Bloomberg's Caroline Hyde discusses the latest sentiment around Nvidia as investors cool on the AI darling despite posting an earnings beat. And, the new Trump administration is said to be mulling a first-ever crypto policy role. Plus, Palo Alto Networks sees easier "fixes" ahead in cybersecurity as the world moves from hardware to software.

Trump Wants Big Tech to Pay for Power
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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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