Bloomberg's Ed Ludlow and Caroline Hyde break down earnings results from Walmart and focus in on e-commerce. Plus, Cisco outlines plans to push into AI and security technology. And, Dutch payment processing company Adyen plunges after posting the slowest revenue growth since its IPO.

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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