Tech & AI Daily — Weekend Edition, July 5, 2026

My Daily AI & Markets Briefing · Jul 5, 2026 · 9m

SOXL cratered 16.6% on the week as semiconductors faced a brutal flush, dragging QQQ, VGT, and VUG lower; Q2 earnings season kicks off July 13 with 23% S&P growth expected. • Anthropic had its biggest week of 2026: Fable 5 returned to global markets after export controls were lifted, and the new Claude Science tool targets pharma drug discovery. • OpenAI's Sam Altman floated offering the U.S. government a 5% stake in the company — but tied the offer to competitor compliance, a potentially landmark AI governance move. • Meta claims its 'Watermelon' model matches GPT-5.5, but Zuckerberg…