Tech & AI Daily — Weekend Edition, August 22, 2026

SOXL cratered ~21% this week on Iran geopolitical shock and oil/yield spikes, while QQQ, VGT, and VUG held up far better — highlighting the brutal concentration risk in leveraged semis. • Nvidia reports Q2 FY2027 earnings Wednesday, August 26 — the single most important event for semis, AI infrastructure, and the entire tech trade next week. • Anthropic may file IPO paperwork before end of August, potentially making it one of the largest and most consequential tech listings in years. • DeepSeek's latest model reportedly rivals Anthropic's Claude Opus 4, continuing the rapid-fire pattern of Chinese AI labs closing the frontier gap. • Broadcom is raising $70–$80 billion in debt to finance custom AI chip demand — the largest semiconductor capital deal of the AI era and a direct signal that ASIC/XPU scale is accelerating fast.