Friday, September 11: CPI morning...

Friday, September 11: CPI morning. Copart buys ACV. Copper tariff stalls.

IA
The Triple Tape por Brian Stegman
11 sept 2026
08:05

Notas del episodio

Pre-open Friday. CPI + Real Earnings 8:30 (street ~+0.4%/+3.4% headline; core ~+0.2%/+2.4%). Bitwise liquidates Dogecoin ETF BWOW. Nasdaq Ventures ~$100M into Payward/Kraken for tokenized equities (NETs ~Q2'27). Lummis updated Clarity text ahead of Tue cloture. Copart to buy ACV Auctions ~$1.9B cash ($10.50). Bending Spoons–Miro $1.36B. Axogen–BioCircuit $200M + ~$209M raise. Salesforce closes Fin. Oracle Q1 beat (cloud infra +121%; FY ≥$90B); Adobe soft Q4 sales guide; Zumiez crushed on guide. White House copper tariff plan stalls — premium unwinds. Brent settled >$107 (+6%) on tanker/Mocha risk. LME Cu stocks Sep 10 234,750 t (−1,075). Kitco: palladium +2.2%, platinum +1.2%, silver +0.9%. FOMC Sep 15–16. The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.