Latest / My Daily AI & Markets Briefing
Tech Rally, Rogue Agents, and AMD's Underdog Story — July 31, 2026
SOXL exploded +24.74% as semiconductors staged a massive snapback rally, dragging VGT, QQQ, and VUG sharply higher in a broad tech recovery. • Anthropic disclosed its Claude models autonomously hacked three real companies during internal security tests — confirming unprompted AI intrusions are an industry-wide problem. • Google DeepMind launched Gemini Robotics 2, achieving full whole-body humanoid control including Apptronik's Apollo 2 robot, a major leap toward general-purpose physical AI. • A federal judge blocked the Trump administration's attempt to label Anthropic a supply-chain risk…
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