U.S. stocks had a good rise on Monday, led by technology stocks. The Nasdaq soared by 2.69%, and the S&P 500 rose by 1.55%.

Chip giant Broadcom ( AVGO ) rose by 11%, mainly boosted by Google's and Amazon's large-scale investments in AI. Both companies are pouring real money into AI infrastructure, which is beneficial for chip suppliers.

Insurance stocks Oscar(OSCR) rose 22%, as expectations for policy improvement emerged—The Trump administration may continue the premium subsidies of the Affordable Care Act, which has given investors plenty of room for imagination.

On the other side, Novo Nordisk ( NVO ) fell by 6%. They conducted clinical trials for Alzheimer's disease using the weight-loss drug semaglutide, but the results did not meet expectations. Although the CEO said it was a gamble from the start, the market was clearly disappointed—new drugs for treating dementia are already hard to come by, and this is another setback.

Clothing retail stock Abercrombie & Fitch ( ANF ) also fell by 6%, with earnings reports due tomorrow. The market is concerned that holiday shopping demand may slow down—although the Retail Association predicts that holiday spending will grow, big players like Walmart and Target have already indicated that consumers are tightening their belts, with concerns about employment and inflation.