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Tech & AI Daily — Wednesday, August 5, 2026
All four watchlist ETFs rose Wednesday — led by SOXL up 2.09% — as an AI-driven tech rally pushed indexes to record highs and Amazon crossed $3 trillion in market cap. • AMD's data center revenue doubled year-over-year to $6.7 billion, cementing its role as a genuine second-source rival to Nvidia in AI infrastructure spending. • Anthropic signed a $10 billion compute-cloud deal with startup Volta, one of the largest AI infrastructure commitments ever, as it moves to reduce dependency on AWS. • SpaceX's AI and compute division now generates $2.6 billion in revenue — more than its rocket…
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