"Nasdaq-100 futures were little changed (-0.23%) as AI-bubble concerns, elevated Treasury yields and geopolitical risk act as hurdles" (Yahoo Finance, Oct 12 2026), with the 10-year at 5.24% and Fed minutes flagging a possible year-end rate hike. The same US AI/semiconductor growth doubts that drove Samsung (-4.4%) and SK Hynix (-4.5%) sharply lower in Korea today weigh hardest on the chip-heavy Nasdaq 100, so I lean modestly down near-term while the broad market holds up better.