AI Daily – Thursday, July 30, 2026

My Daily AI & Markets Briefing · Jul 30, 2026 · 9m

SOXL exploded +22.84% in one of its biggest single-day reversals ever, dragging VGT, QQQ, and VUG sharply higher as semiconductors staged a massive short-covering relief rally. • Meta's Zuckerberg predicted billions will use personal AI agents within five years, while Microsoft's Nadella unveiled a Copilot 'super app' and confirmed Microsoft is now building its own models to compete directly with OpenAI and Anthropic. • Microsoft's Q4 results show its Anthropic stake already generated a $3.2 billion gain, while its OpenAI relationship remains financially murky — spotlighting a deepening…