Скачать или смотреть BN Daybreak: Nvidia results; Budget breakdown; Epstein saga; Anthropic and AI safety; Kganyago

Today’s BN Daybreak spans the AI trade after Nvidia’s latest numbers, fresh twists in the Epstein story, and a major shift at Anthropic as government and competitive pressures mount. We then turn local with Alec Hogg’s “good news” Budget read — before closing with SARB Governor Lesetja Kganyago on the market impact of South Africa’s inflation-target changes.

Timestamps:
00:00 – Intro
00:12 – Nvidia's Bullish Outlook
01:21 – Jeffrey Epstein Saga Update
01:45 – Clintons to Face Questioning
02:35 – Ad break: WeBuyCars (www.webuycars.co.za)
03:08 – Anthropic’s Safety Shift
04:43 – Pentagon vs. Anthropic
06:11 – South Africa's 2026 National Budget
07:34 – Transnet and Revenue Overrun
08:51 – Ad break: DCC Hotel Group (www.dcchotels.co.za)
09:13 – Inflation Targeting Success

Video production by Ruan Erasmus

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