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The Daily Briefing · Wednesday, September 9, 2026
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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
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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.
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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.
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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.
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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.
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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.
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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.
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More headlines
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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.
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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.
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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.
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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.
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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.
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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
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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%.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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From the startup desk
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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.
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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.
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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.
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Video of the day
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What Is Deflationary Deleveraging
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The Daily Briefing from Pomegra. Market news, educational content only. Nothing here is investment advice.
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