Bloomberg’s Caroline Hyde discusses concerns about AI valuations amid the Nasdaq 100's worst losing streak in five months. Plus, Thoma Bravo Managing Partner Holden Spaht discusses its planned acquisition of Dayforce for $12.3 billion. And Google puts AI at the center of its new Pixel devices.

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Anthropic Builds Its War Chest Ahead of IPO
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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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