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Today’s BN Daybreak spans the AI trade after Nvidia’s latest numbers, fresh twists in the Epstein story, and a major shift at Anthropic as government and competitive pressures mount. We then turn local with Alec Hogg’s “good news” Budget read — before closing with SARB Governor Lesetja Kganyago on the market impact of South Africa’s inflation-target changes. Timestamps: 00:00 – Intro 00:12 – Nvidia's Bullish Outlook 01:21 – Jeffrey Epstein Saga Update 01:45 – Clintons to Face Questioning 02:35 – Ad break: WeBuyCars (www.webuycars.co.za) 03:08 – Anthropic’s Safety Shift 04:43 – Pentagon vs. Anthropic 06:11 – South Africa's 2026 National Budget 07:34 – Transnet and Revenue Overrun 08:51 – Ad break: DCC Hotel Group (www.dcchotels.co.za) 09:13 – Inflation Targeting Success Video production by Ruan Erasmus Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here - https://bit.ly/4ifcIWO Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3is4b7l Join this channel to get access to perks: / @biznewstv