Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Jan. 5, 2026.
Michael Nagle | Bloomberg | Getty Images
The Dow Jones Industrial Average rose on Tuesday, led by artificial intelligence darling Nvidia, a day after a rally in the previous session sent it to record levels.
The blue-chip Dow traded 132 points, or 0.3%, higher. The S&P 500 gained 0.2%, as did the Nasdaq Composite.
Nvidia added about 1% to lift the three major averages. Other stocks related to AI also lifted the broader market, including Amazon, Micron Technology and Palantir Technologies. Those three names advanced more than 2%, more than 6% and more than 2%, respectively.
The 30-stock benchmark closed at a record on Monday after the U.S. captured and ousted Venezuelan leader Nicolas Maduro over the weekend, while President Donald Trump Trump encouraged big investments from U.S. oil companies.
Energy stocks rose broadly on Monday, with the S&P 500 energy sector posting its best one-day gain since July. Chevron, SLB and Halliburton reversed course to trade lower on Tuesday.
“Historically, headline-capturing geopolitical events can produce short-term volatility and falling equity prices,” said Tom O’Shea, director of research and investment strategy at Innovator ETFs. “However, in this instance, the S&P 500 rose on the first trading day following the operation, with energy stocks leading the gains on anticipation that U.S. companies may benefit from potential infrastructure rebuilding in Venezuela. Defense stocks, precious metals, and Bitcoin also rallied, suggesting a mixed investor response.”
Investors are also looking ahead to key U.S. economic releases due this week. The December ADP private payrolls report is scheduled for Wednesday morning, and the government’s monthly jobs report is slated for Friday.
