(WSJ.com) — The consumer-discretionary and industrial sectors led U.S. stocks higher Monday following reports of increasing consumer spending and a rise in manufacturing activity to its highest level since July 2004. The Dow Jones Industrial Average was up 94 points, or 0.9%, to at 11102, in midday trading. Its top performers included some of its most economically sensitive components, with J.P. Morgan Chase up 2%, Boeing up 2%, Cisco Systems up 1.8% and Walt Disney up 1.7%.
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