Bloomberg's Caroline Hyde and Ed Ludlow break down Disney's results as it tops fourth quarter expectations, and continue with more earnings coverage as they interview the CEOs of Lyft, Airbnb, Arm and Affirm. Plus, a look at Humane's new AI pin.

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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