The Nasdaq index rose 1.1% to 26,430 points on Monday, the S&P 500 gained 0.4% to 7,690 points, and the Dow Jones Industrial Average fell 0.1% to 51,966 points. The semiconductor index rose 1.6%, ending its longest losing streak of eight consecutive sessions since 2008. Investors are focusing on this week's earnings reports from Meta, Tesla, and chipmakers Lam Research and Texas Instruments to assess the returns on massive AI investments. Goldman Sachs expects the combined capital expenditures of the five largest AI hyperscale companies, including Meta, to increase to approximately $1.2 trillion next year.