unusual_whales

The AI buildout is now the biggest investment boom in U.S. history. Financing it will cost $10.3 trillion from 2025 to 2032, an average of 3.63% of U.S. GDP every year, per a new Brookings study. That's bigger relative to the economy than the canal, railroad, electrification, highway and telecom booms. Financing the AI buildout will cost $10.3 trillion from 2025 to 2032, an average of 3.63% of U.S. GDP every year, according to a new Brookings study by Stijn Van Nieuwerburgh of Columbia University. Read more: https://t.co/HGXZk3PcKR

BREAKING: Microsoft, $MSFT, CEO calls for an ‘emergency brake’ on AI. Microsoft CEO Satya Nadella is calling on companies to build an emergency brake into advanced AI systems, arguing that powerful models should be treated as potential insider threats. Read more: https://t.co/JubuJuBnyH

Moderna, $MRNA, is now up more than 600% this year. It started 2026 at about $29, now at $225. It’s one of the best-performing stock in the S&P 500. The run: August: jumped 140% in a single day on positive late-stage melanoma vaccine data September: kept climbing toward $200 On Oct 9: up 14% after reports the NIH will push to speed up personalized cancer vaccines To see $MRNA plays and options, subscribe to Unusual Whales. You can get updates right on site. See more: https://t.co/nbPH6ZLqYs

Americans are scared of AI. 75% say they feel more fear and concern than hope and excitement about AI, per a new CNN poll. Only 25% lean toward hope. It crosses party lines: Democrats: 85% Independents: 77% Republicans: 62%

Russia had more than 50,000 casualties in Ukraine last month, with as many as 28,000 personnel killed, vastly more than Ukrainian forces, per Bloomberg Russia suffered more than 50,000 casualties in Ukraine last month, with as many as 28,000 personnel killed, according to a senior NATO military official cited by Bloomberg. Read more: https://t.co/FicMS231c3

Young men are reportedly turning on Republicans, per Cygnal. Democrats now lead 52% to 42% among men ages 18 to 30 on the generic ballot, per POLITICO. Among those most determined to vote, it's 57% to 40%. Their top concern: the cost of living, the same issue that pushed many of them toward the GOP two years ago. 43% say the rules in this country are set up against young men.

BREAKING: Kamala Harris is laying the groundwork for a third presidential run, per WSJ Former Vice President Kamala Harris is laying the groundwork for a possible third presidential run in 2028, according to The Wall Street Journal. Read more: https://t.co/wDL8CRpIgV

"Canada is preparing for a (long shot) US invasion," per BBC Canada is preparing for a long shot US invasion, a scenario Prime Minister Mark Carney says he has war gamed even though the risk is low and the likelihood is highly improbable, per the BBC. Read more: https://t.co/DPcHj0iYQ9

Trump claims Russia and Ukraine have agreed to what he described as an "energy ceasefire." Zelensky has said it is "news to me." President Donald Trump claimed on Sunday that Russia and Ukraine have agreed to an energy ceasefire, effective immediately. Read more: https://t.co/1cMUkuiaLF

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GameStop, $GME, CEO Ryan Cohen keeps buying his own stock. Sept. 10: 1 million shares, $20.4 million Sept. 21: 1.15 million shares, $26.4 million Sept. 29: 450,000 shares, $10.6 million That's about $57 million in less than a month. He now owns nearly 41 million shares directly. Four GameStop directors have bought shares too.

