Good morning.

The Fast FiveWall Street braces for August inflation report, ECB hikes interest rates, bond selloff sends 10-year yields to near 5%, oil jumps to $105, and Wall Street says Apple's new foldable iPhone has 2 problems

📌 Here’s the stock symbol I’ve promised
(from Stansberry Research)

  • Today:
    Consumer Price Index, 8:30A

  • Monday:
    None watched

Your 5-minute briefing for Friday, September 11 🇺🇸

BEFORE THE OPEN

As of market close 9/10/2026.

Pre-Market:

Market Wrap:

  • Futures: Dow -11, S&P flat, Nasdaq +0.1%

  • Thu: Dow -300 (-0.6%), S&P -0.6%, Nasdaq -0.7%

  • Stocks fell for a fourth straight session

  • WTI topped $100 as U.S.-Iran tensions persisted

  • 10-year Treasury yield surged above 4.95%

  • Wholesale inflation rose 0.4% in August

  • Focus shifts to CPI and next week’s Fed decision

EARNINGS

Here’s what we’re watching this week:

  • Today:

    • Kroger $KR ( ▲ 0.9% ) - EPS of $1.06 (+1.9% YoY) on $34.61B revenue (+2.0% YoY)

The Closest Thing to a Virtual AI Monopoly Wall Street is Ignoring

A little-known company is building what may be the closest thing to a virtual monopoly the AI era has ever seen.

Only 3...

Yet it beat Apple, Amazon, and the S&P 500 combined...

While paying out $146,000 in total dividends on a 1,000-share stake.

Kevin O'Leary calls what it controls a "unicorn."

Right now, it's trading at a rare discount.

>> Whitney Tilson reveals the name, completely free. <<

- A sponsored message from Stansberry Research -

HEADLINES

Consumer prices are expected to have risen at a faster pace in August, potentially strengthening the case for a rate hike next week.

Rising borrowing costs threaten to disrupt the stock market and slow the economy

  • Wall St ends lower as yields rise, inflation concerns mount (more)

  • Bessent: 'A large bank' will be sanctioned next week, part of Iran strategy (more)

  • Trump moves to ease environmental rules for data centers (more)

  • Trump announces $500 Obamacare refunds for nearly 1 million people (more)

  • ECB hikes interest rates amid inflation risks (more)

  • Oil jumps to $105 a barrel after Middle East tanker attacks escalate (more)

    • US average diesel price passes $6 a gallon for the first time (more)

    • OPEC further lowers 2026 global oil demand growth forecast (more)

  • Wholesale prices rose 0.4% in August, as expected (more)

  • US weekly jobless claims edge down as layoffs remain low (more)

  • Mortgage rates just crossed 7% (more)

  • Wall Street says Apple's iPhone Duo has 2 problems (more)

  • Oracle tops estimates as AI demand tempers cash-burn fears (more)

  • JetBlue raises third-quarter fuel price forecast (more)

  • Adobe beats third-quarter revenue estimates on AI product demand (more)

  • Defense tech Mach Industries doubles valuation to $3.7B in 3 months (more)

  • PayPal keeping options open amid buyout rumors (more)

  • Chinese AI labs secretly used millions of Claude exchanges to train their models (more)

DEALFLOW

M+A | Investments

  • Copart buying ACV Auctions for $1.9B in its biggest-ever deal

  • Shell sells Rhode Island power plant to Constellation Energy for $715M, acquires Hunlock Creek

  • Axogen to acquire BioCircuit Technologies for $200M

  • Nasdaq to invest $100M in Kraken parent to deepen tokenization push

  • Brazilian ID-verification firm Unico acquires Argentina's Valida

  • Barington takes new stake in Bath & Body Works

  • A-Rent Test Equipment receives investment from Bregal Sagemount

VC

  • Motive, an AI platform for physical operations, raised over $1.3B in funding

  • Positron AI, an AI inference hardware platform, raised $875M in Series C funding

  • Mach Industries, a defense manufacturer developing advanced autonomous systems, raised $600M in Series C funding

  • Ayar Labs, a company specializing in co-packaged optics solutions, raised $150M in additional funding

  • TAR, off-grid power systems for AI data centers, raised $120M in Series A funding

  • Clay, an AI go-to-market company, raised $115M in Series D funding

  • Perry Weather, a weather safety and operations platform, raised $110M in funding

  • Inspiren, an AI-powered senior living care platform, raised $70M in Series C funding

  • Heron Power, a provider of power electronics solutions, raised a $60M credit facility

  • Lightfield, an AI-first CRM system of record, raised $47M in Series A funding

  • Epsilon Health, an AI-native radiology practice, raised $27.6M in funding

  • Luminary, an AI wealth transfer and admin platform, raised $22M in Series A funding

  • Aqua, a provider of an investments platform, raised $15M in Series A funding

  • Graph AI, an AI-native patient safety platform, raised $13.3M in Series A funding

  • Intermezzo, a global payroll infrastructure company, raised $10M in funding

  • Sparkle Grooming Co., a wellness-focused dog grooming franchise, received $6M in funding

CRYPTO

  • Bessent urges CLARITY Act passage after Senate returns (more)

  • Nasdaq invests $100M in Kraken parent company Payward at $21B valuation (more)

  • Coinbase, Moov to provide stablecoin infrastructure for US community banks (more)

BULLISH BITES

🚨 Move your money here before September 30th. *

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DAILY SHARES

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