Global Investing

Global Investing

BERLIN, GERMANY - OCTOBER 21: Jensen Huang, CEO of NVIDIA, gives a keynote address at the NVIDIA Berlin GPU Technology Conference (GTC) on October 21, 2026 in Berlin, Germany. The three-day event is bringing together developers, researchers, and industry leaders in artificial intelligence infrastructure. (Photo by Sean Gallup/Getty Images)
Global Investing

The Economist: Leather jacket, honeytrap? Nvidia’s boss and the key-man risk in your RA

By
The Economist
4 min read
Can Nvidia’s boss survive a Chinese-spy controversy? Jensen Huang is caught with his pants down
Wall Street’s blue-wave hangover: why a Texas governor matters in Johannesburg
Global Investing

Wall Street’s blue-wave hangover: why a Texas governor matters in Johannesburg

By
The Economist
4 min read
Markets realise they hate America’s blue wave. Investors worry that Democratic dominance will slow down the AI boom
SHENZHEN, CHINA - SEPTEMBER 22: In this photo illustration, the app icons for ChatGPT, Meta's Muse and Anthropic's Claude are displayed in a folder labeled "Artificial Intelligence" on a smartphone screen on September 22, 2026, in Shenzhen, Guangdong Province, China. Strong demand for Meta Platforms' (NASDAQ: META) Muse AI assistant has renewed investor enthusiasm for artificial intelligence ahead of the company's September 2324 Connect conference, where it plans to showcase advances in AI, smart glasses and virtual reality. (Photo Illustration by Cheng Xin/Getty Images)
Global Investing

Dambisa Moyo on BizNews: The spectre of an AI-driven slowdown

By
Editor BizNews
4 min read
The AI boom could fuel a global economic slowdown as debt rises and returns come under pressure.
NANJING, CHINA - OCTOBER 27: In this photo illustration, the logo of Anthropic is displayed on a smartphone screen on October 27, 2026 in Nanjing, Jiangsu Province of China. (Photo by VCG/VCG via Getty Images)
Tech

FT on Anthropic’s $2tn IPO: big returns, little say for SA investors

By
The Financial Times
7 min read
Prospectus details AI lab’s ‘mission’, $800bn data centre commitments and extraordinary governance structure
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