[TOP STORY] The impact of hyperscaler spending on global markets

Loading player...
Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.
19 Jan 2AM English South Africa Business News · Business

Other recent episodes

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…
12 Mar 1AM 19 min

Weaver Fintech growth bursts as it signs Shoprite, Takealot

Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners…
11 Mar 1AM 19 min