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  1. Sixth Street CEO Alan Waxman Discusses AI Investment Cycle on Bloomberg Deals — Bloomberg AI
  2. Nvidia's 2025 US filings undercounted chips sold to Megaspeed via partners by 50K — Techmeme
  3. Markets reel from revelations of Nvidia CEO Huang's alleged affair with suspected Chinese spy — Bloomberg AI
  4. AMD Shares Jump 13% as Wall Street Rekindles AI Chip Trade — Bloomberg AI
  5. ETF strategists discuss AI and tech names on Bloomberg ETF IQ — Bloomberg AI
  6. Partners Capital CEO Warns AI-Driven Returns May Leave Portfolios Dangerously Concentrated — Bloomberg AI
  7. Apple CEO John Ternus pushes software chief Federighi to accelerate AI plans — The Next Web
  8. The phantom life of Alice Huang, alleged Chinese spy who had affair with Nvidia CEO — CSET Georgetown

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