U.S. markets ended Monday mixed at the start of a busy earnings week. The Nasdaq climbed 0.5% and the S&P 500 added 0.2%, while the Dow slipped 0.5%.

Tech led gains — Amazon jumped 4% after a $38 billion cloud deal with OpenAI, and Nvidia rose 2% following Microsoft’s $10 billion cloud partnership with Australia’s IREN. Tesla and Alphabet gained, while Meta and Apple declined.

Palantir topped estimates, and investors await reports from AMD and Qualcomm. With most economic data delayed by the ongoing U.S. government shutdown, attention shifts to ADP’s private jobs report.

In corporate news, Kimberly-Clark agreed to acquire Kenvue for $40 billion, lifting Kenvue 12% but dragging Kimberly-Clark 14% lower. Berkshire Hathaway slipped 0.4% after reporting a 30% profit surge in Warren Buffett’s final quarter as CEO.

Gold rose 0.4% to $4,015, oil edged up to $61, and Bitcoin fell to $106,800. Treasury yields held near 4.11%.