[TOP STORY] The latest hyperscaler earnings and AI growth
Loading player...
‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.
Other recent episodes
[TOP STORY] Navigating the new normal in global supply chains
Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.
Shoprite confident Sixty60 growth story is far from over
After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The…
[TOP STORY] Italtile: Six months of flat revenue, high costs
CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.
Market records and innovation boost JSE profits
Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods,…
[TOP STORY] Are SA fund managers bullish on equities for 2026?
‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.