Investec Investec Focus Radio SA

NOW Ep93: Can tech titans keep up the pace?

Loading player...
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
Chapters
  • 00:00 Introduction
  • 01:03 The overall sentiment for tech stocks in 2025
  • 02:14 The impact of President Trump's policies on Big Tech
  • 03:30 Elon Musk's $97.4 billion bid for OpenAI
  • 05:40 The launch of Chinese AI firm DeepSeek
  • 08:45 The sustainability of the AI revolution
  • 10:56 The influence of monetary policy on tech valuations
  • 12:40 The ongoing semiconductor shortage
  • 14:08 US-China tensions and their effect on the global tech industry
  • 15:21 The shift from growth at all costs to profitability
  • 18:29 Key takeaway for investors watching the tech space
18 Feb 2025 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep120: New Fed chief commits to price stability

While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says markets are reading Fed chief Kevin Warsh's commitment to price stability as a sign that a US rate hike…
22 Jun 9 min

Everything Counts | Sports Edition wrapped: Financial literacy and sport

Professional athletes can earn life-changing money before the age of 30. So why do so many still struggle financially after retirement? In this episode of Everything Counts: Sport's Edition, Motheo Khoaripe quizzes former Springbok and Investec head of Sports, Schalk Brits, financial adviser Vumi Dludlu, and Wealth Manager Moses Bokaba…
15 Jun 32 min

NOW Ep129: What the future of work means for today’s students

Is higher education keeping up with AI? For decades, the university degree has been treated as a reliable bridge between learning and work. AI is testing that bargain. As technology changes what employers need, higher education faces a sharper test - not whether it can produce graduates, but whether it…
16 Jun 21 min

Macro Monday Ep118: US economic data point to higher interest rates

Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed.
8 Jun 9 min
All episodes