• UK-India CETA Signed: Tariffs slashed on 99% of Indian exports and 90% of British goods, binding the 5th and 6th largest economies and pressuring Brussels.

• OpenAI's Hardware Pivot: The launch of the Codex Micro bypasses traditional app stores to create a new AI-first consumer category, just as Google's Gemini faces internal delays.

• Strait of Hormuz Blockade: A US Navy blockade on Iranian ports is forcing ships around the Cape of Good Hope, sending Brent crude up nearly 10% to $85 and threatening global inflation progress.• Market Movers: The S&P 500 climbed 0.5% to 5,849 on cooling inflation data, while Netflix shares dipped 3% as its password-sharing crackdown revenue plateaus.

• Space & Visa Policy: India's Skyroot Aerospace challenges Western launch dominance with its Vikram-1 rocket, while a new DHS visa rule t ...