Bloomberg's Caroline Hyde digs into the AI drivers of a tech rally putting the Nasdaq on track for its best week of the year. Plus, Adobe misses the mark as a muted forecast on AI growth overshadows better-than-expected 3Q results, and Uber powers ahead as it expands its partnership with Waymo, bringing autonomous ride-hailing to Austin and Atlanta.

Markets Brace for Microsoft and Meta Earnings
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AI Trade Stumbles as Chip Stocks Slide
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AI Industry’s Circular Financing Deals, Apple Smart Glasses
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