TEBBIT US Stock Perpetual Daily Report｜September 4, 2026 (Friday)
Data as of:2026 year9 month4 day 08:00 (UTC+8)
Corresponding US stock trading day:2026 year9 month3 day
1. Overnight US Stocks
On September 3, the US stock market rebounded significantly, with all three major indices rising. The market was mainly driven by improved Federal Reserve policy expectations, a decline in US Treasury yields, and a rebound in large technology stocks.
Federal Reserve Governor Christopher Waller stated in his latest speech that if upcoming inflation data continue to show easing price pressures, he tends to support keeping interest rates unchanged this month. This statement significantly eased market concerns about a September rate hike, pushing US Treasury yields lower and boosting valuations of technology and growth stocks.
Meanwhile, the technology sector performed strongly. Large tech stocks such as Microsoft, Meta, NVIDIA rose, Tesla's gains further expanded, and market risk appetite clearly improved.
NVIDIA rose about 1.8% that day, announcing its acquisition of the AI developer platform Hugging Face for approximately $12.93 billion. The market believes this deal will further strengthen NVIDIA’s position in AI software and developer ecosystem.
Dow Jones Industrial Average (DJIA): 53,686.11 points (up 624.16 points, a gain of +1.18%)
S&P 500 Index (S&P 500): 7,747.71 points (up 81.11 points, a gain of +1.06%)
Nasdaq Composite Index (NASDAQ): 26,584.06 points (up 366.23 points, a gain of +1.40%)
2. TEBBIT US Stock Perpetual Market｜September 3 Trading Day Statistics
Statistical benchmark: Closing prices of the US stock regular trading session on September 3, 2026
The following data use the closing performance of the corresponding US stock targets on September 3 as a reference to reflect the spot market performance of TEBBIT USDT perpetual contract related US stock targets.
| TEBBIT Perpetual Target | Corresponding US Stock Target | Closing Reference Price on Sept 3 | Daily Change |
| NVDAUSDT | NVIDIA | $228.45 | +1.81% |
| TSLAUSDT | Tesla | $376.37 | +5.42% |
| AAPLUSDT | Apple | $328.21 | +1.00% |
| MSFTUSDT | Microsoft | $510.12 | +2.68% |
| AMZNUSDT | Amazon | $258.90 | +1.63% |
| METAUSDT | Meta Platforms | $610.68 | +3.01% |
| SNDKUSDT | SanDisk | $1,554.99 | +0.10% |
| SPYUSDT | SPDR S&P 500 ETF | $773.17 | +1.05% |
Data Explanation
This table references closing prices and daily changes, uniformly based on the **regular US stock trading session on September 3, 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, thus may differ from the corresponding spot prices.
**Special Note:** The daily change shown in this table corresponds to the US stock/ETF regular trading session change, not the rolling 24-hour change of the TEBBIT perpetual contract itself. Real-time market and trading data are subject to TEBBIT’s actual display.
3. Market Observation
On September 3, the market trading logic mainly revolved around:
Waller’s speech｜September rate expectations｜US Treasury yields｜Tech stock rebound｜AI industry chain
Federal Reserve policy expectations became one of the most important market drivers that day.
Waller stated that if subsequent inflation data continue to cool, he tends to support keeping rates unchanged in September, easing market concerns about further hikes. US Treasury yields fell accordingly, providing valuation support for high-growth tech stocks.
In the tech sector, large companies such as Microsoft, Meta, NVIDIA led the gains, with software stocks performing especially well, and market risk appetite clearly recovering.
However, US stocks still need to watch inflation and employment data moving forward. If inflation rebounds significantly, the current easing rate expectations could change.
4. Key Stock｜NVDAUSDT
NVIDIA remains a key indicator in the current AI and semiconductor sectors.
On September 3, NVIDIA stock rose about 1.8%, becoming an important part of the large tech stock rebound.
That day NVIDIA also announced plans to acquire Hugging Face for approximately $12.93 billion. This deal will further expand NVIDIA’s influence in AI models, developer tools, and open model ecosystems.
