unusual_whales

At close: 🥗🥗🥗 https://t.co/lf2cyEiTtz https://t.co/7Xe9yyA4Uj

Most Fed officials expect another rate hike by year-end, per minutes from the September meeting. All 19 Fed officials backed September's hike, which raised rates to 3.75%–4%, the first increase since 2023. Nearly all officials see inflation risks tilted to the upside. Some warned AI could push demand above supply, driving prices even higher.

BREAKING: The average 30 year fixed mortgage is now 7.63%, per MortgageNewsDaily. The increase extends a relentless climb that has pushed borrowing costs to levels last seen more than two decades ago. Read more: https://t.co/DQv9fbgXdr

France will release 10 million barrels of diesel from its strategic reserves as fuel prices surge, per France Télévisions. It comes days after the G7 agreed to release 100 million barrels of diesel and oil, under pressure from Trump to tap European stockpiles. France and Germany hold up to 400 days' worth of diesel in storage.

BREAKING: Ray Dalio says AI is a "classic bubble," and it may be close to bursting. The billionaire Bridgewater founder says two forces usually pop a bubble: rising interest rates, and investors needing to turn paper wealth into cash. "Wealth is not the same as money." Wealth is not the same as money, he said. Read more: https://t.co/dTwlo4nBXK

BREAKING: Companies backed by President Trump's sons have won more than $6 billion in active or promised government contracts since the investments were made, per ABC

Look at this. Trump announced a $6.6 billion government investment in defense company Anduril. 1789 Capital, where Donald Trump Jr. is a partner, took a major stake in Anduril in June 2025. Since then, Anduril has won 135 other government contracts worth about $1.8 billion.

Kenya confirms its first Ebola death as outbreak spreads, per BBC Kenya has confirmed its first-ever case of Ebola, and it has proven fatal. Read more: https://t.co/Sw71Q0hRDF

ChatGPT for Teens is "not safe for kids," per a new Common Sense Media report. The nonprofit gave OpenAI's teen version its lowest rating: "Unacceptable Risk." Common Sense is calling on OpenAI to stop marketing the product and keep teens off ChatGPT until it's safe.

The U.S. has warned Moscow that its failure to disclose details about the death of a lab worker from a plague research center in Siberia violates international health obligations, per WSJ The United States has sent Moscow a formal diplomatic warning, telling Russia that its failure to disclose details about the death of a lab worker at a plague research center in Siberia violates international health obligations. Read more: https://t.co/zixUIJCdux

AI agents are getting wallets. Sui and Alibaba Cloud are teaming up so AI agents can pay for Alibaba Cloud services per call, in stablecoins, settled on Sui. Set a budget, and your agent handles the checkout.

After the penny, Congress is coming for the nickel. A new bill would let the Treasury test a cheaper metal mix for the 5-cent coin. The reason: it costs nearly 13 cents to make one. That's more than 2.5x what it's worth. The U.S. Mint stopped making pennies last November for the same reason. It cost 13.31 cents to produce a single nickel in fiscal year 2025, down slightly from 13.78 cents in fiscal year 2024. Read more: https://t.co/Xnx4hLN0wL

BREAKING: The U.S. Treasury will buy back up to $6 billion of its longer-dated debt on Thursday, per BBG It comes as the 30-year yield sits near its highest level since 2002.

Peter Schiff says the 10-year Treasury yield will soon top 5.5%. If it does, he says mortgage rates will climb above 8%. The 10-year is already near 5.3%, its highest since 2002. 30-year mortgage rates hit 7.24% in mid-September. There is 46% chance the 10-year Treasury yield goes above 5.5% before 2027. See more: https://t.co/n3tw6NW6gH Peter Schiff is sounding the alarm on bonds again. The economist says the 10-year Treasury yield will soon break 5.5%, and if it does, mortgage rates will climb above 8%. Read more: https://t.co/eVM9oOCGzx

Heating oil prices are soaring, and homeowners who rely on it could see winter bills jump 21%, per CNBC. Some customers are already paying more than $5.50 a gallon as the Iran war drives up crude, diesel and heating oil prices. Overall winter heating costs are forecast to rise 8.7%, more than double the rate of inflation, per the National Energy Assistance Directors Association.

BREAKING: Webull, $BULL, is down nearly 30% after a congressional panel said its China ties create a national security risk. The bipartisan House Select Committee on China says the trading platform is tied to the Chinese government "in structural ways."

Iran has said that there are no nuclear talks ongoing with the US.

A senior Iranian official says U.S. proposals on Tehran's nuclear program are "at odds with Iran's demands," per Reuters. The official added that there have been no negotiations.

France and Germany say most of the diesel they promised under last week's G7 deal isn't new. It will largely come from emergency reserves they already committed back in March, per Politico. Last Friday, the G7 agreed to release 100 million barrels of diesel and oil over four months, after Trump threatened to ban U.S. diesel exports unless France and Germany tapped their stockpiles.

"There is buy exhaustion in SPY," per BTIG

BREAKING: 10-year Treasury note yield hits highest level since 2002 as traders brace for key bond sale There is a 7% chance of a US recession by end of 2026. See more: https://t.co/U72sq66la5 The 10-year Treasury yield climbed to 5.34% on Thursday, its highest level since 2002, as a global bond selloff pushed borrowing costs to multidecade highs across the U.S., France, Britain and Japan. Read more: https://t.co/e9GgBAa1md

JUST IN: The Wednesday episode of WhaleWatch is live now! Covering options flow, gamma exposure, and taking live trades using Unusual Whales tools! What do you want to see? https://t.co/Wb5a90vFOG Still LIVE, covering options flow and taking live trades! What flows are you watching? https://t.co/fMpMG2rA8O

Tariffs are on the ballot, per the Cato Institute 75% of voters say tariffs will matter to their midterm vote, per a new Cato/Morning Consult poll. 74% say tariffs have raised prices, including 66% of Republicans. Only 21% believe foreigners mainly pay them. A new Cato/Morning Consult poll of 4,150 registered voters finds 75% say tariffs will matter to their midterm vote, including 35% who say the issue is very important. Read more: https://t.co/6AmgQEIjuV

About 71.5% of adults in the U.S. say they experienced fatigue on multiple days over the past three months, per NBC About 71.5% of U.S. adults say they experienced fatigue on at least some days over the past three months, making exhaustion one of the most common health complaints in the country. Read more: https://t.co/lnun8XEAnB

The number of people in the US aged 100 or older is expected to quadruple in number by 2054, per PEW.

Huawei says there will be 900 billion active AI agents worldwide by 2035, roughly 100 times the projected 9 billion human population.

The total bill per household since the U.S.-Iran conflict began is around $1,760, per Moody's. The total bill per household since the U.S.-Iran conflict began is around $1,760, according to an analysis from Moody's Analytics as of September 11. Read more: https://t.co/MMWPL9gpjU

Bloom Energy, $BE, is up more than 230% this year. AI data centers need power, and Bloom sells fuel cells that can deliver it on-site, skipping years-long waits for the grid. It powered one Oracle data center in just 55 days. Q2 revenue jumped 166% to $1.07 billion, its first $1 billion quarter ever. It expects 2026 sales to roughly double to as much as $4.2 billion. Every major U.S. hyperscaler has now approved its systems. Its financing deal with Brookfield grew from $5 billion to $25 billion. The stock now trades at roughly 108x forward earnings.

US is having its worst year for measles in 35 years, per CDC The CDC has confirmed 3,294 measles cases so far this year, making 2026 the worst year for the disease in the United States since 1991. Read more: https://t.co/GB9f5kPJbD

Good morning to everyone: