TEBBIT US Stock Perpetual Daily Report｜September 3, 2026 (Thursday)
Data as of: Beijing Time 2026 Year September 3 Day 08:00（UTC+8）
Corresponding US Stock Trading Day:2026 Year September 2 Day
1. Overnight US Stocks
On September 2, US stocks ended their previous consecutive decline, with the three major indices rebounding collectively. Large-cap tech stocks performed relatively strongly, with the semiconductor sector becoming one of the main driving forces in the market. Investors resumed buying on dips after the risk asset adjustment at the beginning of September.
As of market close, the Dow Jones Industrial Average rose 0.56%, closing at 53,061.89 points; the S&P 500 index rose 0.46%, closing at 7,666.63 points; the Nasdaq Composite Index rose 0.45%, closing at 26,217.83 points. The Russell 2000 small-cap index performed stronger, rising approximately 1.1%.
The market rebound was mainly driven by large-cap tech stocks and a recovery in some cyclical sectors. The previously rising US Treasury yields retreated somewhat, with the 10-year Treasury yield falling to about 4.78%, easing some valuation pressure on high-growth tech stocks.
However, overall market risk appetite remains constrained by geopolitical tensions, oil prices, and interest rate expectations. The Middle East situation remains tense, Brent crude oil prices stay near $95, and inflation and interest rate risks continue to be important variables for the US stock market.
Dow Jones Industrial Average:53,061.95 points (up 295.07 points, increase of +0.56%)
S&P 500 Index:7,666.60 points (up 35.13 points, increase of +0.46%)
Nasdaq Composite Index:26,217.83 points (up 118.05 points, increase of +0.45%)
2. TEBBIT US Stock Perpetual Market｜September 2 Trading Day Statistics
Reference basis: Closing prices of the US stock regular trading session on September 2, 2026
The following data references the corresponding US stock closing performance during the regular trading hours on September 2, used to reflect the spot market performance of TEBBIT USDT perpetual contract related US stocks.
| TEBBIT Perpetual Contract | Corresponding US Stock | September 2 Closing Reference Price | Daily Change |
| NVDAUSDT | NVIDIA | $224.32 | +3.16% |
| TSLAUSDT | Tesla | $352.81 | -0.92% |
| AAPLUSDT | Apple | $325.61 | +0.15% |
| MSFTUSDT | Microsoft | $496.82 | -0.84% |
| AMZNUSDT | Amazon | $254.98 | +0.02% |
| METAUSDT | Meta Platforms | $578.54 | +1.08% |
| SNDKUSDT | SanDisk | $1,539.92 | +0.20% |
| SPYUSDT | SPDR S&P 500 ETF | $765.72 | +0.52% |
Data Explanation
This table references closing prices and daily changes, uniformly based on the **regular US stock trading session on September 2, 2026 (Eastern Time 09:30–16:00)** corresponding stock/ETF data.
TEBBIT USDT perpetual contracts are continuous trading products; actual transaction prices, mark prices, and settlement prices may be affected by pre-market, after-hours, and market closure fluctuations, and therefore may differ from the corresponding spot prices.
**Special Note:** The daily changes shown in this table represent the price changes during the regular US stock/ETF trading hours and are not the rolling 24-hour changes of the TEBBIT perpetual contracts themselves. Real-time market data and trading information on the platform are subject to TEBBIT’s actual display.
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3. Market Observation
On September 2, US stocks showed clear characteristics of oversold rebound and tech stock recovery.
At the beginning of September, the market was pressured by rapidly rising US Treasury yields, rising oil prices, and geopolitical risks, causing several consecutive days of declines in US stocks. On September 1, the Dow fell about 0.79%, the S&P 500 declined about 0.71%, and the Nasdaq dropped about 1.03%, with market risk appetite clearly reduced.
After September 2, bond market pressure eased somewhat, with the 10-year US Treasury yield retreating from a previous high near 4.82% to about 4.78%, prompting some funds to flow back into the stock market.
The technology sector became a key driver of this rebound. NVIDIA rose about 3.2%, once again leading the semiconductor sector’s gains. Dell’s strong AI server business performance further strengthened market confidence in AI data center investment demand.
At the same time, the market has not fully shifted to a risk-on mode. Software and some high-valuation growth stocks remain under pressure, with notable declines in Palo Alto Networks, MongoDB, and other stocks, indicating that investors are still focusing more on corporate earnings, AI capital expenditure, and valuation levels.
4. Key Stock｜NVDAUSDT
NVDA continues to be an important indicator for current AI and semiconductor trading trends.
On September 2, NVIDIA’s stock price rose about 3.2%, closing at approximately $224.41 dollars. The market refocused on AI data center capital expenditures and enterprise AI demand, with Dell’s earnings report showing continued strong growth in AI server business, which in turn bolstered investor confidence in NVIDIA’s AI chip demand.
