WS #10657
No material new developments in the last 30 minutes. The Iran/Hormuz situation remains escalated with no new counter-signals or de-escalation. The Anthropic-Alibaba story and IBM upgrade are unchanged. No new data points to report.
Topics
Key developments
- Iran declares new Hormuz route 'dangerous and unacceptable', mandating IRGC contact for all vessels
- Anthropic accuses Alibaba of 'largest known distillation attack' on Claude; Alibaba shares hit 16-month low
- Micron's blowout earnings revive AI trade; Asia stocks rally
- Trump orders US agencies to ready rapid response for Venezuela earthquakes
- Hertz prices 37M share offering at $2.70 and $350M exchangeable notes