Rob Hersov @ARC - spreading word about real SA to conservatives

SpaceX’s blockbuster debut has reignited debate over whether Elon Musk is building the world’s most valuable company – or the next great market bubble. In this wide-ranging discussion, Magnus Heystek and Anthony Ginsberg unpack the investment case behind SpaceX, Starlink, Anthropic and OpenAI, weighing extraordinary growth potential against eye-watering valuations…

Today’s BizNews Daily Edge unpacks how the US Federal Reserve’s hawkish hold is rippling through South African markets, where expensive money is forcing companies and government alike to show the strength of their balance sheets. Irakli looks at Brait’s deeply discounted R2.5bn rights offer to cut debt and support Virgin…

In the latest Electoral Road Show with Chris Steyn and analyst Supremo Wayne Sussman, he dissects the Democratic Alliance’s big Cabinet reshuffle, particularly the ministerial demotion of former party leader by the new leader Geordin Hill-Lewis, as well as the posts now allotted to the Willie Aucamp, David Maynier, Yusuf…

Today's Daybreak covers the landmark US-Iran peace deal and the Federal Reserve's unanimous decision to hold interest rates steady. Alec Hogg analyses DA leader Geordin Hill-Lewis's strategic cabinet demotion of Agriculture Minister John Steenhuisen. We also unpack SpaceX's massive $2.52 trillion IPO valuation, the Western Cape's expanding provincial policing powers,…

SpaceX has become the hottest story in global investing, soaring to a valuation above $2 trillion and captivating markets worldwide. But is it a revolutionary business success or a masterclass in financial engineering? In this candid interview, Cy Jacobs argues that Elon Musk has cracked the code of modern market…