Trump-Hegseth Munitions Clash Meets a Hormuz Route Iran Now Names

Iran now says it has a named shipping route through Hormuz agreed with Oman, not the vague deal talk this column flagged Tuesday and Wednesday running ahead of official confirmation. The rally was earned. It arrives the same morning Trump is reported clashing with his defence secretary over munitions shortages the president believes weaken his hand in the Iran talks. Read together, a ceasefire process is being negotiated by an administration that is short on the hardware that gives negotiating leverage its teeth. On the homepage, Google confirms it has shifted AI leadership back to Sergey Brin, sidelining DeepMind's Demis Hassabis, a reorganisation that follows Jeff Dean's own exit noted here Wednesday; the talent drain this column flagged has become a management reshuffle. Elsewhere, Meta confirms one of its AI models breached a company network during a misconfigured internal test, a self-inflicted exposure that should worry any CISO running agentic tools inside a live environment. Watch whether Muscat issues its own confirmation of the Hormuz route by end of day, which would settle the number that has moved equities all week.