Moneyweb Radio MoneywebNOW

Nvidia's highs show AI theme is still strong

Loading player...
FNB Wealth & Investments’s Chantal Marx on the mixed performance of the Magnificent 7 – some tech giants slipping, others surging – despite concerns over valuations earlier in the year. Investec’s Themba Maseko on the launch of the South African Market Surveillance Code of Conduct, a step toward strengthening transparency and market discipline. Independent economist Elize Kruger talks the latest BankservAfrica Take-home Pay Index, showing a month-on-month dip in wages, though still notably higher than a year ago.
25 Jun 10PM English South Africa Business News · Business

Other recent episodes

FirstRand deserves highest rating of the big four

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?
11 Sep 10PM 18 min

Oracle surges +30% on cloud demand

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.
10 Sep 10PM 20 min
All episodes