Wednesday, September 09, 2026 — Oil tops $100 for first time since July, Treasury’s $6B buyback is triple normal but underwhelms, and Analog Devices-Alif adds semis M&A.

Brent crude hits $100 for first time since July as renewed US-Iran exchanges amplify supply disruption fears; stock futures and Dow drop. Oil is the midday tape driver. Treasury will buy back up to $6B in longer-term debt, triple the normal level, with Bessent’s bond plan details out. MarketWatch says still underwhelmed—good signal for rate relief? Not yet. $ADI to acquire Alif Semiconductor for $1.35BN—a $1BN club semis deal. Watch this with the unprecedented $AMD/$NVDA valuation split; embedded AI assets are getting bid. OpenAI’s math turning point and AI agents taking bigger share of work at Korean firms say adoption is broadening. Analyst calls flag $DELL, $FSLR, $AFRM, $TEVA, $HOOD—not just $NVDA. U.S. Bancorp $USB to launch its own stablecoin—another bank into tokenized dollars. Payment moat talk on $V gets more interesting. $KFY Q1 earnings and revenue top estimates. Quiet but useful labor-market signal from executive search. So what? Oil above $100, a $6B Treasury buyback that

Brent crude hits $100 for first time since July as renewed US-Iran exchanges amplify supply disruption fears; stock futures and Dow drop. Oil is the midday tape driver.