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AI Daily: Tuesday, July 28, 2026
SOXL cratered 17.55% in its worst single-day semi rout in months, dragged down by China chip progress, AI capex fears, and Michael Burry expanding his short bets against semiconductors. • Microsoft launched its first AI-native cybersecurity model and an agentic threat-response platform, taking direct aim at CrowdStrike and Palo Alto Networks. • Nvidia, Microsoft, Google, SpaceX, and OpenAI joined an open-weights AI coalition while Anthropic CEO Dario Amodei drew a clear line — not a ban, but serious concern about Chinese open-weight models. • OpenAI and Google DeepMind are lobbying Congress…
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