By Anora Mahmudova, MarketWatch

NEW YORK (MarketWatch) -- U.S. stocks built on gains on Tuesday, sending the benchmark S&P 500 and Dow Jones Industrial Average to intraday highs, as investors appeared to shrug off soft retail sales numbers in April.

While the headline number on April retail sales was below forecasts, details were more positive. March sales were increased to the largest gain in four years.

The S&P 500 (SPX) added 2.3 points, or 0.1%, to 1,899.02. The index surpassed 1,900 for the first time at session highs.

The Dow Jones Industrial Average (DJI) rose 27 points, or 0.2%, to 16,717.59, also setting an intraday high in early trade.

The Nasdaq Composite (RIXF) wobbled in early trade and was last trading 2 points, or 0.1%, higher at 4,139.36. The tech-heavy index rallied 1.8% on Monday, driven by gain in momentum plays.

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Investors had several economic reports to asses on Tuesday. The most important among them was retail sales, which were softer than expected. American consumers barely increased spending at retail stores in April after splurging in March following a brutally cold winter. Sales at retailers rose a scant 0.1% in April, the Commerce Department said Tuesday.

Ian Shepherdson, chief economist at Pantheon Macroeconomics, wrote that a late Easter this year boosted core sales in March and depressed them in April.

Inventories at U.S. businesses rose 0.4% in March, slightly below forecasts, the Commerce Department said Tuesday.

The prices paid for imported goods fell a seasonally adjusted 0.4% in April after a revised 0.4% gain in March, the U.S. Labor Department said Tuesday.

Separately, small-business sentiment in May rose to the highest level in more than six years, the National Federation of Independent Business said Tuesday.

Keurig jumps, Elizabeth Arden plummets on earnings miss

In corporate news, shares of coffee-machine maker Keurig Green Mountain Inc. (GMCR) jumped 9.5% after an SEC filing showed that Coca-Cola Co. (KO) increased its stake in Keurig to 16% from 10%.

DirecTV (DTV) shares rose 1.8% after The Wall Street Journal reported that the communications firm could be bought by AT&T (T) within the next two weeks.

Shares of Rackspace Holding Inc. (RAX) jumped 11% after the company beat first-quarter earnings forecasts.

Shares of McKesson Corp. (MCK) added 2.6% after the pharmaceutical distributor posted better-than-expected adjusted earnings for the fourth quarter.

Elizabeth Arden Inc. (RDEN) plummeted 18% after the beauty-products company reported weaker-than-expected results.

China, German data disappoint

In overseas markets, the Shanghai Composite Index eased 0.1% after data were released showing China's industrial production slowed to 8.7% in April from a year earlier, compared with 8.8% in March. Retail-sales growth also fell, to 11.9% from 12.2% in March. Both sets of data slightly missed forecasts. (Read more in the Asian Stocks recap blog http://blogs.marketwatch.com/thetell/2014/05/12/asia-stocks-live-blog-rallying-into-china-data/?link=instory.)

European stocks hovered at 6-year highs, but pared gains after data showed investor confidence in Germany fell for a fifth straight month in May, to reach the lowest level in more than a year. The ZEW expectations index dropped to 33.1, from 43.2 in April, falling short of forecasts.

Across other markets, crude-oil futures for June delivery (CLM4) jumped, while gold for June delivery (GCK4) rose slightly. The ICE dollar index (DXY) was slightly higher at 80.03.

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