AI Security & Military Misuse: Anthropic says Iranian-linked actors used its Claude to compile targeting handbooks for U.S. Navy forces, including open-source tracking and guidance for exploiting ship systems, while also reporting it blocked state-linked attempts tied to propaganda, surveillance, and weapons research. Captured Undersea Tech: Iran’s IRGC published video claiming it seized a modern U.S. Dive-LD underwater drone in the Strait of Hormuz; the U.S. has acknowledged the loss, raising new questions about operational security in contested waters. Hormuz Pressure & Shipping Risk: The U.S. reportedly cut air-defense coverage for tankers transiting Hormuz to narrower daily time slots, as Iran-linked attacks keep forcing reroutes and heighten costs. BRICS Tech Push: At the 18th BRICS Summit in New Delhi, leaders adopted the New Delhi Declaration and set an open-session agenda on resilience, innovation, cooperation, and sustainability, with AI, fintech, and digital infrastructure on the table. Iran’s Diplomatic Line: Iranian officials say the declaration reflects Tehran’s positions on attacks on safeguarded nuclear sites, unilateral sanctions, and West Asia tensions, while Iran’s president urged BRICS to resist unilateral pressure and expand national-currency trade. Energy & Inflation Spillover: War-linked oil and shipping disruptions continue to feed inflation fears and fuel-price shocks across markets, including reported impacts on U.S. consumers and regional economies.