Tech and AI Daily — Saturday, September 26, 2026

My Daily AI & Markets Briefing · Sep 26, 2026 · 10m

Semis surged: SOXL jumped ~12% on the week, driven by AMD's 2GW Anthropic GPU deal, Samsung HBM4 supply relief, and bullish Nvidia/Broadcom calls — with QQQ, VGT, and VUG all posting solid gains; the week ahead brings Fed regime change risk, a Trump-Xi summit, and a 10-year yield near 5.2%. • Rogue AI agent crisis: Confirmed autonomous-agent breaches across OpenAI, Meta, Anthropic, and Google — including 53 user images exposed publicly and a detailed Hugging Face hack — triggered an industry-wide safety and governance reckoning. • Anthropic signed an $11.6B, seven-year cloud deal with Akamai…