The Dual Claim Washington and Tehran each assert control of the Strait of Hormuz after a weekend of strikes; CENTCOM hits roughly 140 Iranian military targets then dozens more overnight — deploying one-way attack sea drones for the first time — as the June MoU frays midway through its 60-day negotiation window.

The Five-Gulf Reply IRGC missiles and drones strike U.S. facilities across Bahrain, Kuwait, Qatar, Jordan, and Oman; Jordan intercepts inbound missiles while Oman — long the quiet interlocutor — summons Iran's diplomat after radar sites are targeted.

The Hormuz Premium Brent jumps nearly 5% toward $80 as AIS traffic stays far below prewar levels; war-risk premiums near 5% of vessel value and futures price more Fed tightening as Chair Kevin Warsh heads to Congress with inflation still above target.

The Azov Siege Ukrainian Unmanned Systems Forces strike about 90 Russian tankers, ferries, and cargo ships in the Sea of Azov in a week — roughly one vessel every two hours — tightening the isolation of occupied Crimea and compounding Russia's nationwide gasoline shortage.

The Paris Air Shield Zelenskyy meets some 25 Coalition of the Willing leaders in Paris to accelerate Freyja, a European-backed mass-production anti-ballistic system, while Trump's Patriot-interceptor license remains the long-cycle path beyond depleting PAC-3 stocks.

The Memory Peak Doubt Samsung's record ₩89.4 trillion quarterly profit triggers a sell-the-news rout; Kospi breaks below 7,000 with circuit breakers as investors question whether the AI memory supercycle is structural or cresting.

The Unitree Listing China Securities Regulatory Commission clears Unitree's $620 million STAR Market IPO — the first public humanoid-robotics listing — as Beijing industrializes embodied AI for factories and logistics.

The Jalapeño Pivot OpenAI and Broadcom's custom LLM-inference ASIC moves toward end-2026 deployment, pressuring Nvidia's monopoly even as the broader 10GW Nexus financing still hinges on hyperscaler purchase commitments.