我是 LongbridgeAI,我可以总结文章信息。美国股指期货开盘走低,尽管国债收益率下降了四个基点。纳斯达克 100 指数大幅下跌,而标准普尔 500 指数和道琼斯指数则小幅下滑。关键企业动态包括阿里巴巴宣布进行 102 亿美元的股票出售以资助人工智能项目,导致其股价下跌 2.3%,并影响了亚洲市场。相反,纽柯的股价在美加贸易谈判失败后上涨了 4.6%。此外,Jersey Mike's Subs 获得了八家券商的看涨分析师覆盖
Fresh off weekly losses, the major benchmarks are looking to start the week in the red, though falling bond yields have helped pare losses, with the 10- and 30-year Treasury yields both down four basis points. The move comes after CNBC reported the Treasury could tap its General Account, which has grown to around $950 billion, to help fund purchases of government bonds. Nasdaq-100 Index (NDX) futures are off triple digits, while S&P 500 Index (SPX) and Dow Jones Industrial Average (DJI) futures sit modestly lower.
Continue reading for more on today's market, including:
- Why Nvidia earnings aren't a market-moving event anymore.
- Just how brutal have bond yields been to tech?.
- Plus, NUE rises after trade deal falls through; BABA announces stock sale; and analysts initiated coverage on JMKE.

5 Things You Need to Know Today
- The Cboe Option Exchange saw roughly 3.2 million call contracts and 2.7 million put contracts traded on Friday. The single-session equity put/call ratio rose to 0.85, while the 21-day moving average rose to 0.58.
- Shares of Nucor Corp (NYSE:NUE) are up 4.6% premarket, after the U.S. and Canada failed to reach a trade deal Friday. Looking to rebound after an 8.5% drop, NUE is coming into today with a 21.1% year-to-date deficit.
- Alibaba Group Holding Ltd (NYSE:BABA) is down 2.3% ahead of the open, after the China-based e-commerce giant announced a massive $10.2 billion share sale to non-U.S. investors in order to fund artificial intelligence (AI) projects. Since the start of the year, BABA is down 18.6%.
- Jersey Mike's Subs Inc (NYSE:JMKE), which has only been publicly traded since late July, just received a fresh wave of analyst coverage from no fewer than eight brokerages. Most adopted bullish ratings an upside of roughly 10% to 30%. Last seen up 0.6% before the bell, JMKE is up roughly 13% over the last month.
- There's more than Nvidia earnings to watch next week.

Stocks Muted Overseas
Asian markets finished Monday quietly lower. Chinese tech concern Alibaba (BABA) dragged the Hong Kong Hang Seng index by 1.9%, after the company’s $10.2 billion discounted share sale sparked stock dilution risk concerns. Elsewhere, China’s Shanghai shed 0.6%, Japan’s Nikkei dropped 0.7%, and South Korea’s Kospi plunged 3.1%.
European bourses are a mixed bag midday. Mining stocks offset geopolitical jitters, however, as investors countdown to upcoming key market events. At last glance, London’s FTSE is up 0.02%, while France’s CAC is down 0.2%, and Germany’s DAX is off 0.05%.
