Bloomberg's Caroline Hyde and Ed Ludlow break down how Microsoft, Alphabet and AMD can prove themselves down the road after they struggle to Meet AI expectations in their earnings reports. Plus, a Delaware judge voids Tesla CEO Elon Musk's compensation package.

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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