A company called CoreWeave (NASDAQ: CRWV) has been quietly imploding and if you own AI stocks, it’s worth understanding exactly what’s happening and why.
Read MoreMost South Africans who have a Tax-Free Savings Account (TFSA) are doing the same thing: parking their R46,000 a year in a high growth, money market or a bland balanced fund, and moving on.
Read MoreThis week, two of the most powerful companies on earth made a bet that tells you more about the future of AI than any earnings call or analyst note published this year.
Amazon signed a 20-year, $3 billion power deal.
Then Google signed a 20-year, $4.3 billion power deal.
Both with the same company.
Both for nuclear energy.
Oil prices aren’t the only reason petrol and diesel prices are rising. Diesel prices have nearly doubled since the start of the Iran war, yet oil prices are up only about 60%. Why is this?
Read MoreIn just a few days, Brazil will choose between two very different political directions in their 2026 election. On 4 October, 156 million-plus eligible voters were expected to shape the country’s future. The first-round result delivered a surprise: Flávio Bolsonaro won 47.03% of valid votes, narrowly ahead of incumbent President Luiz Inácio Lula da Silva on 45.16%.
Neither won outright. Now they face each other in a runoff on 25 October.
Last week, one of South Africa’s most important financial stories of the year landed on SENS. Sanlam (JSE: SLM), through its subsidiary Sanlam Life, made a formal offer to acquire all remaining Santam (JSE: SNT) shares it doesn’t already own.
Read MoreLast week, the rand slipped past R16.60 to the dollar – its weakest level since July.
If you’ve been following South African financial news, you might be tempted to reach for the usual explanations. Political uncertainty. Load-shedding. The current account deficit. The structural weaknesses that South Africa carries like a weight around its neck.
Something interesting happened in Silicon Valley earlier this month.
Nvidia, the company that has made billions selling the chips powering the artificial intelligence boom, agreed to spend almost $13 billion buying a company most ordinary investors have probably never heard of.
Read MoreSomething unusual is happening in the AI race. The world’s biggest technology companies are spending staggering amounts building AI data centres packed with the most advanced computing hardware on the planet.
Read MoreIf someone was slowly, quietly shrinking the value of every rand note in your wallet – not stealing it, just making each note worth a little less every single year – what would you do with your money? You’d move it out of cash. You’d put it into something they can’t shrink. Something with a fixed supply. Something that governments can’t print more of on a Tuesday afternoon when the budget looks bad. That instinct has a name in financial markets. It’s called the debasement trade. And in 2026, it has become one of the most important and most misunderstood investment themes on the planet.
Read MoreRecently, shares in a company called Unitree started trading in Shanghai. You’ve probably never heard of it. But there’s a decent chance you’ve seen its robots without knowing it. The ones doing backflips, running like sprinters, even throwing kung fu kicks in viral videos that rack up millions of views.
Read MoreI want to tell you about a mistake I’m watching a lot of income investors make right now, without even realising it. For years, the playbook was simple. Find a stock with a fat dividend yield, buy it, collect the cheque, repeat. Easy money, especially while interest rates kept falling and every income-hungry investor was chasing the same handful of high-yielding names.
Read More
Get the latest trading and investing recommendations straight to your inbox!
Privacy: We never share your email address You can unsubscribe at any time