AI Daily — Tuesday, September 15, 2026

SOXL rebounds +4.18% to $105.36 as dip-buyers return to semis, but chips remain well below pre-selloff levels; Broadcom naming Anthropic as a major XPU customer reinforces long-term semiconductor demand. • Big Tech CEOs' informal AI slowdown pact faces cartel allegations, while Nvidia's Jensen Huang publicly defied it onstage with Trump — fracturing the industry's unified safety front. • A flood of major model releases — Claude Fable 5.1, Gemini 3.8, Meta Muse Spark 1.3, GPT-6 Astra — landed with a collective shrug, signaling the market has hit frontier AI impression fatigue. • Salesforce and Nvidia launched 'Koa,' an enterprise open-weight reasoning model that threatens OpenAI and Anthropic's core B2B revenue by letting big companies build their own frontier-grade AI. • OpenAI acquired camera startup Glass Imaging for $300M, signaling a serious push into device-level hardware; separately, Anthropic alumni raised $40M to build insurance and safety infrastructure for rogue AI agents.