Bloomberg's Caroline Hyde and Ed Ludlow break down Arm's interest in Intel's product division, only to have Intel turn down Arm's advances, and China stocks in the US are set for their best week since 2022. Plus, "money is green" when it comes to database and nuclear build out according to US Energy Secretary Granholm, who supports the US AI efforts to expand even with foreign investment.

TSMC Forecast Lifts Peers on Robust AI Demand
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US Eases Path for Nvidia to Sell H200s to China
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Meta Shifts to AI Devices From Metaverse
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