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My Daily AI & Markets Briefing · July 25 · 9 min

Tech, Chips, and the AI Race — Weekend Edition, July 25, 2026

SOXL cratered ~13% this week as Alphabet's AI capex blowout spooked investors; QQQ and VGT each fell about 1%, while VUG held up best with a modest 0.36% dip — Mag-7 earnings next week are the make-or-break moment. • Anthropic's Claude Opus 5 instantly claimed the top spot on the Artificial Analysis intelligence leaderboard, undercutting OpenAI's Fable 5 on price and restrictions in the most direct frontier challenge yet. • A 35-company coalition including Nvidia, Microsoft, Meta, and a pivotal OpenAI signed an open-weights letter urging policymakers not to restrict open models — a watershed policy moment driven partly by China's Kimi K3 and Qwen momentum. • Meta launched its first agentic AI upgrade powered by Muse Spark 1.1, giving its consumer assistant autonomous task-execution abilities and officially opening the consumer agentic AI race. • Reid Hoffman and Mark Pincus's new lab Prentis is seeking $100 million, betting that AI that can operate computers will ultimately dwarf the coding-assistant market — signaling where top founders see the next big wave.

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SOXL cratered ~13% this week as Alphabet's AI capex blowout spooked investors; QQQ and VGT each fell about 1%, while VUG held up best with a modest 0.36% dip — Mag-7 earnings next week are the make-or-break moment. • Anthropic's Claude Opus 5 instantly claimed the top spot on the Artificial Analysis intelligence leaderboard, undercutting OpenAI's Fable 5 on price and restrictions in the most direct frontier challenge yet. • A 35-company coalition including Nvidia, Microsoft, Meta, and a pivotal OpenAI signed an open-weights letter urging policymakers not to restrict open models — a watershed policy moment driven partly by China's Kimi K3 and Qwen momentum. • Meta launched its first agentic AI upgrade powered by Muse Spark 1.1, giving its consumer assistant autonomous task-execution abilities and officially opening the consumer agentic AI race. • Reid Hoffman and Mark Pincus's new lab Prentis is seeking $100 million, betting that AI that can operate computers will ultimately dwarf the coding-assistant market — signaling where top founders see the next big wave.

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