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"Hurray for higher mortgage rates. They’re a sign of a healthy economy and a portent of lower home prices," per WSJ https://t.co/k8bbdQYuch

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Now this is unusual. Verizon, $VZ, had one of its worst days since 2002. But did someone know about the incoming SpaceX, $SPCX, news? Take a look. https://t.co/385TxyNNGH

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BREAKING: Poland holds emergency meeting following possible assassination attempts on Prime Minister and defence minister Poland held an emergency meeting of security officials on Sunday after police received information about possible assassination attempts on Prime Minister Donald Tusk and Defence Minister Wladyslaw Kosiniak-Kamysz. Read more: https://t.co/6C9cKjOuHE

The "rich are fleeing high-tax states" story doesn't hold up, per Fortune. The states with the most progressive tax systems, including California and New York, have the highest concentration of millionaires in the country, per a Fiscal Policy Institute analysis of IRS data. And their millionaire populations have grown since 2010. When California raised its top tax rate to 13.3% in 2012, critics warned the rich would leave. About 138 did. That's 0.04% of the 312,000 people hit by the tax, per a Stanford-led study. "Taxes aren't really high enough for them to be sensitive." The states with the most progressive tax systems, including Calif…

The Fed may not be done hiking. Philadelphia Fed President Anna Paulson says "some modest further tightening may be warranted," with inflation still "stubbornly elevated." New York Fed President John Williams says the Fed "still" has "a lot of work to do." Fed Governor Michael Barr has also said more hikes are needed. The Fed raised rates last month to 3.75%–4%, its first hike since 2023.

Bernie Sanders has said: If you paid $1 in federal income taxes last year, you paid more than Citigroup after making $4 billion in profits, charging 32.74% interest on credit cards & slashing 20,000 jobs. Senator Bernie Sanders has said that if you paid $1 in federal income taxes last year, you paid more than Citigroup did. Read more: https://t.co/iScHC5fKFN

Nearly half of young voters now view capitalism negatively. 47% of voters ages 18 to 29 have a negative view of capitalism, per NBC 42% view socialism positively. Among all voters, 48% view capitalism positively, while just 21% say the same about socialism. Nearly half of voters aged 18 to 29 now view capitalism negatively, according to a new NBC News poll. Read more: https://t.co/mVxVa7J035

Look at this. Palantir, $PLTR, insiders have been cashing out all year. Feb. 20: CEO Alex Karp sold $65.9 million Mar. 2: Peter Thiel sold about $290 million Aug. 20: Karp sold another $86 million In August alone, six Palantir executives sold about $95 million combined. Not one insider has bought a share this year.

11% of U.S. adults now take a GLP-1 for weight loss, roughly 28 million people, up from just 3% in 2024, per Gallup. About 11% of U.S. adults now take a GLP-1 drug for weight loss, roughly 28 million people, according to Gallup. Read more: https://t.co/8JeloMMkTp

Look at this. Meta, $META, insiders have made 172 trades in their own stock over the past six months. Purchases: zero. CFO Susan Li: ~$95 million sold COO Javier Olivan: ~$24 million sold, often every week Product chief Chris Cox: $13 million sold on Sept. 9 CTO Andrew Bosworth: ~$10 million sold On Sept. 24, Mark Zuckerberg joined in, selling $21.4 million, his first sale in over a year. Not one Meta executive or director has bought a single share.

BREAKING: Trump says Ukraine should get a new president as he blames Zelenskyy for U.S. diesel prices, per AP President Donald Trump said Saturday that it was time for Ukraine to get a new president, according to the Associated Press. Read more: https://t.co/NsEhzfBgSR

BREAKING: The Pentagon acknowledged that the number of troops who have died in the Middle East during its operations against Iran is higher than previously reported, and updated the official count to include two more noncombat deaths, per WaPo The Pentagon has acknowledged that more U.S. troops died in the Middle East during operations against Iran than it had previously reported. Read more: https://t.co/EGOdHxNt40

Oracle, $ORCL, is down 52% in the past year. On September 29, a director bought about $3.5 million of the stock. Former Quest Diagnostics CEO Steve Rusckowski bought 25,000 shares at around $139. https://t.co/YkBtv13IqV

OpenAI CEO Sam Altman has said that artificial intelligence will provide significant benefits that justify the tradeoff of accepting “some bad things," per Forbes

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