WS #7435
No genuinely new material developments have occurred in the last 30 minutes that were not already covered in the previous synthesis. The dominant themes—Berkshire Hathaway's 13F, SpaceX IPO, UK defence spending, bond rout, and ceasefire—remain unchanged with no new data points or counter-signals. The window is characterized by a lack of fresh market-moving information.
Key developments
- Berkshire Hathaway Q1 13F: New stakes in DAL, M, GOOGL; exits V, MA, UNH, AMZN, CVX
- SpaceX accelerates IPO timeline, targets June 12 listing on Nasdaq
- UK PM Starmer expected to approve £18B increase in defence spending
- Global bond rout catches up with Wall Street's risk rally; Dow plunges over 500 points
- Israel and Lebanon extend ceasefire by 45 days
- Dark pool alert: $250M order in TLT (long-duration Treasuries)
- Stanley Druckenmiller initiates stake in AVGO, dumps GOOGL
- Tiger Global new large buys in MELI, doubled AMAT