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Tech Selloff, AI Chips, and Tesla's Near-Death Moment — September 1, 2026
Rising Treasury yields hammered tech on the first trading day of September, with 3x-leveraged semiconductor ETF SOXL cratering 8.19% — Micron earnings are now the pivotal next catalyst for the semis complex. • OpenAI's in-house chip codenamed Jalapeño reportedly outperforms Nvidia's Blackwell on agentic inference, putting Nvidia's hardware dominance directly in the crosshairs. • Meta released Muse Glimmer 30B, a commercially licensed open-weight model that runs on consumer GPUs, immediately intensifying open-source competition against OpenAI and Anthropic. • The EU designated ChatGPT a 'Very…
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