Iran-US Ceasefire Stalls: Trump says he’s making a “final determination” on a draft 60-day Iran ceasefire extension and Strait of Hormuz reopening, but Iran insists nothing is finalized and warns it won’t move without reciprocal action. Middle East Shipping Pressure: Iran also says it will provide special cooperation for Chinese and Russian vessels in Hormuz, while U.S. demands on nuclear limits and mine clearance keep talks fragile. U.S.-Israel Military Integration: A House NDAA provision would deepen U.S.-Israeli defense tech cooperation, including AI and “network integration,” raising stakes for regional security and oversight. India Semiconductor Push: India unveiled a 10-year semiconductor roadmap targeting a $120–150B value chain by 2035, alongside major foreign investment in Odisha. Elections Watch in Africa: IGAD deployed 26 observers for Ethiopia’s seventh general election. Ghana LGBTQ Law: Parliament approved an anti-LGBTQ bill again after it lapsed, awaiting the president’s signature. Taiwan-China Military Activity: Taiwan detected 16 Chinese aircraft sorties and multiple vessels entering its ADIZ. Russia-Armenia EU Rift: Russia recalled its ambassador to Armenia over Yerevan’s EU alignment and urged a referendum.