Viv Govender
Portfolio Manager, Rand Swiss
Viv is a senior analyst and investment specialist, focusing on international and local markets. He frequently appears in the media, contributing to channels such as: SABC, CNBC, SAFM, 702 and ETV. He is also a regular guest lecturer at a number of prominent business schools and advanced education programmes, and previously lectured at tertiary institutions such as UKZN and DUT.
You can follow Viv on YouTube at @RandSwiss for regular market updates and AI insights.
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Nvidia beats expectations, but shares fall
Friday, 22 May 2026
In this week’s edition of The Weekly Wrap, we examine the latest developments in Iran and the upcoming Canal+ listing.
We also unpack Nvidia’s latest results and why the shares fell despite another strong earnings beat, raising fresh questions around expectations for the AI trade.
In our technology segment, we look at Meta’s latest retrenchments and what they could signal about the next phase of the tech cycle.
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