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U.S. stocks were mixed on Monday afternoon. Investors are turning their attention to Nvidia’s upcoming earnings — the first time the AI chipmaker is reporting results since a breakthrough by Chinese AI startup DeepSeek sparked a selloff in Nvidia and other tech stocks last month.
At around 1:15 p.m., the Dow was up about 200 points, or 0.4%. The S&P 500 added 0.2%, while the tech-heavy Nasdaq dipped 0.1%.
Here are stocks to watch today:
Apple
Apple (AAPL) stock edged up after the iPhone maker said Monday that it will invest $500 billion in the United States over the next four years, with a focus on supporting domestic manufacturing and AI.
It plans to open a 250,000-square-foot manufacturing plant in 2026 that will produce servers, hire thousands of workers across a variety of fields, and launch a new education initiative. Apple also said it was committed to expanding its data centers across the U.S.
Berkshire Hathaway
Berkshire Hathaway (BRK.B) offloaded more equities last quarter, expanding its record cash reserves to $334 billion. Warren Buffett defended the size of the cash hoard in his annual letter , saying the majority of his investors’ money would always be invested in shares, mainly of American companies. The stock gained on Monday.
Microsoft
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center leases, potentially signaling an oversupply of AI infrastructure.
On Friday, analysts at TD Cowen (TD-0.18%) said in a note that the tech giant had canceled leases worth “a couple of hundred megawatts,” or approximately two data centers worth of capacity.
Nike
Shares of athleticwear brand Nike (NKE) gained more than 5% to above $80 after Jefferies upgraded its recommendation to “buy” from “hold” and increased its price target to $115 from $75, making the stock a “top pick” on anticipated improvements in profit margin and earnings per share.
Nvidia
Nvidia (NVDA) stock rose as the AI chip powerhouse is set to release its fiscal fourth-quarter earnings on Wednesday after the bell. After Chinese AI startup DeepSeek spooked investors in January, Nvidia’s stock plunged 17%, wiping out nearly $600 billion in value — a record for a U.S. company.
Palantir
Palantir (PLTR) extended its decline on Monday following last week’s plunge that was driven by a new share sales initiative by the CEO and a media report of potential U.S. defense budget cuts. The stock is now about 30% down from its 2025 peak earlier this month.
Robinhood
Robinhood (HOOD) stocked gained on news that the U.S. Securities and Exchange Commission is dropping its investigation into the company’s crypto arm. The move comes just a few days after the financial watchdog dismissed the case against Coinbase.