Tech & AI Daily – Thursday, October 1, 2026

My Daily AI & Markets Briefing · Oct 1, 2026 · 10m

Micron's blockbuster Q4 earnings confirmed AI-driven memory demand is structurally elevated, lifting SOXL and semiconductor ETFs even as the 10-year Treasury yield hit its highest level since 2002. • Google launched Gemini 4 Argon, its most powerful frontier model yet, but restricted early access exclusively to vetted cyber defenders — signaling a new era of capability-gated AI releases. • OpenAI introduced a 'Decisions API,' a fast, cheap intelligence layer designed to monitor and constrain its own autonomous agents, marking agent containment as a first-class engineering priority. • Both…