Tech & AI Daily – Monday, June 29, 2026

My Daily AI & Markets Briefing · Jun 29, 2026 · 9m

SOXL tumbled 3.37% as semiconductor-specific pressure from Asia weakness and valuation concerns dragged chips lower even while QQQ and VUG bounced back sharply from last week's sell-off. • China's Zhipu AI released open-weight GLM-5.2, independently verified to match or beat Claude on cybersecurity benchmarks — with no vendor guardrails, raising direct national security concerns. • Anthropic's Claude Fable 5 is expected to return to enterprise users in early July as the Trump administration nears approval, ending weeks of export restrictions that blocked over 100 US companies. • Google cut…