Major U.S. stock indexes rose Monday as investors returned to artificial-intelligence and semiconductor companies. The Nasdaq led the gains, supported by advances in AMD, Intel, Micron, Meta, and other technology-linked shares.

AMD briefly reached a market value of $1 trillion as investors focused on its growing role in AI computing. The company is expanding beyond individual processors into more complete systems that combine chips, networking, and related hardware.

Oil and bond markets offer relief

Crude oil prices fell more than 3 percent, while the 10-year Treasury yield moved below 5 percent. Lower energy prices can reduce inflation pressure, and lower bond yields can make high-growth stocks more attractive by reducing the discount applied to future earnings.

Markets remain sensitive to developments involving Iran, Federal Reserve policy, and upcoming U.S.-China discussions. A single positive session does not resolve those uncertainties, but the combination of stronger technology shares and easing oil and bond markets improved sentiment.

What to watch: Central-bank comments, oil-market volatility, corporate AI spending, and whether technology shares can hold their gains.