Broader stock indicators were mixed. The Standard & Poor's 500 index added 0.11, or 0.01 percent, to 1,360.14. The Nasdaq composite index, which contains many technology names, rose 20.28, or 0.83 percent, to 2,474.78.

Advancing issues outnumbered decliners by about 3 to 2 on the New York Stock Exchange, where consolidated volume came to a light 3.62 billion shares compared to 4.59 billion on Friday.

The moves follow a strong session Friday that left the Dow with a weekly advance and lessened the declines that the S&P 500 and the Nasdaq posted for the week.

Treasury prices fell amid worries that inflation would erode returns. The yield on the benchmark 10-year Treasury note, which moves opposite its price, rose to 4.27 percent in late trading from Friday's 4.26 percent.

The dollar was mixed against other major currencies, while gold prices rose.

Early Monday a weak dollar helped drive the price of a barrel oil to a record near $140 while retail gas prices etched a new high of $4.08 a gallon. Light, sweet crude set a trading record of $139.89 a barrel on the New York Mercantile Exchange, before settling down 25 cents at $134.61 as investors responded to a pledge by Saudi Arabia to increase oil production.

Lehman's report, which matched a week-old forecast from the company, appeared to assuage some concerns about the ability of the financial sector to extricate itself from bad bets on mortgage debt. The nation's No. 4 investment bank posted a second-quarter loss of $2.87 billion, or $5.14 per share. The loss was the first for Lehman since it went public in 1994. Lehman rose $1.14, or 4.5 percent, to $26.98.