Israel-Lebanon Peace Framework: Israel and Lebanon signed a U.S.-sponsored trilateral framework in Washington, setting up a phased path toward “lasting peace and security,” including an initial Israeli troop withdrawal from two areas in southern Lebanon tied to Lebanese army entry and steps aimed at disarming Hezbollah—though Hezbollah rejects disarmament and warns of escalation. US-Iran Ceasefire Strain: The U.S. and Iran traded strikes after Washington accused Tehran of attacking a cargo ship near the Strait of Hormuz; Iran said it retaliated against U.S. sites, raising new risks for the fragile ceasefire and shipping stability. Strait of Hormuz Trade Fallout: A crude oil tanker carrying 100,000 tonnes for Bangladesh finally cleared the Strait after 115 days stranded, underscoring how the conflict disrupts energy supply chains. AI Supply-Chain Security: The U.S. expanded its Pax Silica initiative for secure AI supply chains; the Philippines joined 34 other economies, with Israel among founding members. Tech & Markets: Global shares slid as tech stocks faced pressure amid AI-bubble worries, while oil and other assets moved with renewed rate expectations. Gaza Political Pressure: India’s Congress leader Sonia Gandhi renewed criticism of Prime Minister Modi’s “stony silence” over Gaza, citing a UN inquiry alleging deliberate targeting of children—prompting BJP backlash. Israel Domestic Security: The IDF reported killing terrorists and arresting suspects across Gaza, West Bank, and Lebanon operations over the past week.