Bloomberg's Caroline Hyde breaks down Micron's victory after getting its awaited $6 billion grant from the US government. Plus, Oracle falls the most in a year after posting lukewarm quarterly revenues, and the CEOs of Omnicom and Interpublic sit down to dissect their deal creating the world's largest advertising company.

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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