The Triple Tape

The Triple Tape

by Brian Stegman

Investing Daily News

Thursday, September 3: Ultragenyx forty-five. Snowflake twenty-three. Claims into payrolls.

The Triple Tape — Thursday, September 3, 2026 Ultragenyx crushed after a Phase 3 Aspire miss. Snowflake ripped on a beat and raise. Broadcom printed a huge AI quarter. Claims, trade, Waller, and ISM Services hit today; payrolls Friday. CRYPTO • Coinbase launches regulated crypto futures in Canada (up to 10x) • HashKey joins DTCC digital-assets working group (first Asian CSP) • Thailand finalizes Travel Rule + self-custody wallet checks (eff. Feb 27, 2027) • DOJ + CrowdStrike disrupt Sality clipjacking botnet • Grayscale / a16z / CCI urge SEC not to blanket-restrict “novel” ETFs Tape (CMC ~5:16 a.m. ET): BTC $77,833 +1.19% · ETH $2,403 +0.31% · USDT $0.9995 · BNB $702 +2.44% · XRP $1.37 +2.67% STOCKS • CDW to acquire Lovelytics ~$525M • Diversified Energy buys Birch Permian from Elliott ~$1.8B • Ultragenyx Phase 3 Aspire miss (Angelman) • Shell completes ARC Resources (~$16.5B EV) Earnings printed: Broadcom, Snowflake, HPE, NetApp, Tilly’s, Netskope Tape: RARE −45% · TLYS +29% · SNOW +23% · NTSK +10.5% · NTAP −8.8% METALS • Dutch central bank moves ~86t gold from NY/Ottawa toward London • Eldorado McIlvenna Bay ramp + 43% mill-expansion study • SHFE Cu warrants Sep 2: 29,517 t (−249) • LME Cu stocks Sep 2: 233,850 t (+350) • Goldman Sachs gold $4,900 YE on CB buying (~50 t/mo) Tape (Kitco ~5:14 a.m. ET): Pd $1,355 +1.50% · Au $4,437 +1.14% · Pt $1,773 +0.97% · Ag $65.82 +0.94% · Cu $6.54/lb −0.19% CALENDAR (ET) 8:30 Trade (July) + Claims + Productivity Q2 revised + Waller ~9:45 S&P final Services/Composite 10:00 ISM Services (Jul 54.1) Fri 8:30 Employment Situation (Jul NFP −23k / U 4.1%; ADP Wed +38k) Takeaway: Claims and ISM Services into Friday payrolls; RARE crushed, Snowflake ripping; Dutch gold relocation as the CB story. Voice: xAI lumen. No trade recommendations.

Wednesday, September 2: Dell forty-seven. GitLab nineteen. ADP at eight-fifteen.

Pre-open Wednesday. MAS Singapore proposes 100% stablecoin reserves and a yield ban (consultation to Oct 16). Core DAO emergency hard fork after excess validator rewards; major exchanges restrict CORE. Bitfinex Securities lists tokenized notes tied to Strategy/Metaplanet. OpenAI Astra rated Critical for cyber (CoinDesk). GoPro–Starman Optical $285M cash + ~10% residual. Fervo–Google 396 MW geothermal PPA (option toward ~1 GW). Bloomberg: Nvidia advanced talks for Hugging Face ~$12.9–14B (no signed deal). John Ternus Apple CEO effective Sep 1. Earnings AMC Sep 1: DELL $47B/+58%, FY $192B, $95B AI backlog; GTLB $286.3M/+21%; MDB $771.8M/+30% (Q3 guide selloff); CRDO $479M/+115%. CMC 5:04 a.m. ET: BTC $76,992 (−1.05%), ETH $2,396.82 (−2.03%), USDT $0.9994 (−0.04%), BNB $683.51 (−0.40%), XRP $1.3303 (−2.42%). Yahoo/SMW premarket: GTLB $53.73 (+19%), MDB $374.30 (−14%), DELL $463.96 (+9.2%), CRDO $191.99 (−7.2%), HPE $53.46 (+5.1%). Sibanye OKs Mt Lyell Cu-Au restart (~$340M; first ore early 2029). ACG first Cu concentrate Gediktepe. SHFE Cu warrants Sep 1 29,766 t (−574); LME Cu stocks 233,500 t. Reuters: gold >3-week low on Iran/oil/rate channel. Kitco ~5:00 a.m. ET: Pt $1,718 (−1.09%), Ag $63.66 (−0.45%), Au $4,312.70 (−0.35%), Cu $6.5290/lb (−0.21%), Pd $1,285 (−0.16%). ADP 8:15 a.m. ET (Jul +44k; street ~+47k). Factory orders + BLS metro 10:00. Beige Book 2:00. Fri payrolls (Jul −23k / 4.1%). The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.

