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 AI sell-off may be missing the bigger picture
Friday, 31 July 2026
Artificial intelligence shares have retreated sharply as investors react to China’s latest AI breakthroughs and growing competition in memory chips.
This week’s Weekly Wrap examines whether the market has become too focused on the risks while overlooking the continued strength in AI infrastructure demand, alongside the latest Federal Reserve decision and the outlook for inflation.
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