WS #13800
Holding: newest synthesis is 89d 13h old
No material new developments in the last 30 minutes. The Strait of Hormuz disruption narrative remains dominant and unchanged, with no new data points or counter-signals. Intel's stock offering and Berkshire's capital deployment are also unchanged from prior reporting. No new actionable market-moving information has emerged.
Topics
Key developments
- Iran says Hormuz stays closed until US meets demands; oil prices surge
- Intel announces $15B stock offering, shares drop 4%
- Berkshire Hathaway cash pile falls to $365.5B, buybacks rise to $4.5B
- Colombia earthquake causes damage, no US market impact