Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure

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Japanese financial giant SBI Holdings agrees to acquire Bitbank, a top 10 Japanese crypto exchange by trading activity, for ~$289M, set to close in October

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Source: Intel has promised to deliver SpaceX and Apple a toolkit this fall to test its 14A node before they make final commitments to produce chips with Intel

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