unusual_whales

Reporter: How do you define socialism personally? JD Vance: I think in reality what it actually means in the American context is you want to replace American workers with foreigners workers, and you want boys to play in girls' sports "I think in reality, what it actually means in the American context is that you want to replace American workers with foreign workers, and you want boys to play in girls' sports." Read more: https://t.co/4WjExlBYAx

BREAKING: The U.S. Treasury sold $22 billion in 30-year bonds at a high yield of 5.618%, marking the highest clearing yield for a 30-year auction since August 10, 2000 The U.S. Treasury sold $22 billion in 30-year bonds at a high yield of 5.618% on October 8, marking the highest clearing yield for a 30-year auction since August 10, 2000. Read more: https://t.co/MD3NwIv9Ui

BREAKING: The average 30-year mortgage rate has hit 7.6%, per MortgageNewsDaily. The index rose to 7.59% on October 7 after opening rate sheets briefly topped 7.7% earlier in the day. Read more: https://t.co/WIB6y7WkN3

Webull, $BULL, plunged 20% yesterday. A bipartisan congressional panel said the trading app's ties to the Chinese government create a national security risk. The stock now trades near $5. It hit nearly $80 shortly after going public in April 2025. https://t.co/MtKh8xSdym

Look at this. On Aug. 18, Trump bought up to $5 million of SpaceX debt. Two days later, he signed a sweeping policy to expand U.S. commercial space transportation. SpaceX, $SPCX, is the country's dominant launch provider. Its stock is up about 11% since.

BREAKING: Trump disclosed 517 stock and bond trades in August, worth up to $273 million combined. His biggest buy: up to $25 million of Meta, $META, on Aug. 21. That same day, he also bought up to $5 million of: AT&T ConocoPhillips Abbott Laboratories Netflix Chevron And sold up to $5 million each of AMD and Church & Dwight, while trimming Nvidia, Boeing, Home Depot and Dell. His biggest buy was up to $25 million of Meta stock on August 21. Read more: https://t.co/s9nNPWBujt

"Layoffs haven’t been this low since the 1960s," per MW

Nvidia, $NVDA, has committed $1 billion to US science research that would focus on “super intelligence” and quantum computing.

BREAKING: Inflation on many everyday items was entirely due to tariffs, NY Fed has said per CNBC They estimate tariffs added about 2.9 percentage points to consumer goods inflation by February 2026. Read more: https://t.co/PupHt94oEy

BREAKING: OpenAI’s annualized revenue is actually approaching $50 billion, roughly $20 billion less than the $70 billion figure widely reported by media outlets in late September 2026, per FT Oracle shares slid 4.9% to $136.50 on the news, the hardest hit among the AI infrastructure names. Read more: https://t.co/SG5kvkSZY2

170 billionaire families have spent a record $1.7 billion on the midterms, plus another $600 million in dark money, per Americans for Tax Fairness. Billionaire political spending has increased 53x since Citizens United.

President Trump will present the nation’s highest honors for scientific and technological achievement, the National Medal of Science and the National Medal of Technology and Innovation to SpaceX and Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Dell Technologies CEO Michael Dell and more.

BREAKING; Trump says that the US will not attack Iran "at any time prior" to the US midterm elections

BREAKING: The Labor Department has suspended 8 major tech and outsourcing firms from the PERM program, the first step toward sponsoring foreign workers for green cards. The government will no longer accept new or process pending PERM applications from: Cognizant Infosys Capgemini Tata Wipro HCL Microsoft Adobe Microsoft and Adobe were suspended over "multiple active federal investigations." The government will no longer accept new applications or process pending PERM applications from Cognizant, Infosys, Tata Consultancy Services, Wipro, HCL, Capgemini, Microsoft and Adobe. Read more: https://t.co/sRdDlm40Hk

This is interesting. Ray Dalio says earnings growth has helped stocks absorb rising bond yields, but that advantage is narrowing. Dalio expects free cash flow to deteriorate even as earnings continue to improve. He says the bond sell-off has further to run.

Starbucks has explored a takeover of Chipotle, per FT. A combination would unite two restaurant giants into a company with nearly $50 billion in annual sales. Read more: https://t.co/F4cUPlGtp8

BREAKING: Trump’s administration is suspending Microsoft, $MSFT, from a program to apply for green cards for workers who come to the U.S. to live and work using an H-1B visa as it accuses the company of fraud. The Trump administration is suspending Microsoft from the federal program companies use to sponsor green cards for workers on H-1B visas, accusing the tech giant of fraud. Read more: https://t.co/1wZQ3JnurX

BREAKING: Trump bought as much as $25 million in Meta stock and as much as $5 million in SpaceX debt. The anchor trade of the month was a purchase of between $5 million and $25 million in Meta shares on August 21. Read more: https://t.co/LUFBSzd1Be

"Applications for US unemployment benefits fell slightly last week to the lowest level since July, showing layoffs remain limited across the job market," per Bloomberg

Good morning to everyone:

Good night to everyone:

JUST IN: Democrat James Talarico is now a 66% favorite to win the Texas Senate race, per Polymarket⁠.com. It has been back and forth between him and Ken Paxton all race. Texas has not elected a Democratic senator since 1988.

BREAKING: The Pentagon has told U.S. Central Command to finish preparations for the potential resumption of large-scale combat operations against Iran, per Axios.

JUST IN: The Democratic National Committee sues the Trump administration, alleging taxpayer-funded television ads violate propaganda law, per AP

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Broadcom, $AVGO, is arranging more than $50 billion in financing for the custom artificial intelligence chip it's developing with OpenAI, per Bloomberg

The Federal Reserve has said that the US participation with Japan in intervening to support the Japanese yen in late July was a Treasury Department move, and that its own funds weren’t involved.

BREAKING: Trump will award Elon Musk the National Medal of Science at the White House Thursday. Sergey Brin, Jensen Huang and Lisa Su will also receive the science medal, while Michael Dell and Satya Nadella will receive the technology medal. The National Medal of Science is the highest honor the United States bestows for scientific achievement. Read more: https://t.co/JFF118gCHi

The FBI arrested and charged an 18-year-old for allegedly planning a mass casualty attack in support of ISIS at the Mall of America, per ABC

BREAKING: San Francisco is temporarily banning new data centers within its borders, per Bloomberg Supervisors say the city's data center rules date to 2001, when the planning code classified the facilities as "internet service exchanges," long before generative AI created today's computing demands. Read more: https://t.co/Kpij2FvwwV