Bloomberg's Caroline Hyde and Jackie Davalos break down Apple's $500 billion investment in the US and the company's plans to boost hiring as it seeks relief from President Trump's tariffs. Plus, TD Cowen analysts say Microsoft is cancelling some leases for US data center capacity, and Elon Musk's emails asking federal workers to justify their jobs is dividing the Trump administration.

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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