unusual_whales

Someone just traded $14.9 million in CoreWeave, $CRWV, calls, a single trade that dominated the stock’s options activity today. Contract: $80 calls expiring Sept. 17, 2027 Printed as a cross, so there’s no clear sign whether it was a buy or a sale https://t.co/cJKMmjwqJ6

Some unusual flow today. Someone just bought $4.32 million of bullish Google, $GOOGL, calls. Contract: $290 calls expiring Jan. 15, 2027 Size: 754 contracts at about $57 each Nearly all bought at the ask ($4.31 million vs. just $11,000 at the bid), a sign of urgency Breakeven: about $347 by expiration The trade triggered repeated alerts with rising fill prices, suggesting a buyer kept paying up to build the position.

BREAKING: Trump says US will 'burn' like France if 'radical Democrats' come to power

OpenAI is reportedly racing to raise $30 billion at a valuation above $1.4 trillion, ahead of Anthropic’s expected November IPO, per Bloomberg OpenAI is reportedly telling investors it has $50 billion in annualized revenue and is targeting $70 billion by year-end.

Goldman Sachs just raised its copper forecasts. End of 2026: $14,700 a ton, up from $13,735 2027 average: $15,400, up from $13,800 The bank expects a supply shortage outside the US of 950,000 tons this year and 220,000 tons in 2027.

BREAKING: Goldman Sachs says investors’ appetite for risk is collapsing. Its risk-appetite indicator has turned negative for the first time since April, hitting its lowest level since the early days of the Iran war. Investors are dumping AI stocks and piling into US Treasurys, even after a hotter-than-expected inflation report. It follows Goldman’s warning yesterday that investor positioning has turned increasingly defensive.

US home prices are still rising, despite the housing slump. Prices rose 0.25% in September, and annual growth accelerated to 3.8%, the fastest since June 2025, per Redfin. That’s despite mortgage applications near 1995 levels and sellers outnumbering buyers by 63%.

US private hiring is slowing. Private employers added an average of 18,500 jobs a week over the four weeks ending Oct. 3, per ADP. That’s down from 26,000 a week in the prior reading, a 29% drop.

A US judge has dismissed the civil lawsuit filed against OpenAI CEO Sam Altman by his sister, Ann Altman, which accused him of sexually abusing her when she was a child, per Reuters Sam Altman has denied the allegations.

UK says it will deploy fighter jets to defend Saudi Arabia against Houthi attacks in Yemen, per CNN

The White House has blocked the transfer of Patriot missiles to Ukraine, US officials have said.

BREAKING: The cost of hedging against default by the hyperscalers has hit a all time high, per FT

BREAKING: The US and Iran have reportedly given preliminary approval to a new compromise proposal from Qatar and Pakistan, per Reuters It follows a report Monday that a breakthrough deal between Washington and Tehran could be announced as soon as this week, and Iran’s president saying Friday that Tehran is ready for dialogue.

A mixed morning. https://t.co/z1ZwZbN5T9

Michael Burry says the stock market is in denial. “The stock market is quite obviously in its first stage of grief, denial,” the “Big Short” investor posted on X. He added that in 2000 and 2008, the denial stage lasted 6–9 months.

People 75 or more have had their median net worth increase dramatically since 2022, whereas those less than 35 have had it decrease, per WSJ: https://t.co/xIAfetfwxZ

The 10 biggest AI stocks now make up a record 42% of the entire U.S. market: the Magnificent 7, plus Broadcom, AMD and Micron, per Bloomberg.

The CBO’s director says the U.S. would need to grow at nearly triple its normal pace just to keep its debt from getting worse. To stabilize debt as a share of GDP, the economy would need 5–6% real growth and 7–8% nominal growth, CBO Director Phillip Swagel says, assuming the government borrows at around 4–5%. The U.S. economy typically grows about 2% a year after inflation.

"People who sleep near their dogs don’t experience disrupted sleep," per NBC

Federal Reserve officials are increasingly pointing to “surging AI-related investments,” alongside higher prices for crude oil and fuel due to the war in Iran, rather than tariffs to explain why the prices of goods keep rising, per WaPo.

The U.S. has lost more than 24,000 hospital beds over the past 15 years. At the same time, the population has grown by more than 30 million people. And it’s not just a rural problem: rural and urban hospitals closed at the same rate, per Bloomerg.

BREAKING: Canada is officially removing the LMIA requirement for qualifying high-wage job offers from November 3, ending the step where employers had to prove no Canadian was available for the role, per CTV.

Oil stocks in US strategic petroleum reserve fall to lowest level since 1982, per Reuters

Top Pentagon officials have expressed their intention to hold off on releasing an internal report into the attack on Shajarah Tayyebeh Elementary School in Minab, Iran until after the US midterms at the earliest, per Bloomberg.

BREAKING: “Grand Theft Auto VI” could cost the US economy $1 billion in a single day. The long-awaited game drops Nov. 19, and up to 1.5 million Americans could call in sick or take the day off to play it, according to estimates cited by the International Business Times.

Rates of prostate, kidney, womb, liver, pancreas and breast cancers have increased among adults aged under 50, according to a World Cancer Research Fund analysis of NHS data in England, per Sky News. Read more: https://t.co/pZJHncH05Z

BREAKING: Albertans have voted to stay in Canada and not separate, CBC News has projected

Lenders repossessed 5,794 homes in August, up 42% from a year ago and 22% from July, far faster than the 13% rise in overall foreclosure filings, per ATTOM. Read more: https://t.co/Z6R585RsCn

BlackRock CEO Larry Fink told CNBC that a data center moratorium would put the US in a recession, saying so much of the economy is now based on the buildout of AI capex. Read more: https://t.co/AwB83GqZh7

BREAKING: Italy’s government will dispatch 500 army troops to “defend Milan” after two days ⁠of unrest that saw demonstrators ⁠clash with police, ​loot shops and vandalise property, per the Guardian