Unusual Whales

Macro

Foreclosure Filings Just Rose 13% Year Over Year, With the South Hit Hardest

Filings are climbing, fast Foreclosure filings rose 13% year over year in August, according to ATTOM's August 2026 U.S. Foreclosure Market Report. The data shows 40,277 U.S. properties with foreclosure filings in the month, including default notices, scheduled auctions, and bank repossessions. That was up

Macro

Canada's Economy Just Lost 68,300 Jobs, Wiping Out Every Gain This Year

A stunning miss north of the border Canada's economy lost a net 68,300 jobs in September, a stunning miss against forecasts for a gain of 9,200. The unemployment rate inched up to 6.5% from 6.4% in August, and the September decline effectively erased every

Markets

AI Executives Are Privately Preparing for a Public Revolt After a Catastrophic AI Event

Top executives at Anthropic, OpenAI, and other AI companies are privately gaming out scenarios for a public and political revolt after a catastrophic AI event — and they are planning as if one is coming in 2027. The internal exercises focus on what some executives call "the day after"

Markets

AI Companies Are Privately Planning for the Day an AI Cyberattack Takes Down the Grid

Top executives at OpenAI, Anthropic, and other frontier AI companies are privately gaming out what happens the day after a catastrophic AI event. The scenario drawing the most concern: a large-scale cyberattack that shuts down access to financial services, internet connectivity, or even power and water. The internal exercises

Markets

AI Companies Privately War-Game 'Day After' Catastrophe Scenarios

AI giants are quietly gaming out the day after a catastrophic event Top executives at OpenAI, Anthropic, and other leading AI companies are privately running crisis simulations for a catastrophic AI incident, preparing for the public and political backlash that would follow. The scenario getting the most attention: a large-

tariffs

NY Fed Says Tariffs Are Entirely Behind Inflation on Everyday Items

NY Fed researchers found tariffs added 2.9 percentage points to consumer goods inflation by February 2026. Without them, goods prices would have fallen.

openai

OpenAI's Annualized Revenue Nears $50 Billion, $20B Below Earlier Reports, per FT

OpenAI told investors annualized revenue neared $50B at end-September, about $20B below the $70B figure reported in late September, per the FT.

trump

Trump Disclosed 517 Trades in August Worth Up to $273 Million, Led by $25M Meta Buy

Trump's August disclosure lists 517 trades worth $74.3M to $273M. Biggest buy: $5M-$25M of Meta on Aug. 21, plus $1M-$5M each of Netflix, AT&T, Chevron and more.

mortgages

Average 30-Year Mortgage Rate Hits 7.6%, per MortgageNewsDaily

MortgageNewsDaily's index hit 7.59% for top-tier 30-year fixed rates. The MBA weekly survey hit 7.49%, the highest since November 2023.

treasury

Treasury Sells $22 Billion in 30-Year Bonds at 5.618%, Highest Yield Since 2000

The $22B 30-year Treasury auction cleared at 5.618% with strong 2.54 bid-to-cover, the highest clearing yield for a 30-year auction since August 2000.

vance

Vance Defines Socialism as Replacing American Workers and "Boys in Girls' Sports"

Asked to define socialism, JD Vance said it means replacing American workers with foreign workers and letting boys play in girls' sports.

nidal-hasan

Hegseth Says Fort Hood Shooter's Firing Squad Execution Will Be Made Public

Defense Secretary Pete Hegseth said Nidal Hasan's Dec. 3 firing squad execution at Fort Hood will be "made public so people can watch it."

anthropic

Being Mean to Claude Can Now Get Your Account Suspended Under Anthropic's New Rules

Anthropic's updated usage policy bans "sustained and needless abusive or cruel behavior" toward Claude, with suspension or termination for extreme cases.

openai

OpenAI Says Iranian Operatives Used Its Models to Plant Anti-US War Articles in US Media

OpenAI banned an Iranian influence operation, "Bogus Bylines," that used ChatGPT and seven fake journalist personas to plant articles in US media outlets.

trump

Trump Bought Up to $25 Million in Meta Stock and $5 Million in SpaceX Debt

Trump's August disclosure shows up to $25M in Meta stock bought Aug. 21 and up to $5M in SpaceX notes bought Aug. 18, two days before a space policy signing.

microsoft

Trump Administration Suspends Microsoft From Green Card Program Over Fraud Claims

The Trump administration suspended Microsoft from the PERM green card program, accusing it of fraud. Vance cited 6,000 layoffs against 6,300 H-1B visas.

starbucks

Starbucks Explored a Takeover of Chipotle, per FT

Starbucks reportedly explored a takeover of Chipotle with advisers. The combination would be the largest restaurant deal ever, topping $11.4 billion.

Immigration

Labor Department Suspends 8 Tech Firms From PERM Green Card Program

The Labor Department suspended Cognizant, Infosys, TCS, Wipro, HCL, Capgemini, Microsoft and Adobe from the PERM program, halting new and pending green card applications.

trump

Trump: "I Could've Done Very Bad Things to Hillary Clinton, Joe Biden, Barack Hussein Obama"

President Donald Trump on Wednesday said he could have taken harsh action against three of his most prominent political rivals but held back during his first term. The remarks "I could've done very bad things to Hillary Clinton," Trump said. "I could've done

ray dalio

Ray Dalio Says AI Is a "Classic Bubble" and It May Be Close to Bursting

Ray Dalio is calling it: AI is a classic bubble, and it may be close to bursting. The Bridgewater founder says the signs are the same ones he saw before the 1929 crash and the 2000 dot-com bust. Asked on The Diary of a CEO podcast whether he is

trump

Trump to Award Elon Musk, Jensen Huang, Lisa Su the National Medal of Science at White House Thursday

President Donald Trump will award the National Medal of Science to Elon Musk at the White House on Thursday, honoring the Tesla and SpaceX chief alongside some of the biggest names in American technology. The honorees Musk will receive the science medal together with Google co-founder Sergey Brin, Nvidia

data centers

San Francisco Moves to Pause New Data Centers With 45-Day Moratorium

San Francisco is moving to temporarily block new data centers within its borders, advancing a 45-day interim zoning moratorium aimed at pausing approvals while the city writes updated rules for the AI era. What happened The Board of Supervisors' Land Use and Transportation Committee voted 3-0 on

ebola

Kenya Confirms Its First Ebola Death as Outbreak Spreads

Kenya has confirmed its first-ever case of Ebola, and it has proven fatal. A Kenyan citizen who had been living in the Democratic Republic of Congo for seven years returned to Nairobi over the weekend and died late Monday, authorities said. Health Minister Aden Duale said the patient had

mortgages

30-Year Mortgage Rate Hits 7.63%, Highest in Years

The average 30-year fixed mortgage rate climbed to 7.63% on Wednesday, according to Mortgage News Daily's daily survey, rising 0.07 points from Tuesday's 7.56%. Rates keep grinding higher The increase extends a relentless climb that has pushed borrowing costs to levels last

russia

U.S. Warns Russia That Silence on Siberia Plague Lab Death Violates Health Obligations

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. The confidential communication, known as a demarche, adds another source of tension between Russia