Kim Kahn

Holiday decor led the way with online sales jumping 130%, followed by home improvement categories.

Hand tools up 83% and power tools 62%, signaling a DIY rebound that could benefit Home Depot and Lowe's.

Appliance demand was strong with refrigerators and freezers up 55%, a boost for Whirlpool and Best Buy.

Other fast-growing categories include e-readers, headphones and speakers, phone accessories, and video games.

Among active stocks, health insurers with big Obamacare marketplace businesses are among the biggest losers.

President Donald Trump said federal funding should be sent directly to people bypassing big, bad, and money-sucking insurance companies.

Centene, Oscar Health, Elevance Health, and Molina Healthcare are slumping.

Major managed care organizations like UnitedHealth, Humana, and CVS Health are also in the red.

Eli Lilly is up after Learing Partners upgraded shares to Outperform from Market Perform, saying its White House pricing deal could dramatically expand coverage for its obesity drugs.

Monday.com is tumbling after fiscal Q4 revenue outlook came in below estimates.

Pagaya Technologies' stock is surging as the AI infrastructure provider for the financial ecosystem raised its full-year adjusted EBITDA guidance after boasting 91% year-over-year growth in Q3.

And Papa John's is active on a report that Triartisan Capital, which recently agreed to buy Denny's, is close to buying the pizza chain.

But a source told Seeking Alpha that the report is not true and shares are off their earlier highs.

In other news of note, Tesla CEO Elon Musk has a new idea to make your car work for you.

At the annual meeting, Musk floated a plan to pay customers $100 to $200 a month if they let the company use their parked vehicles for AI workloads when they're not driving.

Morgan Stanley analyst Adam Jonas did the math.

He points out that there are more than 300 million light vehicles on U.S.

roads and about 1.2 billion worldwide.

If every one of them had the power of a single NVIDIA Blackwell GPU, that's about 9,000 trillion operations per second.

The numbers get staggering fast.