WS #14116
The dominant Middle East escalation narrative and the Berkshire Hathaway 13F signal remain unchanged, with no counter-signals or de-escalation events to report. This window carries 5 key development(s), 2 at significance:high: Trump vows to declare Strait of Hormuz US territory; Iran rejects, attacks on ADNOC tankers continue; Berkshire Hathaway Q2 13F: Greg Abel adds ~48.1M shares of Alphabet, 17.5M shares of Delta. A further 3 development(s) sit below significance:high.
Topics
Key developments
- Trump vows to declare Strait of Hormuz US territory; Iran rejects, attacks on ADNOC tankers continue
- Berkshire Hathaway Q2 13F: Greg Abel adds ~48.1M shares of Alphabet, 17.5M shares of Delta
- Anthropic targets $2T+ IPO valuation, Q2 revenue run-rate tops $115B
- OpenAI revenue run rate tops $40B ahead of IPO
- US Commerce Secretary asks Apple to avoid Chinese memory chips