WS #13981

The dominant narratives (Hormuz standoff, AI capex, macro data) remain unchanged with no new data points or counter-signals. This window carries 5 key development(s), 4 at significance:high: Iran says Strait of Hormuz remains blocked, rejecting Trump's 'total control' claim; Anthropic targets $2T+ IPO valuation, potentially largest ever; Maersk smashes Q2 profit estimates, hikes 2026 outlook; shares jump 8%; US crude inventories surge 17.4M barrels, largest build since Jan 2023; SPR falls to 43-year low. A further 1 development(s) sit below significance:high.