Tuesday, September 1: London onchain. Silver down three. Anthropic thirty-five.

Pre-open Tuesday. LSE+Payward putting the 100 largest UK stocks on xStocks; 2027 LSE 24 listing pending approval. 1789 Capital leading $1B Polymarket round at $21B. Lazarus-linked wallets sold >$30M BTC on Hyperliquid in 3 weeks. ICE takes tZERO stake, licenses 103 patents. Ireland bars crypto from 2027 tax-advantaged accounts. Reuters: Anthropic–Lambda $35B Texas cloud (Hut 8 350 MW). Apple overnight OpenAI trade-secret filing. Lilly up to $2.875B for Merida. SLB $4.1B Kelvion. NIO August deliveries 35,836 (+14.5% YoY). No overnight earnings. CMC 5:03 a.m. ET: BTC $77,849 (−0.76%). Yahoo premarket: PSQL $18.81 (+8.73%), DUOL $156.57 (+5.54%), SEZL $114.57 (−4.96%), NVS $158.21 (+4.04%), NIO $4.09 (−3.54%). Kitco 5:00 a.m. ET: Ag $64.59 (−2.76%), Pd $1,308 (−2.53%), Au $4,370.40 (−1.72%), Pt $1,759 (−1.68%), Cu $6.5879/lb (+0.09%). Barr 9:05 a.m. ET. ISM/JOLTS/construction 10:00 a.m. ET (ISM July 55.6; JOLTS June 7.4M). The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.

Monday, August 31: Larak Island. PG&E down ten. Cronos halted.

Pre-open Monday. U.S. struck two Iranian launchers on Larak Island; Brent $90.24 (+2.4%), WTI $85.34 (+2.4%). PG&E premarket $14.97 (−9.8%) after SB 492. Aon near ~$17B USI/KKR deal. BioMarin–Ascendis Yuviwel royalty settlement. Cronos halted after ~$75M Tectonic exploit. BitGo buying NYDIG trading arm. Solana SGP-0002 passed. CMC: BTC $78,447 (+0.5%). Kitco: Pt $1,798 (−1.2%), Pd $1,389 (−1.1%), Ag $66.90 (+1.0%), Au $4,437 (−0.4%). Dallas Fed 10:30 a.m. ET. Warsh Friday: 2% PCE “firm, fixed”; 2-year +~12 bp. The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.

Friday, August 28: Elastic twenty-two. Marvell eight. Warsh at ten.

Pre-open Friday. Elastic +22% and Gap +14% lead the overnight; Marvell −8% and Rubrik −8% after Thursday prints. Marvell raised FY27/FY28 but sold off on Google custom timing. Autodesk −4% on Q3 EPS guide; Workday flat after a raise. BTC ~$79.4k (−0.5%) with eight-day ETF inflow streak; Schwab plans SOL/AVAX/LINK on Schwab Crypto. Kitco: Pd +2.1%, Ag +1.6%, Au flat $4,602. Warsh Jackson Hole keynote 10 a.m. ET. The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.

Season 1

Thursday, August 27: Nvidia printed. Software ran further.

Pre-open Thursday. Nvidia printed $96.2B, guided $108B with zero China data-center compute; stock +7.5% premarket. Salesforce +11% and CrowdStrike +8.6% ran further. Nasdaq futures +1.1%; Dow and Russell futures flat to down. BTC ~$79.8k, gold flat at $4,595. Claims 8:30. Jackson Hole opens today; Warsh keynote Friday 10 a.m. ET. The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.

About The Triple Tape

What this show is. Weekday mornings, about ten minutes. Stocks, crypto, and metals as equal sleeves. Overnight tape, today's calendar, one thing to watch. No fluff, no trade calls. New episodes weekdays around 6 a.m. Eastern.

Season 1

Wednesday, August 26: Nvidia after the close

Live late-morning tape, not the 6 a.m. pre-open. S&P basically unchanged. Intuit guide miss. BTC back under $80k. Gold offered about 1%. Overnight oil dump toward $80 then bounce. Thing watching: Nvidia after the close. Jackson Hole Thursday, Warsh Friday. The Triple Tape: weekday morning stocks, crypto, and metals as equal sleeves. No fluff, no trade calls.

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