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September 9, 2026

Wednesday, September 9, 2026: German Bund Hits 13, Year High on Iran Oil Shock

The Daily Briefing · Wednesday, September 9, 2026
German Bund Hits 13, Year High on Iran Oil Shock
German Bund Hits 13, Year High on Iran Oil Shock
Germany's 10, year bund yield climbed to a 13, year peak as Iran's crude disruption reignited synchronized global inflation repricing
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Also today
Trump's Full, Court Press Challenges Warsh on Interest Rates
Trump's Full, Court Press Challenges Warsh on Interest Rates
Trump, Vance, Bessent, and Navarro have each publicly demanded the Fed avoid a rate hike before the September 15, 16 meeting.
Wright Kills Iran Deal Hope as Brent Nears $100
Wright Kills Iran Deal Hope as Brent Nears $100
Wright told CBS and ABC on September 6 there "may not be" a nuclear agreement; military destruction of Iran's nuclear program is now openly on the table.
Novartis Pelacarsen Fails Phase 3, Sinking Lp(a) Class
Novartis Pelacarsen Fails Phase 3, Sinking Lp(a) Class
Pelacarsen reduced Lp(a) in all treated patients but failed to cut cardiovascular deaths, heart attacks, or strokes versus placebo.
Moderna Cancer Vaccine Wins Phase 3, Gets Sell Rating
Moderna Cancer Vaccine Wins Phase 3, Gets Sell Rating
Intismeran plus Keytruda cut melanoma recurrence risk by 49% vs. Keytruda alone in a 1,137, patient Phase 3 study, the first cancer vaccine win in a pivotal trial.
Saudi Aramco Under Fire: Houthi Salvo Sends Brent $8.61 Higher
Saudi Aramco Under Fire: Houthi Salvo Sends Brent $8.61 Higher
Coordinated strikes hit Saudi Aramco energy infrastructure in Abha, Khamis Mushait, Jazan, and Najran, the deepest Houthi penetration of Saudi territory this conflict cycle.
Brent Crude Nears $100 as Iran Strike Rattles Fed
Brent Crude Nears $100 as Iran Strike Rattles Fed
Brent crude hit $97.20 and WTI $92.56 Tuesday following U.S. military strikes on three Iranian oil tankers over the weekend.
More headlines
GPT, 6 Astra: OpenAI Declares AGI Era; Micron Jumps 4.2%
OpenAI President Greg Brockman declared the AGI era at the GPT, 6 Astra briefing, sending micron technology stock up 4.2% on renewed high, bandwidth memory demand bets.
Anthropic Targets $2T IPO as S, 1 Drops Post, Labor Day
Anthropic plans to release its public S, 1 prospectus this week, targeting a late September or October Nasdaq listing at a $1.5, 2 trillion valuation.
Canada's $7.6B Tariffs Sink Dow Industrials 588 Points
Canada imposed levies of up to 50% on 700 U.S. goods categories including steel, dairy, electronics, and agriculture, effective September 8.
Qualcomm Surges 9.5% on $60B Amazon AI Chip Deal
Qualcomm and AWS will co, develop multiple generations of custom AI inference silicon and 1.6T optical connectivity solutions for large, scale data centers.
August CPI Puts Interest Rates in Focus Before FOMC
August consumer price index data releases at 8:30 a.m. ET Friday, September 11, following July's 3.4% annual rate, 140 basis points above the Fed's 2% target.
August Jobs Shock Lifts Fed Hike Odds to 60%
August payrolls printed at 162K, the largest beat relative to consensus in years, against a 55K estimate
Peloton PTON, 6% as Morgan Stanley Calls Decline Structural
Morgan Stanley downgraded PTON to Underweight, cutting its price target to $4.50 from $5.50 as shares fell 6%.
Roivant Sciences Surges 24% on PH, ILD Trial Win
Mosliciguat delivered a statistically significant placebo, adjusted reduction in pulmonary vascular resistance, the Phase 2 trial's primary endpoint.
Dell (DELL) Surges 9% on Record AI Server Quarter
Dell reported $6.4 billion in AI, optimized server revenue for Q2, a 58% year, over, year gain and a new quarterly record.
LULU Falls 17% to 8, Year Low After Guidance Slash
Q2 revenue fell 4% to $2.42 billion, missing the $2.46 billion consensus; Americas comparable sales dropped 12% in the quarter.
Trump Moves to Ban Bombardier From US Market
Trump declared Bombardier must manufacture aircraft in the US or lose access to the American market, its largest by revenue.
Intel Rallies 9% on Processor Price Hike and Upgrade
Intel announced a 10% PC processor price hike effective October 5, signaling renewed pricing power across its core x86 product line.
IonQ Soars 12% on Investor Day Revenue Surge
IonQ raised full, year 2026 revenue guidance to $450M, $460M, up sharply from $280M, $290M issued just five weeks earlier.
Bloom Energy, Illumina, Everpure Surge on S&P 500 Entry
Bloom Energy (BE) surged 7.35% to $252.87 on September 4, adding a further 6.2% in after, hours trading after the index announcement.
BSX Drops as Cyberattack Erases 2026 Earnings Guidance
An August 25 cyberattack knocked out Boston Scientific's on, premises manufacturing systems and global order, fulfillment operations.
Lockheed Martin Surges on UBS Upgrade, Missile Boom
UBS raises LMT to Buy with a $74 price target, underpinned by a 150% missile revenue growth projection through 2028.
Oracle's $638B AI Backlog Faces Sept. 10 Revenue Test
ORCL climbed 12.6% across three sessions through Monday, recovering sharply after shedding nearly 20% earlier in 2026.
From the startup desk
Forus Raises $150M Series C at $3B Valuation
Forus (US) — AI healthcare network connecting doctors, pharmacies, and payers closes $150M Series C at $3B valuation led by Bain Capital Ventures, tripling its valuation in four months, to automate the prescription-to-treatment workflow.
TEC Raises $450M in Europe's Biggest Space Series C
The Exploration Company (Germany) — Munich space startup raises $450M Series C co-led by Bessemer, Atomico, and Scaleup Europe Fund — Europe's largest-ever space-tech Series C — to advance its Nyx reusable cargo capsule and Storm biomethane rocket engine.
Wonderful Hits $5B at Series C, Doubling in Six Months
Wonderful (Israel) — Enterprise AI operating system raises $550M Series C at $5B valuation led by Insight Partners with Salesforce, more than doubling its valuation in under six months as it expands to 35 markets.
Video of the day
What Is Deflationary Deleveraging
What Is Deflationary Deleveraging
The Daily Briefing from Pomegra. Market news, educational content only. Nothing here is investment advice.
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