Bloomberg's Caroline Hyde and Ed Ludlow drill down on tech outperforming as stocks jump on the jumbo Fed rate cut. Plus, Apple gets a warning from the EU to open up its iPhone Operating System, and Elon Musk's X is back on in Brazil after the platform bypassed a ban through a software update.

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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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