The United States carried out a second set of self‑defence strikes over the weekend, targeting radar and command‑and‑control sites on Iran's Persian Gulf coast. U.S. Central Command said the attacks hit drone hubs in the city of Goruk and on Qeshm Island after Tehran shot down an American UAV operating in international airspace.

Iran's Islamic Revolutionary Guard Corps responded by striking an undisclosed military base, claiming retaliation for the American hit on a communications tower. The IRGC warned of a different response if such attacks recur. Kuwait's military later reported intercepting hostile missiles and drones, though it did not specify the source, raising the risk of a broader regional escalation.

The flare‑up adds pressure to fragile U.S.–Iran talks aimed at a war‑ending framework. Investors watch oil markets closely, as any prolonged conflict could disrupt Gulf shipping lanes and push Brent crude higher, while regional defense contractors may see short‑term order spikes.