AI Daily: Monday, August 10, 2026

My Daily AI & Markets Briefing · Aug 10, 2026 · 11m

Semiconductors pulled back sharply Monday — SOXL dropped 2.4% on profit-taking after last week's run-up, even as QQQ, VGT, and VUG barely moved, with TSMC's 45% revenue surge and Nvidia's 'completely mispriced' bull case keeping the longer-term AI chip story intact. • Meta open-sourced Muse Glimmer, a 30-billion-parameter agentic model that runs on a single consumer GPU under a permissive Apache 2.0 license, directly challenging cloud-dependent AI rivals and pushing on-device agents into the mainstream. • Anthropic flipped Claude Code Auto Mode on by default, making fully autonomous coding…