WS #7508
No genuinely new material developments detected in the last 30 minutes. The dominant US-Iran escalation narrative remains stable with no new data points. The China AI chip block and Berkshire Hathaway 13F are unchanged from prior window. No counter-signals or de-escalation signals observed.
Key developments
- China blocks advanced AI chip deliveries
- Amazon sued by consumers over tariff refunds
- Berkshire Hathaway Q1 13F: GOOGL stake +204%, new DAL stake, exited AMZN
- Oil prices spike as Strait of Hormuz blockade escalates