Bloomberg's Caroline Hyde and Ed Ludlow break down how the AI hype cycle is helping TSMC shares, and the fate of Microsoft's $69 billion-dollar takeover of Activision Blizzard. Plus, Meta's newest social app Threads tops 100 million users in less than 5 days.

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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