Market Wrap-Up

A few surprises greeted traders Monday morning. The soap opera between

Microsoft

Yahoo

when the software giant and the search engine firm said they were both going to start talking once again and maybe even reach some kind of a deal. This comes on the heels of Carl Icahn announcing he had bought over 50 million shares of the company.

Amazon.com

call on the stock from an analyst at

Goldman Sachs

Winners

Energy ETFs of all kinds ran higher Monday. The

ProShares Ultra Oil & Gas

Market Vectors Nuclear Energy

Exelon

The Internet HOLDRS, a fund that owns both Yahoo and Amazon, gained 1%.

Losers

After hitting record highs the last few weeks, natural gas has recently started to slide. The

United States Natural Gas ETF

It was also a disappointing day for housing ETFs. The iShares Dow Jones U.S. Home Construction fund dropped 3%. The SPDR S&P Homebuilders ETF decreased 2.3%.

Tuesday's Notebook

Earnings

: AutoZone, Hewlett-Packard, Intuit, Medtronic, Phillips-Van Heusen, Saks, Staples, Target

Economic Data

: Chain Store Sales (7:45 a.m.), Producer Price Index (8:30 a.m.), Chicago Fed Activity Index (8:30 a.m.), Retail Sales (8:55 a.m.), Consumer Confidence (5 p.m.)

Quick Take

A look at how the industry's most popular ETFs did on Monday.