Rabu, 09 September 2026

Canadian Tariffs Hit US, NFL Kicks Off, and Secret AI Confessions

Canada's retaliatory tariffs on roughly $20 billion in U.S. goods took effect just after midnight Tuesday, hitting American milk, cheese, steel, golf clubs, appliances, and clothing with duties of 15% to 50%.                
͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌   ͏ ‌  

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The Flyover

Two CNBC headlines appeared within 24 hours.

Put them together, and the message is explosive.

The first revealed that Anthropic signed a $9.1 billion, 20-year data center agreement covering 191 megawatts of capacity.

The second carried a warning from the CEO of Norway's sovereign wealth fund: Roughly $2 trillion can disappear.

One headline shows where the next wave of money and infrastructure could be moving. The other shows what can happen when too much wealth crowds into the same familiar names.

I am not betting against AI. I am betting against arriving late.

Because Anthropic is still private. Most investors still cannot buy its shares directly.

And once a public IPO is announced, millions of people could attempt to force their way through the same narrow door.

I refuse to wait for that stampede.

I have uncovered a publicly traded vehicle whose largest holding is Anthropic.

Good investing,

Alexander Green

Chief Investment Strategist, The Oxford Club

The Flyover Podcast

The following stories are featured exclusively on The Flyover Podcast—a daily show that gives you the most important headlines in under 15 minutes.

How much money do you need to retire? The answer is simpler than you think. (Listen Now)

Lindsay Clancy's attorney is taking his fight straight to President Trump after a hung jury. (Hear Details)

Novartis just hit a major trial failure that could upend one of the drug industry's biggest cholesterol races. (Full Story)

Politics

The GOP opens its first-ever midterm convention in Dallas tonight, featuring a keynote speech from President Trump, with full coverage primarily on C-SPAN, CNN, and Fox News. The major broadcast networks remain non-committal, with NBC offering viewers the NFL's season-opening game at the same time. (More)

Iceland summoned U.S. Ambassador Billy Long after Trump posted a Truth Social map showing Iceland, Canada, Greenland, and other countries under the American flag. (More)

➤ The Trump administration closed a $1.9 billion loan to NextEra Energy to restart Iowa's only nuclear plant, its third nuclear restart financing to date. (More)

Illinois Gov. JB Pritzker launched a $20 million PAC targeting overlooked House races involving Democrats, further raising his national profile ahead of a potential 2028 presidential run. (More)

Sports

Ohio State held the top spot in the first regular-season AP Top 25 poll, released Tuesday, while Oregon fell to No. 6. LSU cracked the top 10 after routing Clemson, and Michigan dropped out entirely despite winning in the final second on a controversial call. (See List)

The SEC filed an amended federal lawsuit seeking to expel LSU from the conference over its effort to use former NFL players, with a membership vote set for Thursday. (More)

The New England Patriots signed cornerback Christian Gonzalez to a four-year, $135 million extension with $102 million guaranteed, making him the NFL's highest-paid corner. (More)

Nashville Sounds left-hander Thomas Pannone threw the third perfect game in franchise history, retiring all 27 Durham Bulls batters in a 3-0 win on Monday. The Sounds are a Triple-A minor league affiliate of the Milwaukee Brewers. (More)

Yesterday’s Results: US Open | MLB | Soccer

Finance

Trend Line Daily Market Report  09/08/2026

NASDAQ
National Association of Securities Dealers Automated Quotations
26,421.41
-0.32%
SPX
S&P 500
7,673.52
-0.58%
DJI
Dow Jones Industrial Average
52,786.07
-1.18%
BTC
Bitcoin
$78,541.36
-0.73%
GOLD
Per Ounce
$4,405.60
-0.55%
SILVER
Per Ounce
$66.44
0.60%
OIL
West Texas Intermediate Crude
$94.03
2.79%
ROIV
Roivant Sciences
$41.48
+18.75%
Bitcoin, gold, silver, and oil are traded 24 hours a day.

