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Bloomberg
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Alger EVP: Still Massive Opportunity for AI

Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, says political backlash around AI infrastructure could become a future constraint on data center and chip buildout, though it has not yet materially slowed projects. She argues that much of the opposition is driven by misinformation and that the key risk for investors is confusion, which can create volatility. She speaks with Romaine Bostick & Sally Bakewell on "The Close."

Read more: Alger EVP: Still Massive Opportunity for AI
Bloomberg
Financial

ValueEdge Chair: SpaceX Needs A Succession Plan

Nell Minow, Chair of ValueEdge Advisors, says Anthropic is moving in the opposite direction from SpaceX on governance, but argues its structure is still unusual and potentially problematic. She says the company is combining elements of public companies and nonprofits, including a public benefit corporation framework that she says both cares about shareholder value and does not. She speaks with Romaine Bostick on "The Close."

Read more: ValueEdge Chair: SpaceX Needs A Succession Plan
Bloomberg
Financial

Apple Headhunter on Ternus Era: Best AI Talent Will Win

Jeff Christian, who says he oversaw the last two board searches at Apple under Steve Jobs and argues that the selection of John Ternus signals a strategic shift. The discussion then moves to what a hardware engineer can bring to Apple, especially given concerns that the company's bigger challenges may lie in software and AI rather than hardware. He speaks with Romaine Bostick on "The Close."

Read more: Apple Headhunter on Ternus Era: Best AI Talent Will Win
Bloomberg
Financial

David Booth: Shocked People are Anxious About Investing

David Booth, Co-Founder of Dimensional Fund Advisors, discusses his new book, "Stay Calm," which blends memoir and investment guidance. Booth's discusses his long-standing message to investors: ignore short-term market noise, avoid trying to outguess the market, and stay invested rather than panic during volatility. He speaks with Romaine Bostick on "The Close."

Read more: David Booth: Shocked People are Anxious About Investing
Bloomberg
Financial

Daydream CEO on AI's Impact on Back-To-School Shopping

Julie Bornstein, Founder & CEO of Daydream, says back-to-school season is becoming a major test case for AI-powered shopping. She explains that Daydream works as an app and website where users can describe themselves and then chat with an AI agent to get personalized shopping results. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

Read more: Daydream CEO on AI's Impact on Back-To-School Shopping
Bloomberg
Financial

Skyworks Chair: It Will Be a While Before This Cycle Ends

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

Read more: Skyworks Chair: It Will Be a While Before This Cycle Ends
Bloomberg
Financial

Ciena CEO: We're a Critical Enabler of AI Infrastructure

Gary Smith, CEO and President of Ciena, discusses a strong earnings report that beat expectations and raised guidance. Despite the positive quarterly results, the company's shares are falling sharply, prompting the host to ask Smith what investors may be overlooking. He speaks with Scarlet Fu & Kristine Aquino on "The Close."

Read more: Ciena CEO: We're a Critical Enabler of AI Infrastructure
Bloomberg
Financial

Behind the Making of the US Open's Famous Honey Deuce Cocktail

Aleco Azqueta, global VP of Marketing for Grey Goose at Bacardi, said that he loves that tennis fans get to take home a bit of US Open history when they buy an iconic Honey Deuce drink (and cup) at the tournament. Azqueta said that the drink has grown to be part of the 'center' of the US Open and creates 'moment of connection' for visitors.

Read more: Behind the Making of the US Open's Famous Honey Deuce Cocktail