AI Insider — Sunday, June 28, 2026

My Daily AI & Markets Briefing · Jun 28, 2026 · 8m

All four watchlist tickers (SOXL, QQQ, VGT, VUG) closed the week lower as AI valuation fears, an OpenAI IPO delay, and Citi's tech downgrade snapped a two-week win streak — SOXL led losses at nearly -15%. • The Trump administration is restricting GPT-5.6 to vetted partners and keeping Anthropic's Fable 5 blocked, marking a historic shift toward state-directed frontier AI — while Austria is already lobbying the EU to host Anthropic models. • China's Zhipu GLM-5.2 matches Anthropic's best model on agentic benchmarks at one-fifth the cost, underscoring how US export controls may be accelerating…