➤ Big Stock Move: Roivant stock jumped nearly 19% on Tuesday after the biotech firm reported positive mid-stage results for the company's experimental lung disease drug, Mosliciguat. (More)

New Apple CEO John Ternus is expected to debut the company's first foldable iPhone alongside upgraded iPhone 18 Pro models at today's annual launch event. (More)

The Treasury Department sanctioned 27 Iranian airlines under Operation Economic Outcast, aiming to isolate Tehran's entire aviation sector as the broader conflict continues. (More)

➤ GE Aerospace announced an $11.75 billion deal to acquire castings supplier Consolidated Precision Products in order to boost in-house manufacturing, its largest acquisition since becoming a standalone company. (More)

Flying together with our sponsor

Not Nvidia. Not Riot. Not another company merely selling equipment to the AI boom.

This is a potential backdoor into the private company creating that demand. It also offers exposure to Databricks and Anduril and can be purchased through an ordinary brokerage account.

I believe it could offer ordinary investors a shot at potential 10X gains this year as the Anthropic story unfolds…

Before the next major Anthropic headline puts millions of new eyes on the opportunity.

Click here to learn more about the ticker before the next headline hits.

Good investing,

Alexander Green

Chief Investment Strategist, The Oxford Club

P.S.: One headline says Anthropic is locking up 191 megawatts for 20 years.

The other says today's $2 trillion market machine may be far more fragile than it looks.

I know which side I want exposure to before the IPO stampede.

Learn more about the mystery ticker now.

Science & Technology

A hacker stole roughly $340 million in bitcoin from a crypto settlement network Sunday, then returned most of it after the company patched the bug they exploited. They're still holding about $47 million. (See Details)

Hunting for aliens may soon mean microscopes, not radio telescopes. A new study proposes sifting lunar soil for microscopic debris left by ancient civilizations. (More)

An artist's sidewalk confession box has collected more than 350 anonymous AI secrets over the past year. One writer cloned an ex's voice for a final goodbye conversation. (See Confessions)

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The Rotator

Wisdom Wednesday

Wisdom Wednesday is brought to you by:

The Flyover

Three little words can instantly put someone at ease, a psychologist says. The phrase works by validating feelings without claiming you know exactly what they're going through. (See Phrase)

Do you live with someone who blames you for everything? A psychologist says to skip the argument over fault and redirect the conversation to a solution instead. (See Advice)

A superhero-style alter ego can build real confidence, psychologists say. In one study, kids who pretended to be Batman stuck with tough tasks longer. (More)

Flying together with our sponsor

➤ Many people want to help when they see someone in need but they do not carry cash or worry that it could be misused. Street Charity offers $5 meal cards that can only be redeemed at fast-food restaurants nationwide, giving recipients the dignity of choosing what they want to eat. Unused funds are returned to community nonprofits fighting food insecurity. Learn how you can put meal cards directly into the hands of people who need them.

Et Cetera

 An American Airlines passenger allegedly got drunk and attacked his seatmate, so the crew and fellow flyers duct-taped him to his seat. The Arizona realtor has since been fired and charged with assault. (See Photo)

➤ Thieves stole four Renoir paintings worth roughly $10 million from a French Riviera museum Tuesday, dropping two paintings as they fled. (More)

Wisconsin is America's most beer-loving state for the second straight year, a new analysis finds. Michelob Ultra, the low-carb light lager, ranks as the nation's favorite brew. (See Rankings)

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Poll Position

Where would you go barefoot in nice weather?

  1. Everywhere I can
  2. Beach/pool/my yard
  3. Beach/pool only
  4. Never, footwear stays on
  5. Other
 

Yesterday's Results:

What's your go-to ice cream flavor?

  1. Vanilla: 29%
  2. Chocolate: 21%
  3. Other: 17%
  4. Mint chocolate chip: 14%
  5. Coffee: 8%
  6. Strawberry: 6%
  7. Pistachio: 5%

Quote BoxDaily Quote

Quote

"This mayor is not serving us. He's serving himself. We are asking respectfully that he not show up."

—  Charles Wolf, who lost his wife in the Sept. 11 attacks, at a group news conference asking New York City Mayor Zohran Mamdani not to attend this week's 9/11 memorial event

TriviaToday's Trivia

Henry Ford developed a prototype car made of what agricultural material?

Show me the answer

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