unusual_whales

JUST IN: Mark Zuckerberg says $META is rejecting calls for an AI slowdown, per FT

Broadcom, $AVGO, CEO Hock Tan says some AI investors are betting like they’re in a casino. “A lot of investors have no clue what they are investing in,” Tan said.

Federal agents have raided Democratic Rep. Ilhan Omar's Washington, D.C., home as part of an ongoing federal criminal investigation, per FOX Federal agents searched the Washington, D.C. home of Democratic Rep. Ilhan Omar of Minnesota early on Monday, October 12, as part of an ongoing federal criminal investigation. Read more: https://t.co/4LsV0eA9ZA

The bull market turned four years old today. Since bottoming at 3,577 on Oct. 12, 2022, the S&P 500 has more than doubled, up about 118%. It hit a new all-time high just last week. This year alone, it’s up about 13.5%, adding roughly $9 trillion in market value. But tech is doing almost all the work: strip out the biggest tech names, and U.S. stocks have slightly lagged Europe this year.

Microsoft, $MSFT, is cutting back on Nvidia. The company just unveiled Maia 300, its third-generation homegrown AI chip, and says Maia will now be its primary system for running AI across its products, including Copilot. Microsoft claims Maia 300 delivers 40% more AI output for the same power as leading GPU systems. It plans to deploy the chips at multi-gigawatt scale starting next year.

BREAKING: Ukrainian strikes on Russian technology giant Yandex's data centres have been followed by a dramatic decline in automated online activity, particularly on Reddit, per Euronews Ukrainian drone strikes hit three Yandex data centres in Russia over four days in early October, in Sasovo on October 8, Kaluga on October 9 and Vladimir on October 11, according to NetBlocks, Cloudflare Radar data and multiple reports. Read more: https://t.co/sTHElyBw8N

Deloitte helped in falsifying documents to hide Russia's Roman Abramovich’s wealth and evade tax, per BBC Accounts signed off by Deloitte in Cyprus made assets worth $672 million, including superyachts, mansions and private jets, disappear from Abramovich company accounts. Read more: https://t.co/qFSvM583QF

Goldman Sachs has said it is bullish for global stocks for the next 3 months.

"Signs of resilient economic momentum are reinforcing the bull case for US small caps," per Bloomberg

Prices for candy and chewing gum rose 8.1% in August from a year earlier, according to the latest available data from the Bureau of Labor Statistics. That's more than double the 3.4% increase in overall consumer prices during the same period.

US Treasury Secretary Scott Bessent is likely to reduce the auction sizes for long-dated government bonds, and could even cancel sales of 20-year debt altogether, according to Citigroup Citi's base case is a $3 billion reduction per auction for both 20 year and 30 year bonds, funded by additional Treasury bill issuance. Read more: https://t.co/Xu4YOvFfuI

BREAKING: Goldman Sachs has said it is bullish on stocks. Goldman Sachs has upgraded global equities to overweight for the next three months, reversing a neutral stance from September, according to strategists led by Christian Mueller-Glissmann. Read more: https://t.co/GhJceO98od

Trumps's Russia diesel deal will only cover nine days of US diesel demand, per EIA

Iran said it will broker talks between Saudi Arabia and the Houthis, per BBC Iran said it will help broker talks between Saudi Arabia and Yemen's Houthis, after Iranian Foreign Minister Abbas Araghchi spoke by phone on Sunday with Saudi Foreign Minister Prince Faisal bin Farhan. Read more: https://t.co/fG64bn81MD

Ukraine's Zelensky has said he is ready for an energy truce with Russia, but is not sure Putin is.

A mild morning. https://t.co/5sm5BNgTSj

Oil is up, $SPY trending down, and the Unusual Whales live trading show WhaleWatch is live for it! Taking live trades using Periscope True GEX and futures price action: https://t.co/usC6pXQGIK As equities chop near lows, our hosts are gearing up to do some flow reads! What do you want to see?! https://t.co/9nuucoMTDp

AI staff are complaining of mental toll over fears of threats to society, per FT

AI consultant and strategist is the second-fastest growing role in the US, per LinkedIn AI consultants and strategists ranked second on LinkedIn's 2026 Jobs on the Rise list for the United States, behind only AI engineers at number one. Read more: https://t.co/MaR0U3TLOK

San Francisco home prices are up 12% from a year ago, the biggest gain of any major U.S. metro, per Redfin. Dallas posted the biggest drop, down 1.4%.

McDonald's, $MCD, is adding more protein to its menu as GLP-1 drugs change how Americans eat. 11% of U.S. adults now take a GLP-1 for weight loss, roughly 28 million people, up from 3% in 2024, per Gallup. McDonald's says 84% of households with a GLP-1 user still eat there. McDonald's says 84% of households with a GLP-1 user still visit the chain. Read more: https://t.co/cOxsbtzzte

U.S. household income just hit a record high. The median household earned $87,460 in 2025, up 2.6% from 2024, per new Census data. That's the highest since records began in 1967. After taxes, median household income rose 3.1% to $76,060. U.S. median household income rose to $87,460 in 2025, the highest level since the Census Bureau began tracking the series in 1967. Read more: https://t.co/AqXbWCVhH1

McDonald's, $MCD, CEO Chris Kempczinski has said weak traffic and stubborn inflation are becoming the new normal for restaurants. McDonald's U.S. same-store sales rose just 0.8% last quarter.

Microsoft’s director of applied science has called the training of AI models the “largest theft of labor in human history,” per WaPo Hecht also called the practice "an astonishing theft of unprecedented proportions." Read more: https://t.co/oLDn3Q9ons

JPMorgan CEO Dimon has said: It's not clear to me we've slayed inflation.

A $100,000 salary in 2000 has the same purchasing power as $194,530 in 2026, per YF A $100,000 salary in 2000 has the same purchasing power as $194,530 in 2026, per Yahoo Finance. Read more: https://t.co/q6fG5XHSyX

40% of workers earning over $300,000 say they're living paycheck to paycheck, per Goldman Sachs. Roughly 40% of workers earning over $300,000 a year say they are living paycheck to paycheck, according to Goldman Sachs Asset Management's retirement survey research, reported by Barron's and Yahoo Finance. Read more: https://t.co/7U10LI843H

Six figures used to mean you'd made it. For a lot of Americans, it doesn't anymore. You now need over $120,000 a year to afford a median-priced home, per the Atlanta Fed. The median household earns $87,460. A household now needs to earn over $120,000 a year to afford a median priced home, per the Federal Reserve Bank of Atlanta's Home Ownership Affordability Monitor. Read more: https://t.co/gy9tUtmw9p

Trump has said it is the Democrats that led to high prices. He says Republicans are "fixing it." Inflation is currently running at 3.4%, well above the Fed's 2% target.

The S&P 500 is up about 14% this year. Its top stocks are up several hundred percent: Sandisk: +578% Moderna: +568% Dell: +361% Micron: +263% Marvell: +224% https://t.co/YaXfwC0yju