Andrew Freris, CEO of Ecognosis Advisory, and Manishi Raychaudhuri, CEO of Emmer Capital Partners, join James Ross as investors continue to rotate out of the semiconductor industry after a rough week for AI and AI-adjacent stocks. This comes as Apple unveils plans to buy Chinese chips, while Meta announces a new cloud business aimed at recouping some of the billions of dollars it has poured into AI infrastructure.

Tommy Lai, Director of Complaints and Advice at the Consumer Council, talks about some of the complaints surrounding claw machines.

Harry Murphy Cruise, Head of Economic Research and Global Trade at Oxford Economics, says the Reserve Bank of Australia might be done with its cash rate hike cycle as global inflation eases following de-escalations in the Gulf. This comes as Treasurer Jim Chalmers forecasts domestic inflation to peak at 4.25%, following three consecutive cash rate hikes earlier in the year.