unusual_whales

Good night to everyone:

JUST IN: SpaceX looks to raise $40 billion to buy Nvidia chips in financing led by Apollo, per FT

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Apple, $AAPL, is going to push into smart home devices will include a doorbell, thermostat and other accessories developed through partnership with LG Electronics, set to be introduced on October 13, per Bloomberg.

BREAKING: Christa Pike is conscious and speaking at a hospital nearly a week after Tennessee's failed execution, her attorneys say.

Russian oligarch says Donald Trump Jr. has paid him back for wedding celebration expenses. Umar Kremlev said, “Frankly speaking, I do not understand why he decided to do so.”

JUST IN: Netanyahu's odds of winning the Israeli election have climbed to 37% per Polymarket⁠.com. He is still in second place behind Gadi Eisenkot, with the election just weeks away. https://t.co/7QrC39Cpah See odds in the Israel election on Polymarket: https://t.co/eMqPASUyK7

The AI boom is showing up in the trade deficit. The U.S. trade deficit widened to $105.6 billion in August, up 13.7% from July and above the $102 billion expected, per the Commerce Department. Imports jumped 4.3%, driven by a flood of goods tied to the AI build-out and shifting tariff policies.

Palmer Luckey's bank, which aims to replace the collapsed Silicon Valley Bank as the lender of choice for early-stage technology businesses, has added more than 500 customers and exceeded $3 billion in deposits over the past quarter, per FT Palmer Luckey's bank is on a tear. Erebor, the tech-focused bank founded by the Oculus creator and Anduril co-founder, has surged to more than $7 billion in deposits Read more: https://t.co/KM6YgvYSrl

BREAKING: S&P 500 and Nasdaq have closed at record highs

BREAKING: OpenAI will watermark ChatGPT and Codex text in the EU to comply with the AI Act. Editing can make the invisible marks harder to detect, per TC

NEWS: The US is advising strongly to not travel to Russia, per BBC The United States is strongly advising Americans against traveling to Russia as Washington monitors reports of a suspected pneumonic plague case in the Siberian region of Irkutsk. Read more: https://t.co/3JtzKRYy6d

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The S&P 500 hit a new all time high today, with marketwide participation Bullish options flow leaders: $AVGO $AMZN $NBIS Bearish flow: $NVDA $MU $WDC https://t.co/yUMTadAZhY https://t.co/oQ2InAmsly

Trump: Once Iran war is over, oil prices will go down. He added: The US Dollar is very strong.

BREAKING: Ray Dalio warns the U.S. may not be able to count on its biggest foreign lenders. China and Japan, two of the largest foreign holders of U.S. Treasuries, are showing weaker demand. China's holdings have fallen by more than half, from $1.3 trillion in 2013 to about $618 billion. Japan still holds roughly $1.1 trillion. Dalio says less foreign buying could put even more pressure on U.S. borrowing costs, with the 10-year yield hovering near 5.3%.

BREAKING: The bond sell-off is starting to hit corporate America. Companies are being forced to rethink how and when they borrow, and the weakest, lowest-rated businesses now face a rising risk of default. per FT The 10-year Treasury yield recently hit 5.34%, and the 30-year hit 5.70%, both the highest since 2002. Corporate America is feeling the bond sell-off as rising Treasury yields force companies to rethink their borrowing plans. Read more: https://t.co/m2k2yoxlhV

Iran is ramping up attacks on oil tankers in the Strait of Hormuz, per CNBC Nearly 20 commercial ships, mostly tankers, have been attacked in the past month while sailing through Hormuz, the Persian Gulf or off the coast of Oman, per the Joint Maritime Information Center. About a fifth of the world's oil has passed through the Strait.

"If California’s “billionaire tax” passes, it will amount to the first time that a government in the U.S. has successfully taxed the assets, rather than the income, of extremely rich people as a class," per the New Yorker

"After years of overspending, France has emerged as one of Europe’s weakest links. Investors are bracing for things to get worse," per WSJ

BREAKING: Michael Burry has said: The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months. Michael Burry says the stock market is in its first stage of grief, denial, a phase that lasted six to nine months in both 2000 and 2008. Read more: https://t.co/zhc3Sgvfpy

Trump has said that Islam is trying to take over France.

Iran: Hormuz will not be opened by threats or pressure.

BREAKING: Property buyers are demanding sellers renegotiate terms because of higher mortgage rates, signaling broader market distress, per WSJ A growing number of commercial real-estate buyers are threatening to walk away from recent transactions unless sellers offer better terms. Read more: https://t.co/KEubgYWdWF

A federal judge said that police conducted an “unconstitutional warrantless search” by using Flock cameras to reconstruct a woman’s travels without probable cause, per WaPo

Every midterm election year since 1946 has been followed by positive one-year stock returns. The biggest gain after a midterm election year was in 1954, at 34%. The average one-year gain has tallied 14.4%.

The U.S. trade deficit just got bigger. It widened to $105.6 billion in August, worse than the $102 billion expected and up from $92.8 billion in July. Imports jumped 4.3% to $420.8 billion. Exports rose just 1.4% to $315.2 billion. The gap in goods and services trade grew 13.7% from the prior month to $105.6 billion in August, Commerce Department data showed Oct. 6. Read more: https://t.co/Uog334Ws0G

The new Gamma is here. Gamma 5 was built from the ground up to work seamlessly with PowerPoint, importing and exporting decks with formatting intact. One import, one instruction, one export. Your old decks stay saved, and Gamma Classic is still one click away.

The U.S. economy has now gone 78 straight months without a recession, the 6th-longest expansion since 1854, per NBER. That's well above the long-term average of about 49 months, and the median of about 38. The record: 128 months, from 2009 to 2020. To pass it, this expansion would need to last until early 2031. The economy has now gone 78 straight months without a recession, the sixth-longest expansion since 1854, per NBER data. Read more: https://t.co/cbdkQpuGI3

Sweden's prime minister: Sweden to send patriot air defence systems to Poland's eastern border as part of NATO