ASML: The shovel seller of the AI boom

--:--
Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race.
Simon Fillmore from Independent Securities makes the case for Chinese investments.
KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.
23 Apr 1AM English South Africa Business News · Business

Other recent episodes

Consumer stock results show increasing pressure

Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt. Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone. Bianca Botes, Citadel Global, offers insights on what…
21 May 1AM 20 min

World markets booming, but valuations are lofty

Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends…
20 May 1AM 20 min