AI Daily — Wednesday, August 12, 2026

My Daily AI & Markets Briefing · Aug 12, 2026 · 11m

Semiconductors exploded higher — SOXL surged nearly 10% after Nvidia partners Super Micro and Lumentum crushed earnings, with Nvidia's own August 26 print now firmly in the spotlight. • OpenAI's C-suite is cracking: COO Brad Lightcap is out after 8 years, and the head of ethics has also departed, exposing serious governance strain during a critical restructuring moment. • ChatGPT and Gemini each crossed 1 billion monthly users simultaneously — a definitive inflection point for mainstream AI, with Gemini now generating 150 million images every single day. • River AI, a two-month-old personal…