This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Boardroom Talk: BN Portfolio Mag7 shine brightly in Q1

Loading player...

In this episode of Boardroom Talk, BizNews editor Alec Hogg unpacks a blockbuster night for global tech investors, with Alphabet, Meta and Amazon all reporting quarterly results. Held in the BizNews Ricardo US dollar portfolio, the three tech titans reveal how artificial intelligence has shifted from promise to hard infrastructure — and hard spending. Hogg explains what booming cloud revenues, massive AI capex, inflated paper gains and resilient core businesses mean for South African investors with offshore exposure.

30 Apr 7AM English South Africa Investing · Business News

Other recent episodes

Angelo Agrizzi: Protecting politicians. Burning evidence.

If you wonder why State Capture accused are roaming free, watch Chris Steyn’s interview with former BOSASA COO Angelo Agrizzi. Ever since implicating himself when he blew the whistle on corruption at BOSASA, he has battled to hold accountable politicians also fingered only to now be told that the evidence…

9 Nov 6AM 39 min

BN Edge | What next for Gauteng? Mashaba pieces together the province's coalition puzzle

Herman Mashaba went into the local elections with commentators writing ActionSA off. He came out holding the balance of power in all three Gauteng metros. Speaking to Alec Hogg days after the count, the ActionSA leader revealed the offer he made to DA leader Geordin Hill-Lewis in a private phone…

9 Nov 6AM 39 min

The Universal Kitchens story: Founder and CEO van Breda on faith, family and grit

Clinton van Breda has never had a boss, and in 21 years at the head of Universal Kitchens he says he has never installed a kitchen himself. He started at about 19 with a long-base bakkie his father chose instead of the double cab he wanted, and an overdraft secured…

30 Oct 5AM 55 min

BN Daybreak: Breytenbach wants IDAC closed; Mpolase on the 'long game'; boots for township rugby

DA chief whip Glynnis Breytenbach, a former senior prosecutor, tells BizNews that IDAC must be closed down - you cannot build a clean unit inside a corrupt NPA - and that the ANC, sitting on 30%, is getting about 20% more than it deserves. She also says South Africa may…

8 Nov 10PM 13 min

The NdB Sunday Show: Mzo Mpolase - Messy coalitions loom as DA loses its X Factor

In this NdB Sunday Show with Chris Steyn, political analyst Mzo Mpolase, says while the DA has increased its footprint in the Local Government Elections, “it was not enough to give it a mandate of governance. It will still find itself in these messy coalitions”. He says the DA's conduct…

8 Nov 9AM 40 min

All episodes