Sunday headlines focus on chip policy, AI hardware hurdles, and leadership change

U.S. markets were closed for the weekend, leaving QQQ at Friday's 603.16 close and SPY at 669.18. Sunday news centered on Taiwan's rejection of a proposed 50-50 chip-production split and new AI-driven Blackwell testing. OpenAI and Jony Ive's $6.5 billion device project faced reported 2026 delays, while Apple prepared an executive reshuffle and removed imitation Sora apps. California granted 800,000 Uber and Lyft drivers union rights, and U.S. envoys headed to Egypt for ceasefire talks.