AI Daily – Friday, September 25, 2026

My Daily AI & Markets Briefing · Sep 25, 2026 · 9m

SOXL surges +4.19% on AI-driven semiconductor demand, but the Philly Semi Index remains 14% below June highs — signaling a narrow, fragile recovery. • Microsoft launches its Copilot 'super app,' bundling chat, coding, and agentic AI into one interface in a direct challenge to Google Workspace. • Google upgrades Gemini 3.8 Live with a real-time animated 'Live Avatar' — a synchronized face and expressions that push conversational AI toward embodied interaction. • Chinese open-weight labs like Moonshot AI and Z.ai are now paying for training data and rapidly closing the gap with frontier Western…