Investec Investec Focus Radio SA

NOW Ep93: Can tech titans keep up the pace?

Loading player...
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
Chapters
  • 00:00 Introduction
  • 01:03 The overall sentiment for tech stocks in 2025
  • 02:14 The impact of President Trump's policies on Big Tech
  • 03:30 Elon Musk's $97.4 billion bid for OpenAI
  • 05:40 The launch of Chinese AI firm DeepSeek
  • 08:45 The sustainability of the AI revolution
  • 10:56 The influence of monetary policy on tech valuations
  • 12:40 The ongoing semiconductor shortage
  • 14:08 US-China tensions and their effect on the global tech industry
  • 15:21 The shift from growth at all costs to profitability
  • 18:29 Key takeaway for investors watching the tech space
18 Feb 2025 English South Africa Business · Investing

Other recent episodes

Everything Counts | Episode 44: What the new 2026 tax allowances mean for you?

The new tax year is here, and the 2026 Budget Speech introduced important changes that could reshape how South Africans save, invest, and plan for retirement. In this episode of Everything Counts, host Motheo Khoaripe sits down with Vumi Dludlu, Investec financial adviser, and Johan Loubser, head of adviser enablement…
23 Mar 18 min

Macro Monday Ep109: War increases inflation pressures

Central banks in the US, Eurozone and Japan all kept rates unchanged last week. But behind these decisions lie rising concerns about the impact of the Iranian War on a range of prices that have a major impact on inflation. The duration and intensity of the conflict will be key…
23 Mar 9 min

What Next? | Reclaiming the future from the algorithm

Artificial intelligence is rapidly reshaping economies, societies and power structures yet much of the conversation has swung between uncritical optimism and existential fear. In this episode of What Next? We explore how leaders can reclaim agency over the future of AI, ensuring it serves human progress rather than narrow commercial…
18 Mar 39 min

NOW Ep123: Middle East conflict | Counting the cost of disruption

Markets are sending a surprisingly calm signal in the face of escalating conflict in the Middle East. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady. In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined…
17 Mar 23 min

Macro Monday Ep108: Disconnect between energy and equity markets

With uncertainty over how long, the Iranian conflict will last, it’s not just the oil market that’s been affected. Natural gas prices have risen, but so too have grain and aluminium prices, pointing to inflation pressures in the coming months. However, as Chris Holdsworth, Chief Investment Strategist, at Investec Wealth…
16 Mar 11 min
All episodes