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Here are five key things investors need to know to start the trading day:

Nvidia will invest as much as $100 billion in OpenAI, the two artificial intelligence giants announced yesterday. As CNBC's MacKenzie Sigalos reports, the deal is the result of one-on-one negotiations between Nvidia's Jensen Huang and OpenAI's Sam Altman, as well as late-night calls and last-minute edits.

Here's what to know:

• OpenAI is looking to build hundreds of billions of dollars worth of data centers based around Nvidia's AI processors. The chipmaker's first $10 billion investment will come when the first gigawatt in the 10 gigawatt project is completed, a person familiar with the matter said.
• Nvidia shares rallied nearly 4% in yesterday's session as traders cheered the announcement.
• Elsewhere in the tech sector, Apple shares turned positive for the year following the latest iPhone launch.
• Those gains helped propel the major indexes to new all-time closing highs. Follow live market updates here.

Jimmy Kimmel will head back to the studio today.

Disney said in a statement Monday that it plans to bring "Jimmy Kimmel Live!" back to ABC's broadcast network on Tuesday. The media giant halted production of the late night show last week following Kimmel's comments on Charlie Kirk's assassination.

Disney said the decision comes after days of "thoughtful conversations" with Kimmel. The comedian is expected to address the situation during his show set to be taped today, a person familiar with the matter told CNBC.

The White House is drawing an unproven connection between autism and the use of acetaminophen by pregnant women. Acetaminophen is the active ingredient in Tylenol, one of the most common over-the-counter pain relievers.

President Donald Trump said yesterday that the Food and Drug Administration will put out a physician's notice about the risk of pregnant patients using acetaminophen, unless they have a fever, and change product safety labels. As CNBC's Annika Kim Constantino reports, scientific literature has largely found no causal link between autism and exposure to acetaminophen in the womb.

Shares of Tylenol maker Kenvue rallied in extended trading, regaining some ground from a sell-off during the trading day as investors braced for the expected White House announcement. Kenvue said in a statement that it believes in "independent, sound science" and that it disagrees with suggestions that Tylenol isn't safe for pregnant women.

Shock over Trump's $100,000 H-1B visa fee continued on Monday, as Wall Street equity analysts raced to inform clients of what the change could mean for companies. Here are some of the firms that could be hit the hardest by the $100,000 fee, according to Baird.

Meanwhile, Nvidia CEO Jensen Huang told CNBC that he appreciated action on immigration but that the U.S. needs the "brightest minds." OpenAI CEO Sam Altman similarly said the U.S. needs "to get the smartest people in the country," adding that "streamlining that process and also sort of outlining financial incentives seems good to me."

Michelob Ultra is the new leader in the U.S. beer market. The brand eclipsed Modelo Especial in the 52 weeks leading up to Sept. 14, according to data from Circana touted by Michelob parent Anheuser-Busch.

It's a return to the top spot for Anheuser-Busch after its Bud Light brand was surpassed by Modelo two years ago. While Bud Light faced conservative backlash over its partnership with a transgender influencer, Constellation Brands' Modelo has recently grappled with weaker demand from its key Hispanic consumer base.

Better Home & Finance shares surged more than 46% yesterday after a recommendation from Eric Jackson, the hedge fund manager known for helping drive the recent OpenDoor meme stock rally.

— CNBC's Yun Li, MacKenzie Sigalos, Jennifer Elias, Amelia Lucas, Annika Kim Constantino, Sarah Whitten, Alex Sherman, Lillian Rizzo, Ashley Capoot, Kif Leswing, Sean Conlon and Pia Singh contributed to this report. Josephine Rozzelle edited this edition.