Bloomberg's Caroline Hyde and Ed Ludlow break down equipment maker Applied Materials' disappointing forecast, while Texas Instruments scores cash from the CHIPS Act. Plus, Epic Games launches a new mobile storefront after years of legal wrangling with Apple and Google, and Seagram heir Edgar Bronfman Jr. is close to making a rival offer for Paramount.

Anthropic Builds Its War Chest Ahead of IPO
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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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