This year Google's parent company plans to invest hugely, primarily in AI and cloud infrastructure, reports Old Mutual Wealth research analyst Nadine Chetty-Khan.

Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science & Technology, on prioritising education spend in Budget 3.0.

Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.

Gary Arnold, CEO of Astral, on the results: Revenue was higher, but cost pressures saw profit fall markedly.

Bianca Botes, Citadel Global, on how managing rand volatility could be a competitive advantage.

Niki Giles of Prescient Fund Services on umbrella funds and how they can help smaller companies with the complexity of staff retirement needs.

‘I think there's still some legs left to improve margins, especially with the Lafarge businesses that are now starting to gain momentum again’: CEO Andries van Heerden.

Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody’s downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company’s results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies fail to pay their taxes.

‘I'm very respectful of the market, but it can be a little irrational in selling things, especially when something seems to have gone up too much in the market's opinion’: Nishlen Govender from Citadel.

Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions.

Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors.

Simon shares his perspective on actively managed certificates (AMCs), and explains why he finds them an intriguing product concept that is well worth exploring further.

‘I think South Africa is a very resilient place with good people, good talent, and great opportunity’, declares CEO Zak Calisto.

Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers behind its performance. Meanwhile, Standard Bank CIB’s Sam Dahya discusses the rise in investor inflows into Africa and how standardisation could be the key to unlocking even greater growth.