BN Briefing: FinMin Godongwana on Treasury's growth plan; Budget reaction; Nvidia results; Anthropic

Markets welcomed South Africa’s Budget, with RMB’s Kgothatso Baloyi highlighting a narrowing deficit and an improving debt path. Finance Minister Enoch Godongwana then sets out Treasury’s “four pillars” growth story, with infrastructure and state capacity front and centre. The show closes in the US tech arena: Bloomberg unpacks Nvidia’s outlook amid tight supply, and reports on Anthropic loosening a key safety stance as Pentagon pressure builds.

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