‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it’ – Kieran Witthuhn, Anchor Capital.

Kieran Witthuhn from Anchor unpacks Nvidia’s hotly awaited results released after the US close on Wednesday. Investec’s Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today’s MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.

Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.

Chantal Marx from FNB Wealth and Investments breaks down Coronation’s numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC’s Elle-Sarah Rossato unpacks the fast-evolving shifts reshaping South Africa’s tax landscape.

‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu’ – CEO Gary Arnold.

Faheema Adia from Momentum Securities on WeBuyCars’s milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and a robust dividend. Wiehann Olivier from Forvis Mazars on why crypto assets remain a challenge under CIS rules.

Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance.

Independent analyst Jimmy Moyaha unpacks SA’s sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance. Marriott’s Scott Cooper explains how they’re positioning portfolios.

With the company’s annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.

Gary Booysen from Rand Swiss on the JSE’s record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of Purple Group, on robust results and the momentum behind the growth flywheel. Simon unpacks the idea of a primary surplus, what it means and why it matters for South Africa’s fiscal path.