The Strait of Hormuz might finally have a temporary shipping lane after a 158-day closure, but a diplomatic agreement is only the first hurdle—now we wait to see if maritime insurers will actually underwrite the risk for 450 waiting vessels. Meanwhile, as AMD posts blowout AI revenue, a looming talent war threatens traditional chipmakers as their biggest software clients begin designing custom silicon. • Hormuz Shipping Bottleneck: Iran and Oman agree to a temporary re-routing lane, but the physical movement of 450+ backlogged ships remains stalled pending insurer approval. • The AI Silicon War: AMD reports $11.5B in Q2 revenue as data center demand doubles, while AI startup Anthropic launches an in-house custom chip division. • Disney Meets TikTok: To capture Gen Z, Disney is opening its fiercely protected IP to TikTok creators for monetization, t ...