Morning Dose #335: Oil Shock, Fed Shift, and a Semis-Only Market – Tuesday 9/8/2026

Episode summary

A weekend U.S.-Iran strike sends oil to its highest level since June, splitting the Dow and Nasdaq while the Fed’s regime shifts after a blowout jobs report. The team breaks down improving market breadth, a semiconductor-led rally, and the exact trade codes for navigating a cautious, narrow, stock-picker’s market ahead of Thursday’s PPI and Friday’s CPI.