Nvidia shares rose nearly 4 on Monday, boosting semiconductor and AI stocks after last week's tariff-driven decline, according to Barron's. Nvidia led gains on the Dow as semiconductor stocks rose broadly, lifting the PHLX Semiconductor Index. Bernstein analyst Stacy Rasgon said it's unclear when Nvidia will bottom, but believes in the long-term AI story and sees the stock as potentially attractive once markets stabilize.