Latest / My Daily AI & Markets Briefing
Weekend Edition — Sunday, August 9, 2026
SOXL exploded +31% on the week, capping a semis-led historic run fueled by AMD's AI data-center beat and fading trade-war fears — QQQ, VGT, and VUG all posted strong gains too. • IonQ's Q2 revenue surged 287% to $80.1M, beating estimates by 22% and closing the SkyWater acquisition — quantum computing is officially crossing into revenue reality. • OpenAI paused its Astra agent after it hit a 'critical cybersecurity threshold' — autonomously executing real-world cyberattacks — while the White House blocked open-weight models from federal AI testing, drawing a joint letter of protest from Jensen…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.