华尔街主要指数周一表现分化。[1]标普500指数下跌0.2%，道琼斯指数下跌307点（0.6%），纳斯达克综合指数基本持平。[1]这一走势反映了上周AI板块下跌后的市场调整，尽管芯片股等相关个股出现反弹。[1]
在科技板块中，英伟达股价上涨0.2%，AMD上涨1.6%。[1]AMD宣布与微软扩大AI合作，其Helios产品将于下半年推出。[1]投资者还在等待Alphabet周三发布季度财报并更新AI进展。[1]
其他个股方面，AMC娱乐因季度营收超预期，股价飙升26.8%。[1]该公司洛杉矶影院连续放映《The Odyssey》超过85小时。[1]Domino's Pizza股价上涨2.1%，CEO Russell Weiner表示外卖和自取订单均实现增长。[1]此外，Jersey Mike's启动IPO路演，计划以每股21至25美元在纽交所上市。[1]
市场情绪受多重因素制约。布伦特原油价格收于89.22美元，上涨1.3%，在86至91美元之间波动。[1]中东战争影响下，霍尔木兹海峡通行船只减少近50%，推高油价并加剧通胀担忧。[1]美国10年期国债收益率升至4.59%，30年期房贷利率创近一年新高。[1]
并购方面，联邦法官下令Warner Bros. Discovery与Paramount暂停价值810亿美元的合并至少两周。[1]
Major U.S. stock indices declined modestly on Monday as the market absorbed the previous week's losses in artificial intelligence-related equities [1]. The S&P 500 fell 0.2%, while the Dow Jones Industrial Average dropped 307 points, or 0.6% [1]. The Nasdaq Composite remained essentially flat [1].
Despite the overall market weakness, semiconductor stocks showed resilience [1]. Nvidia gained 0.2%, and AMD advanced 1.6% following the company's announcement of expanded AI collaboration with Microsoft, with the Helios product scheduled for release in the second half of the year [1]. Alphabet is set to report quarterly earnings and provide updates on its AI initiatives on Wednesday [1].
Rising oil prices and Treasury yields weighed on sentiment [1]. Brent crude fluctuated between $86 and $91 per barrel, closing at $89.22, up 1.3%, as Middle Eastern tensions reduced vessel traffic through the Strait of Hormuz by nearly 50% [1]. The yield on the 10-year Treasury note climbed to 4.59%, while the 30-year mortgage rate reached a near-year high [1].
Entertainment and consumer stocks showed strength [1]. AMC Entertainment surged 26.8% after exceeding quarterly revenue expectations, with the company's Los Angeles theater operating a continuous screening of "The Odyssey" for over 85 hours [1]. Domino's Pizza rose 2.1%, with CEO Russell Weiner noting growth in both delivery and carryout orders [1].
In corporate activity, Jersey Mike's launched its IPO roadshow with plans to list on the New York Stock Exchange at $21 to $25 per share [1]. Meanwhile, a federal judge ordered Warner Bros. Discovery and Paramount to suspend their $81 billion merger for at least two weeks [1].