2026-09-02：The $77 Billion SpaceX Hallucination, The Treasury-Fed Civil War, and the $95 Oil Tax

The market appears to be celebrating record earnings, but one $77.1 billion SpaceX paper gain may be hiding a much less spectacular reality. At the same time, the Federal Reserve and Treasury are pulling interest rates in opposite directions, crude is hovering above $90, and a surprisingly weak jobs print is reviving the stagflation question. Why are Dell and Qualcomm benefiting from the AI boom while MongoDB sinks after beating expectations? Can oil push toward $95 or higher, and what happens to the S&P 500 if 7,630 support gives way? This episode follows the money through hardware, software, energy, bonds, and the accounting details investors may be overlooking. Full report: https://deepmarket.report/en/report/us_stocks/2026-09-02?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-09-02-en&utm_term=report_link