WS #13708

From 223 msgs · 5 key-dev

No material new developments in the last 30 minutes. The Strait of Hormuz crisis remains stable with no new data points, and no counter-signals or de-escalation have emerged. Corporate news (Alphabet bond offering, Amazon power plant) is unchanged from the previous cycle.

Topics

Key developments

  • Iran says Oman deal does not reopen Strait of Hormuz; sets conditions for US
  • UAE ADNOC tanker targeted by Iranian missile despite talks
  • Alphabet seeks $20-25B bond offering to fund AI infrastructure
  • Amazon's Texas data center gas plant could be largest US climate polluter
  • Berkshire Hathaway buys $10B Alphabet stock, repurchases $4.5B shares