On Monday, May 12, 2025, the U.S. stock market closed with significant gains. The S&P 500 Index rose by 3.30%, the Nasdaq Composite Index increased by 4.02%, and the Dow Jones Industrial Average climbed by 2.89%.

In the sector performance, Chinese education stocks saw notable gains. TAL Education Group rose by 8.81%, New Oriental Education & Technology Group increased by 7.45%, and Bright Scholar Education Holdings Ltd surged by 16.56%. The electric vehicle sector also performed well, with Tesla Motors up by 6.82%, NIO Inc. rising by 5.79%, and XPeng Inc. gaining 7.59%. Additionally, semiconductor stocks experienced a boost, with NVIDIA up by 5.44%, Advanced Micro Devices increasing by 5.13%, and Taiwan Semiconductor Manufacturing rising by 5.93%.

Shopify saw a significant increase of 13.70% after being added to the Nasdaq-100 Index and reporting strong Q1 earnings. The company's revenue grew by 26.9% to $2.36 billion, with subscriptions revenue up by 21%. This positive performance has led to increased investor optimism about Shopify's future growth prospects.

Amazon.com rose by 8.12% following the announcement of a trade agreement between the U.S. and China, which led to a significant rise in tech stocks. The agreement to temporarily slash most tariffs on each other's goods boosted investor confidence in the market.

NVIDIA increased by 5.44% due to the U.S.-China trade agreement and its collaboration with Koninklijke Philips NV to enhance patient care in MR using AI advancements. This partnership aims to revolutionize healthcare practices through improved medical imaging and diagnosis.

Spotify Technology S.A. fell by 4.23% despite Guggenheim maintaining a 'Buy' rating and raising the price target from $675.00 to $725.00 per share. The positive sentiment towards Spotify's performance and potential growth was not enough to prevent the decline.

Tesla Motors rose by 6.82% following the U.S.-China trade agreement announcement, which positively impacted tech stocks. The agreement led to a significant rise in stock prices for companies like Amazon, Meta Platforms, Apple, and Nvidia.

Cloudflare, Inc. increased by 7.57% despite Susquehanna cutting its price target from $170.00 to $140.00 per share. The neutral rating was maintained, reflecting a change in the outlook for Cloudflare's performance.