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Here's what CNBC TV's producers were watching as the Russell 2000, S&P 500 and the Dow Industrials touched fresh highs, and what's on the radar for the next session.

The markets

• In all, 99 of the stocks in the S&P 500 hit a new high Monday. Thanks to CNBC's Nick Wells for the stat.
• The Russell 2000 also hit a new high on Monday. It is up 11% so far in November, and the index has gained 8% since Donald Trump won the presidential election.
• The small-cap benchmark's progress this month outpaces that of the Dow Jones Industrial Average, which is up 7% in November. Month to date, the Nasdaq is up 5.3% and the S&P 500 is up nearly 5%. 

Building America

• CNBC research guru Nick Wells (thanks again, Nick) pointed out that the iShares U.S. Infrastructure ETF (IFRA) hit a new high.
• It is up more than 8% since Election Day.
• Top performers this month include the following: Primoris, up 34%, and Limbach, up nearly 35%. United States Lime & Minerals is up about 32% in November.
• At the bottom of the list: Tetra Tech is down 15% in November. Advanced Drainage is off about 10% this month, and materials company Mativ Holdings is down more than 9%.

Housing in the U.S.A.

• Two key pieces of data come out on Tuesday. The S&P CoreLogic Case-Shiller Home Price Indices are due at 9 a.m. ET, and the new home sales report is out at 10 a.m. CNBC's housing reporter Diana Olick will cover both.
• Since the election, SPDR S&P Homebuilders ETF (XHB) is up about 6%. It hit a new high on Monday.
• Toll Brothers is up roughly 10% since the election. It also reached a new high on Monday.
• Hovnanian is up roughly 6% since the election. It is 17% from the August high.
• D.R. Horton is flat since Election Day.  The stock 13% from the September high.
• Pulte is up 3% since the election. It is 7.4% from the October high.
• Taylor Morrison is up 4% since Election Day. The stock hit a new high Monday.

Software

• CNBC TV's Seema Mody will take a good look at the sector and the stocks that could get a bump up.  Elon Musk recently said government software is in need of an upgrade.
• Last week, successful investor Brad Gerstner told CNBC's Scott Wapner on the "Halftime Report" that software stocks are a great place to be and that they are likely to rise.
• The SPDR S&P Software & Services ETF (XSW) hit a new high on Monday before pulling back from that level a bit. It is up 8% in a week and 15.4% since the election.
• Microsoft is up about 2% since Election Day. It is 15.5% from the 52-week high.
• AppLovin is the sector leader this month, up almost 90%.
• Palantir is  big outperformer, up 56% in November.
• Asana is up 31% in November.
• Clear Secure, Zeta Global and Roblox are at the bottom of the sector.

Burlington Stores

• As it gets cold in much of the country, Burlington Stores reports before the bell.
• The stock is up nearly 6% over the past three months.
• Burlington hit a high on Monday before receding from that level.

Dick's Sporting Goods

• The sporting goods chain reports before the bell.
• The stock is down 10% in three months.
• Dick's Sporting Goods is 10% from the August high.

Best Buy

• The electronics chain reports in the morning.
• Best Buy is up 5.5% in the past three months.
• The stock is 10% from the August high.

Kohl's

• The retailer reports before the bell.
• Kohl's is down 7% in the past three months.
• The stock is down 38% since the April high.

Manchester United

• The company behind the English Premier League soccer team reports before the bell.
• If you fancy the Reds, you should know the stock is down fractionally in the past three months.
• MANU is 22% from the 52-week high hit back in February. They're in 12th place in the EPL this year, 15 points behind the leader, Liverpool.