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Nvidia guided to $108 billion and futures moved overnight.

The bond market moved first. The stock market barely moved at all.

Semis dropped 2.7% even with yields falling, two days before Nvidia.

US business activity just hit a 52-month high. That makes the long end harder, not easier.

The Dow's 704-point drop was its worst since July 29.

Walmart reports before the open, with claims and Philly Fed at 8:30.