Bloomberg's Caroline Hyde and Ed Ludlow break down why Micron warns half of its sales tied to China-headquartered clients may be affected by a cybersecurity probe. Plus, Elon Musk and Bernard Arnault hit the town for a power lunch in Paris.

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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