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Director's Cut - Veteran money manager James Gubb: Oracle's shock downgrade signals the first crack in the AI bubble
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Director's Cut - Veteran money manager James Gubb: Oracle's shock downgrade signals the first crack in the AI bubble

By
Alec Hogg
16 min read
James Gubb warns AI exuberance masks weak returns, highlighting Oracle, OpenAI, energy opportunities, and risks facing hyperscale investors today.
BizNews Edge: James Gubb cuts through the AI noise — how top investors are hedging the boom
BizNews Edge

BizNews Edge: James Gubb cuts through the AI noise — how top investors are hedging the boom

By
Alec Hogg
9 min read
Veteran fund manager James Gubb compares the AI capex boom to the pyramids and the dot-com bust, and reveals where he's putting his own money.
Vials on the Wegovy line at the Novo Nordisk A/S production facilities in Hillerod, Denmark
Health

Novo's cut-price Ozempic alternative lands in SA - one day after rival clears same hurdle

By
Editor BizNews
8 min read
Novo’s cheaper semaglutide copy enters South Africa as patents expire and competition heats up
What fruit flies can teach us about the human brain
Good Hope

What fruit flies can teach us about the human brain

By
Editor BizNews
4 min read
*This content is brought to you by FirstRand
CR Impeachment would cause big fractures in the GNU: Richard Chelin
Interviews

CR Impeachment would cause big fractures in the GNU: Richard Chelin

By
Chris Steyn
12 min read
Governance expert Richard Chelin assesses Ramaphosa's crises, impeachment risks, corruption accountability, parliamentary oversight, and South Africa's governance outlook.
A 10-ounce gold bar is displayed at an ABC Bullion store in Sydney, Australia, on Friday, Jan. 23, 2026. Gold closed in on $5,000 an ounce, with geopolitical risks and renewed threats to the Federal Reserve’s independence supporting a record-breaking rally. Photographer: Brendon Thorne/Bloomberg
miningweb

Dr Duarte da Silva: SA gold mine owners’ windfall funded departure from Reef

By
Editor BizNews
11 min read
Record gold prices have delivered massive profits, but South Africa’s mining giants are sending the windfall overseas instead of reviving the Witwatersrand.
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