WS #13748
No material new developments in the last 30 minutes. The dominant US-Iran/Strait of Hormuz narrative remains unchanged with no new data points, and no counter-signals or de-escalation have emerged. Other previously noted themes (Apple-CXMT, Berkshire buybacks, crypto bill) also show no new information. The situation is stable with no actionable market-moving updates.
Topics
Key developments
- Iran's Revolutionary Guards reiterate Strait of Hormuz closure until all demands met
- Israel informs CENTCOM it is preparing to start war with Iran without US approval
- Houthi drone strikes on Saudi Aramco Jizan facility and Mokha port
- Apple testing CXMT memory chips for iPhones and MacBooks
- Berkshire Hathaway accelerates buybacks, adds $10B to Alphabet stake
- AI-driven memory chip shortage pushes up prices, contributing to CPI/PPI