Market focus currently includes:
• AI data center demand
• Blackwell / next-generation AI chip demand
• Large tech company AI capital expenditure
• AI software and developer ecosystem
• Data center business growth
• Gross margin changes
• AI investment returns
Market attention on NVIDIA has gradually shifted from pure earnings growth to whether AI capital expenditure can continue, whether AI infrastructure investment can translate into actual profits, and if valuation is reasonable.
NVDA future trends may also influence AMD, MU, SNDK, MRVL, AVGO and other semiconductor stocks as well as overall Nasdaq risk appetite.
5. September 4 Headlines
1｜Federal Reserve September rate expectations become the market focus
Waller’s latest speech eased market concerns about further rate hikes in September.
If upcoming inflation data continue to cool, the market may further raise expectations for unchanged or even future easing rates.
Key focuses:
• US inflation
• Non-farm employment
• Unemployment rate
• US Treasury yields
• Federal Reserve officials’ speeches
2｜US Treasury yields decline support tech stocks
Recently, US Treasury yields rose significantly, pressuring high-valuation tech stocks.
On September 3, as the market reassessed the Fed’s policy path, Treasury yields fell, supporting the tech and software sectors. The 10-year Treasury yield dropped to about 4.76%.
If yields continue to decline, it will benefit growth stock valuation recovery; conversely, if yields rise rapidly again, tech stocks may face renewed pressure.
3｜NVIDIA expands AI ecosystem layout
NVIDIA announced the acquisition of Hugging Face, valued at approximately $12.93 billion.
This deal involves not only chip business but also further demonstrates NVIDIA’s strategic vertical expansion into:
AI chips｜AI infrastructure｜models｜software｜developer ecosystem
.
4｜Tech stocks collectively rebound
On September 3, large tech stocks showed significant improvement:
NVDA｜MSFT｜META｜AAPL｜AMZN｜TSLA
all gained to varying degrees.
Tesla’s gains were particularly notable, with the market also focusing on its progress in autonomous driving, Robotaxi and AI related businesses.
5｜Further differentiation within the semiconductor sector
Although NVIDIA rose that day, Broadcom fell about 2.7% due to latest earnings guidance falling short of some market expectations, indicating clear differentiation within the AI semiconductor sector.
The market may increasingly focus on:
AI demand｜order growth｜capital expenditure｜profit margin｜valuation｜earnings delivery
6. Today’s Focus
The market’s key focus lies on five main lines:
Federal Reserve policy｜US Treasury yields｜US employment data｜NVIDIA｜AI and semiconductors
Tech sector focus:
NVDA｜META｜MSFT｜SNDK｜AMZN｜TSLA
Market risk appetite has clearly improved compared to previous trading days, but Federal Reserve policy remains an important variable affecting tech stock valuations.
If US inflation continues to cool and Treasury yields keep falling, growth stocks may continue to receive support.
If inflation data rise again, the market may revisit the logic of “higher rates maintained longer”, and high-valuation tech stocks may face renewed pressure.
7. Today’s Time Reminders
US Stock Trading Hours｜21:30–04:00 (Beijing Time)
During regular US stock trading hours, tech stocks and AI related targets usually have higher activity.
Pre-market & After-hours｜16:00–21:30 / 04:00–08:00
Liquidity is relatively lower in pre-market and after-hours sessions; pay attention to rapid price fluctuations before and after major economic data releases, company announcements, and earnings reports.
Weekend Market Closure
September 5 and 6 are weekend days; the regular US stock market will be closed.
TEBBIT US stock perpetual contracts may continue trading during US market closures. Please pay close attention to market liquidity, price deviations, and potential gap risks on the next trading day.
Actual trading times and market data are subject to the display on the TEBBIT platform page.
8. Risk Warning
US stock perpetual contracts are leveraged trading products and may experience significant price volatility.
Federal Reserve policy, US employment and inflation data, major tech company announcements, AI industry chain news, and geopolitical events can all cause significant market fluctuations in a short time.
Please control your position size and leverage reasonably, and fully consider market liquidity, price volatility, and leverage trading risks.
9. Disclaimer
This article is for market information reference only and does not constitute any investment or trading advice.
Relevant market data are 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; actual transaction prices, mark prices, and settlement prices may differ from the corresponding US stock spot market prices.
Users should independently assess based on their own situation and bear the related trading risks themselves.
TEBBIT Team