Good evening and welcome to Markets Desk, your end-of-day read on what moved markets and why.
Stocks closed a mixed session Monday with the S&P five hundred essentially flat, off just a fraction, while the Dow managed a gain of nearly four-tenths of a percent. The Nasdaq one hundred bore the brunt of selling pressure, falling seven-tenths of a percent as chipmakers dragged on the index. A jump in crude prices added pressure to sentiment, keeping equity bulls cautious heading into the week.
Shifting to the AI infrastructure trade, Broadcom is drawing comparisons to automaker financing arms, essentially offering labs a pathway to acquire its chips through a financing model that keeps demand flowing and risk distributed. Chief Executive Hock Tan appears to be building a captive customer base, a proven playbook that keeps Broadcom central to how frontier AI labs scale their compute buildouts.
And in the travel space, Royal Caribbean is tightening its cancellation policy, a move that shifts more financial risk onto consumers at a moment when household budgets are already stretched. That said, the cruise industry remains remarkably healthy, with a record thirty-seven point two million passengers globally in two thousand twenty five, up seven and a half percent from the prior year, suggesting demand has not yet cracked.
That's the tape. Markets Desk, signing off the floor.
