Bloomberg's Caroline Hyde and Jackie Davalos discuss the AI selloff, putting pressure on the chips sector and earnings. And, China ramps up its AI competition, fueling stock gains in Asia. Plus, President Trump is set to meet with some of the biggest tech leaders as he seeks a repeal of the CHIPS Act.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
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