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Stocks try for back-to-back gains — plus, Qnity gets iPhone business from Apple

U.S. stocks were higher Tuesday, with the S&P 500 and Nasdaq poised for back-to-back gains, as most major companies beat estimates and raised full-year guidance, though market reactions were mixed. Apple expanded its partnership with Qnity Electronics under its American Manufacturing Program, with Qnity producing advanced films for the variable aperture camera system in the iPhone 18 Pro; Qnity joined the program in March. Jim Cramer's Club calls the news incrementally positive but is not buying more shares, placing greater emphasis on Qnity's fast-growing data center business than on consumer electronics. Capital One reports after the bell, while Netflix, SpaceX and United Airlines also report Tuesday evening, and Meta reports Wednesday evening.

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