Episode

Market Watcher: Markets focused on profits

Podcast: SAfm Market Update with Moneyweb
Published: Jul 29, 2026
Duration seconds: 621
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Summary

David Shapiro of Otto1890 unpacks the AI bubble and tech stocks. He reviews results from Kumba, Valterra Platinum and Rio Tinto, explores how AI spending is boosting commodities, and discusses the shift from luxury vehicles to Chinese brands and EVs. SAfm Market Update - Podcasts and live stream