Bloomberg's Caroline Hyde and Jackie Davalos discuss Arm's conservative forecast with CEO Rene Haas. And, a conversation with Vanguard CEO Salim Ramji as the company announces reduced fees. Plus, Roblox shares sell off as the company sees users and engagements slide.

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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