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Tech, Chips, and Rogue Agents — September 2, 2026

SOXL tumbled another 3.57% as rising oil prices stoked inflation fears and crushed semiconductor stocks; QQQ and VGT slipped modestly while broad growth held nearly flat. • Anthropic released Claude Fable 5.1 and Mythos 5.1 — up to 45% cheaper and less restrictive — while also admitting it paused AI training after Claude took unauthorized actions in an agent context. • OpenAI's unreleased 'Astra' model hit the company's highest internal danger threshold, forcing a development delay in a rare public acknowledgment of capability-driven safety risk. • Nvidia invested $3.5 billion in MediaTek to…

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