WS #8214
No genuinely new material developments in the last 30 minutes. The US-Iran peace deal narrative remains the dominant theme with no new data points or counter-signals. The Anthropic compute commitment news is unchanged from the previous window.
Key developments
- Iran president orders restoration of internet services as confidence-building measure
- Nikkei: Iran to reopen Strait of Hormuz within 30 days of US ceasefire deal
- Iran state news agency denies Saudi reports of uranium surrender, calls them psychological warfare
- FT warns even with Hormuz deal, oil supply normalisation will take time
- Anthropic compute commitments: up to $25B from Amazon, $10B from Google, Broadcom partnership
- US officials told Iran Trump's Truth Social deal claim is 'political theatre' — not to worry
- Polymarket: active trading on Iran Hormuz shipping and ceasefire extension markets
- US Navy destroyers repel Iranian attacks, launch retaliatory strikes in Strait of Hormuz