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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."

The Australian dollar reached a 13-year peak of NZ$1.23 against the New Zealand dollar following shifting interest rate expectations.

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."

WAM Leaders (ASX:WLE) has secured $313 million through a combined share purchase plan and placement.

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."

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."

Former KPMG Australia COO Eileen Hoggett is suing the firm in the NSW Supreme Court after her expulsion.

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."

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."

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."

Zumba CEO and President Alberto Perlman sits down with Romaine Bostick on 'The Close' to discuss all things fitness, how AI is changing the business, what's next for dance fitness and more.

Adobe named Anil Chakravarthy, the president of its customer experience business, as its next CEO, succeeding Shantanu Narayen. Ed Ludlow has more on "Bloomberg The Close."