BN Daybreak: Nvidia results; Budget breakdown; Epstein saga; Anthropic and AI safety; Kganyago

Today’s BN Daybreak spans the AI trade after Nvidia’s latest numbers, fresh twists in the Epstein story, and a major shift at Anthropic as government and competitive pressures mount. We then turn local with Alec Hogg’s “good news” Budget read — before closing with SARB Governor Lesetja Kganyago on the market impact of South Africa’s inflation-target changes.

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