Boardroom Talk: BN Portfolio Mag7 shine brightly in Q1

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.

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