Tech, AI & Markets — Wednesday, July 1, 2026

My Daily AI & Markets Briefing · Jul 1, 2026 · 10m

SOXL cratered nearly 10% as profit-taking hit semiconductor stocks after their best quarter on record, dragging QQQ and VGT lower while VUG barely budged. • Anthropic launched Claude Sonnet 5, a mid-tier model delivering near-flagship agentic performance — browsing, coding, planning — at a fraction of the cost, putting real pressure on OpenAI. • The Trump administration fully lifted export controls on Anthropic's Fable 5 and Mythos 5 models, ending a weeks-long regulatory blockade and signaling a still-unpredictable federal posture on frontier AI exports. • Anthropic also unveiled Claude…