BN Daybreak: Musk’s $1.25tn SpaceX-xAI Colossus; Palantir’s "N of 1" Surge; SA’s Secret Tech Weapon

Описание: In this episode of BizNews Daybreak, Alec Hogg covers the global tech shake-up and critical local stories moving the markets.

Top stories:

Musk’s New Titan: Elon Musk is merging SpaceX and xAI to create a "vertically integrated" tech giant valued at $1.25 trillion—essentially building data centres in orbit.

Palantir’s "Category of One": DA Davidson’s Gil Luria explains why Palantir has no competition, smashing the "Rule of 40" with a score of 127% and accelerating growth while peers slow down.

SA’s Tech Secret: ASP Isotopes CEO Paul Mann reveals how South Africa is producing the critical materials needed to keep Moore’s Law alive and power the next generation of semiconductors.

Local Industry Crisis: The DTIC runs out of funds for film incentives, leaving the local movie industry owed over R660m and facing a 50% contraction.

Markets: Gold stabilises after its collapse, the Rand holds at R16/$, and Bitcoin rebounds 5%.

Plus: A global backlash hits baby formula giants Nestle and Danone after a supply-chain toxin scare.

Timestamps:
00:00 – Intro
01:25 – Elon Musk’s $1.25 Trillion SpaceX and xAI Merger
02:05 – Clintons Agree to Testify in Jeffrey Epstein Investigation
02:28 – Palantir’s Explosive Q4 Growth and 2026 Forecast
02:58 – US-India Trade Deal: Tariffs Slashed as Oil Sourcing Shifts
04:17 – ISP Isotopes and the Future of Semiconductors
07:48 – Crisis in SA Film Industry: Missing Millions
11:40 – Ad break: WeBuyCars (www.webuycars.co.za)
21:48 – Global Baby Formula Recall: Contamination Traced to China

Video production by Ruan Erasmus

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