[TOP STORY] Nvidia produces quarter after quarter of outstanding growth
Loading player...
Rand Swiss’s Viv Govender points out that the whole of China cannot compare with what Nvidia is doing right now.
Other recent episodes
Boxer coming for Shoprite's retail crown
Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS. Plus, Duma Mxenge from Satrix explains the all-important effective annual cost and why investors…
[TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience
‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.
JSE at yearly lows: Time to buy or brace?
The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang unpacks the state of SA's mining sector, while Liberty's Zandile Makhoba discusses research…
[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies
‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.
Naspers/Prosus: ‘Steal of the century’
Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on climate risk in the latest How Cool Is Your Bank? report. And…