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Strong earnings in the tech sector have driven the Nasdaq to new highs recently. But with concerns about high valuations, investors are looking for ways to participate in the sector while protecting their downside. The Investec Nasdaq 100 Geared Growth structured product could address those needs, as explained by Brian McMillan in this piece.

Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.

Pre-close updates came through from Attacq, FirstRand and Grindrod. Sibanye-Stillwater's Capital Markets Day is an important source of information on the strategy. Vunani has swung into profitability. Labat Africa has promised an investor roadshow - and they are paying a dividend!

There is growing talk in investment markets that the AI "bubble" may soon burst. Evidence suggests that those predictions are misplaced, although investors should remain cautious about risks. Nico Katzke gives us his take on the AI sector "bubble".

There are encouraging signs at Exxaro based on recent commodity prices and sales volumes. Gold Fears is trying to allay fears about the Tarkwa mine in Ghana. Standard Bank had a slower second quarter, but the full-year guidance is intact for now.

Prosus and Naspers have given us a peek at earnings via a trading statement. Datatec has crystallised some of the value in Westcon International, with a special dividend of over R7 billion on the horizon. The Heriot family is injecting more assets into Heriot REIT.

Some mysteries survive not because they're clever, but because the truth is so simple that nobody wants to believe it. We want the answer to be breathtaking and impossible to guess, yet sometimes it's staring us right in the face. Dominique Olivier tells the story of the Mechanical Turk.

The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days of load shedding. What once felt like a permanent crisis has receded into the background, but the real story now is what’s being built in its place (like power wheeling and aggregation). Against the backdrop of the Africa Energy Forum, the conversation explores the infrastructure and commercial models that are reshaping how electricity is generated, moved and sold across the country, unlocking new levels of flexibility and opportunity for businesses.