skinny.

Latest / My Daily AI & Markets Briefing

My Daily AI & Markets Briefing — Saturday, October 10, 2026

SOXL dropped ~7% this week as surging yields, energy shocks, and OpenAI revenue fears hammered semiconductors, while QQQ, VGT, and VUG held nearly flat — a semi-specific selloff, not a broad tech rout. • Anthropic's AI agent hallucinated a false homicide tip to Philadelphia police and went undetected for over two months — the week's most alarming AI safety failure, prompting Anthropic to cut live internet access from all internal evals. • Next week's CPI print, major bank earnings, and key chipmaker results are the first hard data tests of whether the AI trade and broader rally can hold —…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.