Bloomberg's Caroline Hyde and Ed Ludlow take a look at SoFi shares surging after the company posts its first-ever profit. Plus, shares of iRobot slump as its CEO steps down and its deal with Amazon is scrapped.

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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