Bloomberg's Caroline Hyde breaks down Netflix's earnings results and why its outlook is falling short of estimates. Plus, Elon Musk warns of more blows to Tesla's profitability.

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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