Bloomberg's Caroline Hyde and Ed Ludlow bring full earnings coverage with shares of Spotify and Palantir surging on strong results. Plus, strategists from Citibank warn positioning in tech stocks is so bullish that any selloff in the sector could spark a market rout.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
43:52

Nvidia Nears $14B Hugging Face Deal
42:50

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
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