AI Daily: Tuesday, June 30, 2026

My Daily AI & Markets Briefing · Jun 30, 2026 · 9m

Chip stocks just logged their best quarter ever, with SOXL surging over 8% in a single session on AI-infrastructure demand — but extreme end-of-quarter volatility has analysts questioning whether the rally holds into H2. • Anthropic is on a recruiting tear, poaching two more senior Gemini researchers from Google just as Alphabet gets a Dow inclusion boost — raising real questions about whether Google can execute on its frontier AI ambitions. • OpenAI is entering consumer hardware with a dedicated Codex keyboard device launching July 15, marking the first serious move by a pure-play AI lab…