Bloomberg's Caroline Hyde and Ed Ludlow look ahead to Alphabet, AMD, Microsoft earnings and the impact of AI on their earnings. Plus, Elon Musk's Neuralink puts its brain implant technology in its first patient.

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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