# Market Watcher: Markets focused on profits

Page: https://stenobird.com/podcast/safm-market-update-with-moneyweb-4393/market-watcher-markets-focused-on-profits
Text version: https://stenobird.com/podcast/safm-market-update-with-moneyweb-4393/market-watcher-markets-focused-on-profits.md
Podcast: [SAfm Market Update with Moneyweb](https://stenobird.com/podcast/safm-market-update-with-moneyweb-4393)
Published: 2026-07-29T17:29:00+00:00
Episode link: https://iono.fm/e/1701866
Audio file: http://dl.iono.fm/epi/prov_216/epi_1701866_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/safm-market-update-with-moneyweb-4393/episodes/market-watcher-markets-focused-on-profits
Duration seconds: 621

## Resource

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

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## Transcript

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