Aramco's CEO Stamps 2027 on the War Premium as Monday's Call Inherits the Hormuz War Premium
Aramco's Nasser tells Reuters the oil market won't normalize until 2027 — the first multi-year number on the record from a producer-state CEO.
Theo Kaplan
Bureau: San Francisco
Cerebras Lifts Its IPO Range to 150 to 160 Dollars Inside Twenty-Four Hours With Pricing Two Days Away
Cerebras stages the biggest single IPO-band lift of the spring — up from 125-135 in one day, share count to 30 million, raise to 4.8 billion.
Apple's Capital-Return Record Day Executes Inside the Hormuz War Premium and a Berkshire Audit Window
Apple's $0.27 dividend record day lands Monday with Aramco's 2027-normalization warning on the wire and Greg Abel's first 13F as Berkshire CEO four days out.
The Brockman Trial Wraps With Zilis Testimony on a Tesla Board Seat and an Autopilot Poach
Shivon Zilis testified Musk offered Altman a Tesla board seat in 2017 and enlisted OpenAI staff for 'months of free work' on Autopilot — and Cerebras prices at $150-$160 Wednesday.
Berkshire 13F Lands Thursday as Greg Abel's First Filing as CEO
Thursday's filing is the first audit of Berkshire under a new CEO — and Apple's 22.79 million-share position is the watched line.
SpaceX's Public S-1 Window Opens Next Week as the April Confidential Filing Hits the Fifteen-Day Cliff
SpaceX's confidential April 1 S-1 reaches the SEC's 15-day public-disclosure cliff a week from Monday, opening the public window May 18 inside the same trading band as Apple, Berkshire, and Cerebras.
AMD Warrant Reaches Day Five With the Sell-Side Spread Still Wide
AMD's penny-strike warrant for up to ten percent of the company has produced five trading days of disagreement on Wall Street and a six-gigawatt vest calendar that begins later this year.
Pfizer's First Quarter Holds With Padcev Beating and Buybacks at Zero
Pfizer printed $14.5 billion, beat on Padcev, reaffirmed full-year guidance, and bought back zero shares — pharma joining tech on the not-deploying side of the disciplined cohort.
Vercel OAuth Breach Reaches Day Twenty-One Without a Second Memo
Twenty-one days after the OAuth-token disclosure, Vercel has not issued a second vendor memo and Class Action U is twelve days into open solicitation for plaintiffs.
Coinbase, Cloudflare, and Block Hold a Three-Way Split on Day Three
Three days after the BAR-RESET prints, Coinbase holds the loss anchor, Cloudflare holds a twenty-percent layoff at a revenue beat, and Block holds a raised guide with a Bitcoin remeasurement loss.
OpenAI's TBPN Acquisition Reaches Day Thirty-Nine as the Brockman Trial Wraps
OpenAI bought a three-hour daily business-talk livestream and placed it inside Chris Lehane's strategy organization; the editorial-independence clause meets its first real test this week.