(CNBC) — U.S. stocks rose on Tuesday, with the Dow industrials extending gains into a fourth day and the S&P 500 and Nasdaq Composite higher on the month, as investors embraced corporate earnings, a rise in consumer sentiment and anticipated the end of the Federal Reserve's bond buys.
"We build ourselves a wall of worry and make assumptions about consumers, and they tend to come back and surprise us," said Art Hogan, chief market strategist at Wunderlich Securities.
"If you could pick a time in the year when you want a confident consumer, this is it," added Hogan, referring to the holiday shopping season.
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"The consumer remains pretty strong, and large-cap, U.S. stocks are a good place to be," said Sean Lynch, an Omaha-based managing director of global equity strategy & research at Wells Fargo Private Bank.