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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The Weekly Wrap: The next test for AI stocks
Friday, 17 July 2026
AI companies continue to deliver exceptional earnings, yet their share prices are pulling back. This week’s Weekly Wrap examines whether valuations have moved too far ahead of fundamentals, alongside renewed oil risks, softer US inflation and SpaceX’s fall below its IPO price.
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