Investec Investec Focus Radio SA

NOW Ep93: Can tech titans keep up the pace?

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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 English South Africa Business · Investing

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