WS #13874
The dominant US-Iran conflict narrative remains unchanged with no counter-signals or de-escalation. No new data points on oil, Hormuz, or AI financing deals that were not already covered. This window carries 8 key development(s), 5 at significance:high: US helicopter fires on ship trying to breach Hormuz blockade; Houthis kill four in Red Sea attack; Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR to raise $500B for AI infrastructure; Anthropic signs $9.1B 20-year AI data center deal with Riot Platforms; Intel raises $19.7B in stock sale at $95/share, attracting $100B in demand; US sees Iran war oil supply disruptions lasting through 2027; EIA raises Brent forecast to $86.81. A further 3 development(s) sit below significance:high.
Topics
Key developments
- US helicopter fires on ship trying to breach Hormuz blockade; Houthis kill four in Red Sea attack
- Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR to raise $500B for AI infrastructure
- Anthropic signs $9.1B 20-year AI data center deal with Riot Platforms
- Intel raises $19.7B in stock sale at $95/share, attracting $100B in demand
- Apple faces RAM shortage, may raise iPhone prices; Microsoft hikes Windows OEM licensing fees by up to 10%
- US sees Iran war oil supply disruptions lasting through 2027; EIA raises Brent forecast to $86.81
- Trump demands reparations from Iran, says US has control of Strait of Hormuz
- CTA bond shorts at record levels ahead of CPI; 3-year auction stops through