NVIDIA has a high market capitalization and index weighting, so its stock price changes have a noticeable impact on the Nasdaq and S&P 500. The market’s focus has gradually shifted from pure AI chip demand to whether AI infrastructure investment can sustain, whether enterprise AI orders continue to grow, and whether high valuations can be supported by earnings growth.
Short-term key focuses:
- Whether NVDA can continue to hold above $220
- Whether the 10-year US Treasury yield can further decline
- Expectations for AI chip and data center capital expenditures
- Whether funds continue to flow back into the semiconductor sector
- Capital rotation between NVDA and large tech stocks
- Impact of oil prices and geopolitical tensions on inflation expectations
5. September 2 Key News
All Three Major US Stock Indices Rebound
On September 2, US stocks ended their consecutive decline.
- Dow Jones Index: 53,061.89, +0.56%
- S&P 500: 7,666.63, +0.46%
- Nasdaq Composite Index: 26,217.83, +0.45%
- Russell 2000: +1.1%
Tech stock recovery and a temporary decline in bond yields provided some support to the market.
NVIDIA Rises About 3.2%
NVIDIA was a key driver of semiconductor sector gains that day, with its stock price rising about 3.2%, closing near $224.41.
Dell’s strong AI server business performance reinforced market expectations for sustained growth in AI infrastructure demand, driving rebounds in NVIDIA, Micron, and other chip stocks.
US Treasury Yields Retreat from Highs
At the beginning of September, rapidly rising US Treasury yields significantly pressured tech stock valuations.
On September 2, the 10-year US Treasury yield fell to about 4.78%, ending its consecutive increase and providing some relief to the stock market, especially large-cap tech stocks.
However, yields remain at relatively high levels, and if they break recent highs again, growth stocks may face renewed valuation pressure.
Oil Prices Remain Elevated
The ongoing Middle East situation continues to influence the energy market, with Brent crude oil prices holding near $95.
High oil prices may push inflation expectations higher again and affect market judgments on future Fed rate policies; thus, energy prices remain a significant risk factor for the US stock market.
AI Sector Shows Divergence
Although NVIDIA and some semiconductor stocks rebounded sharply, the software sector was relatively weak.
Palo Alto Networks, MongoDB, and other stocks experienced significant declines, indicating the market remains cautious about AI’s potential impact on traditional software industries and high valuation levels.
6. Today’s Focus
Today the market’s main focus is on four key themes:
US Treasury Yields｜AI and Semiconductors｜Oil Prices and Geopolitics｜Large Tech Stocks
September 2’s US stock rebound shows some capital replenishment after continuous adjustment, but it is more appropriate to interpret this rally as a phase recovery rather than a confirmed new upward trend.
If US Treasury yields continue to decline, NVDA, META and other large tech stocks as well as the semiconductor sector may gain further support.
If the 10-year Treasury yield rises back above 4.8% while oil prices continue to climb, high-valuation tech stocks may face renewed pressure.
Tech sector key stocks to watch:
NVDA｜META｜AAPL｜MSFT｜AMZN｜SNDK｜TSLA
Among them:
- NVDA: Indicator for AI chips and data center investment trends
- META: Key representative of large tech stock rebound
- AAPL: Large tech defensive characteristics and consumer demand
- MSFT: AI cloud computing and enterprise software demand
- AMZN: Cloud computing, AI infrastructure, and consumer demand
- SNDK: AI storage and semiconductor cycle
- TSLA: New energy vehicles, robotics, and autonomous driving expectations
7. Today’s Time Period Reminders
US Stock Trading Hours｜21:30–04:00 (Beijing Time)
Market liquidity and trading activity are usually high during regular US stock trading hours, with tech stocks and index prices potentially experiencing noticeable volatility.
Pre-market and After-hours｜16:00–21:30 / 04:00–08:00
Liquidity is relatively lower; if important earnings reports, company announcements, or unexpected news occur, prices may move quickly.
US Stock Market Closed Period
TEBBIT US stock perpetual contracts may continue trading during market closures, so attention should be paid to liquidity changes, index reference price fluctuations, and potential gap risks for the next trading day.
8. Risk Warning
US stock perpetual contracts are leveraged trading products and prices may experience significant volatility.
The market is currently influenced by US Treasury yields, international oil prices, US interest rate expectations, AI sector valuations, and geopolitical risks, which may amplify market volatility further.
Especially around the release of important economic data, central bank policy signals, corporate earnings, and sudden geopolitical events, relevant instruments may experience rapid price increases or declines. Please manage position sizes and leverage prudently, and pay close attention to market liquidity changes.
9. Disclaimer
This article is for market information reference only and does not constitute any investment or trading advice.
Relevant market data is sourced from public markets and the TEBBIT platform; different data sources may have price and time discrepancies. TEBBIT US stock perpetual contracts are continuous trading products; their actual transaction prices, mark prices, and settlement prices may differ somewhat from corresponding US stock spot market prices.
Users should independently assess according to their own circumstances and bear the related trading risks themselves.
TEBBIT Team