|
The Daily Briefing · Tuesday, September 15, 2026
|
Trump Brands Amodei AI Safety Essay a Hoax
Trump called AI safety fears "a HOAX" on Monday and attacked Amodei by name, rejecting his 3,800, word "We Must Pace the Frontier" essay.
|
|
Also today
|
10, Year Treasury Yield Hits 5.041%, a 16, Year Peak
10, year Treasury yield broke above 5% to reach 5.041%, a level last seen in October 2007, crossing the threshold that historically triggers broad asset repricing
|
AI Stocks Plunge as Amodei, Altman Back Slowdown Call
The PHLX semiconductor index fell nearly 6%, its steepest single, session loss since July, on the coordinated AI slowdown statement.
|
Saudi Pipeline Closure Sends Crude Oil Price Toward $110
Drone strikes traced to Maysan province, Iraq, closed the kingdom's only Hormuz bypass while Iran keeps the strait shut.
|
Goldman: Brent Crude Above $120 by 2027 on Gulf Risk
Goldman Sachs research puts Brent crude above $120/barrel by 2027 if Gulf output holds 4 million bpd below pre, war capacity.
|
|
|
More headlines
|
|
Senate CLARITY Act Vote Hinges on Seven Democrats
Senate schedules CLARITY Act cloture at 2:15 PM ET September 15, requiring 60 votes to advance the most sweeping federal crypto legislation ever attempted.
|
|
CrowdStrike Surges as Cyber Stocks Become Safe Haven
CRWD added more than 8% as the Philadelphia Semiconductor Index fell sharply, marking one of the clearest rotation trades of the year.
|
|
Broadcom AI Revenue Soars 221% in Q3 FY2026
Broadcom (AVGO) Q3 AI revenue reached $6.7 billion, up 221% year, over, year, on surging hyperscaler demand for custom accelerators.
|
|
Altman Scraps OpenAI IPO, Citing AI Safety
Altman told Fortune on Saturday that taking OpenAI public "right now" is ill, advised, pulling the plug on the year's most anticipated tech listing.
|
|
MSFT Targets No. 1 Market Cap Spot From Apple
Azure's commercial remaining performance obligations hit $78 billion, up 84% year, over, year, signaling durable contracted revenue that equity markets assign premium multiples.
|
|
SMCI Co, Founder Charged in $2.5B AI Chip Smuggling Case
SMCI co, founder Wally Liaw and two associates were indicted by the DOJ on March 19, 2026, for conspiring to illegally export restricted AI servers to China.
|
|
Fed Opens September FOMC With 85% Hike Odds
Fed funds futures assign 85% probability to a 25, basis, point hike, which would lift the target range to 3.75, 4.00%.
|
|
|
Market briefs
|
|
|
|
From the startup desk
|
|
Buildots Raises $130M, Nears Unicorn Status
Buildots (Israel) — Closes $130M round near $1B valuation, expanding its AI construction platform that converts jobsite video into real-time project intelligence for mega-builds and data centers.
|
|
Open Cosmos Hits $1B Valuation on €300M Series C
Open Cosmos (UK) — Secures €300M Series C, becoming a space unicorn as it scales satellite manufacturing and its Earth-observation constellation for enterprise and defense clients.
|
|
Kaiko Extends Series B to $110M With S&P Global
Kaiko (France) — Extends its Series B to $110M led by S&P Global with BNP Paribas and Nasdaq Ventures, building onchain and digital-asset market data infrastructure for tokenized finance.
|
|
|
Video of the day
|
What is GDP?
|
|
The Daily Briefing from Pomegra. Market news, educational content only. Nothing here is investment advice.
|
|