On Monday, U.S. stocks saw a mixed performance, with the Dow reaching a one-month high while the S&P 500 and Nasdaq experienced losses. Investors shifted away from AI-related stocks, causing companies like Nvidia to slide by over 6.5%. However, experts like Rod von Lipsey believe that this pullback is temporary and that supporting sectors like semiconductors and cloud companies will continue to thrive. Meanwhile, tech giants like Apple and Meta Platforms saw gains following reports of potential collaboration in AI development. Energy stocks outperformed others, with a gain of over 2.5%. Looking ahead, investors are focused on Friday's inflation report, expecting confirmation of price increases slowing down. Despite Monday's fluctuations, experts suggest that opportunities and long-term growth potential remain in the AI sector, advising investors to maintain exposure and stay invested.