US-Iran MoU: Pakistan’s PM Shehbaz Sharif says a “peace deal” is reached and will be signed in Geneva on Friday, with a 60-day ceasefire and reopening of the Strait of Hormuz “toll free,” while Iran’s officials urge caution and say no final agreement is locked yet. Shipping risk: Despite the diplomacy, a Hong Kong-flagged tanker was hit near Oman and more attacks/strikes around the strait keep the maritime picture tense. Nuclear politics: Reports say the deal text keeps nuclear talks for later stages, and Iran’s stance on uranium and strait management differs from US messaging, fueling hardliner pushback. AI policy shock: US export controls reportedly forced Anthropic to pull its top models (Fable/Mythos) after a national-security order, highlighting how geopolitics is reshaping AI access. Space & markets: SpaceX’s Nasdaq debut lifts investor sentiment as traders price in de-escalation; the IPO also draws attention to Iran-linked claims that Musk’s assets are military targets. Cyber & sanctions: A report says YouTube still hosts sanctioned Iran-linked accounts, raising compliance concerns for major platforms. Energy security: Kuwait’s renewable push is framed as a way to reduce vulnerability to regional power disruptions.