WS #14125

The dominant Hormuz narrative remains stable with no new escalation or de-escalation signals, and no new data points on the Berkshire/GOOGL, Apple/MU, or Anthropic stories. This window carries 5 key development(s), 4 at significance:high: Iran attacks third ADNOC tanker in a week; Hormuz shipping remains severely disrupted; Berkshire Hathaway adds $17B to Alphabet stake, making it third-largest holding; US government pressures Apple to avoid Chinese memory chips, boosting Micron; Anthropic Q2 revenue surges 13x, plans mega-IPO this fall. A further 1 development(s) sit below significance:high.