News Summary: Stocks rise on Monday

RETAIL SALES: Investors got a sign that consumers may be coming back. The government said retail sales in August and September posted their two largest gains since October 2010.

WHO THAT HELPS: Companies that rely on consumer spending, like Lowe's, TJX Cos. and Yum Brands.

WHAT'S NEXT: Quarterly reports due Tuesday include Intel, Goldman Sachs, Johnson & Johnson, and Coca-Cola.