2026-09-08：The Reality Check: 4.8% Yields, $100 Brent, and Canada's 50% Tariffs Collide with AI's Infinite CapEx Narrative

The market just received the jobs number it wanted, and then stocks got the answer they feared: 162,000 new jobs, a 4.8% ten-year yield, and a 58% chance of a Fed hike. Meanwhile, Canada's 50% tariffs are pressuring the Dow, Brent is hovering near $100 despite tanker attacks, and Nvidia's $5 trillion valuation is being tested by an AI spending boom that may be far larger than Wall Street expected. Then come the cracks: Novartis's DM1 failure hits Sarepta and Dyne, while Tesla's steering-wheel-free Cybercab faces an NHTSA probe. Is this a broad market reset, or a rotation into the few companies still converting capital into growth? Hear the full breakdown: https://deepmarket.report/en/report/us_stocks/2026-09-08?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-09-08-en&utm_term=report_link