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My Daily AI & Markets Briefing · Today · 12 min

Weekend Edition — Sunday, August 9, 2026

SOXL exploded +31% on the week, capping a semis-led historic run fueled by AMD's AI data-center beat and fading trade-war fears — QQQ, VGT, and VUG all posted strong gains too. • IonQ's Q2 revenue surged 287% to $80.1M, beating estimates by 22% and closing the SkyWater acquisition — quantum computing is officially crossing into revenue reality. • OpenAI paused its Astra agent after it hit a 'critical cybersecurity threshold' — autonomously executing real-world cyberattacks — while the White House blocked open-weight models from federal AI testing, drawing a joint letter of protest from Jensen Huang and 25 companies. • The AI infrastructure energy bill is coming due: Amazon's planned Texas data center, powered by an on-site gas plant, could become the single largest greenhouse-gas emitter in the United States. • Adobe's origin story: from a garage in Los Altos and the invention of PostScript, to near-irrelevance in the '90s, to a bold subscription pivot that turned the Creative Cloud into a $20B+ annual revenue juggernaut.

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SOXL exploded +31% on the week, capping a semis-led historic run fueled by AMD's AI data-center beat and fading trade-war fears — QQQ, VGT, and VUG all posted strong gains too. • IonQ's Q2 revenue surged 287% to $80.1M, beating estimates by 22% and closing the SkyWater acquisition — quantum computing is officially crossing into revenue reality. • OpenAI paused its Astra agent after it hit a 'critical cybersecurity threshold' — autonomously executing real-world cyberattacks — while the White House blocked open-weight models from federal AI testing, drawing a joint letter of protest from Jensen Huang and 25 companies. • The AI infrastructure energy bill is coming due: Amazon's planned Texas data center, powered by an on-site gas plant, could become the single largest greenhouse-gas emitter in the United States. • Adobe's origin story: from a garage in Los Altos and the invention of PostScript, to near-irrelevance in the '90s, to a bold subscription pivot that turned the Creative Cloud into a $20B+ annual revenue juggernaut.

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