BizNews Edge: Rate hike coming; Best AI stock bets; Sasol, Nedbank, Kumba

Veteran investor James Gubb joins BizNews Edge to cut through the AI hype, weighing today's data centre spending against history's biggest capital booms and explaining why he's backing energy and nuclear stocks over AI names themselves. Also on today's show: Sasol's operational turnaround continues even as its share price cools after a strong run, Nedbank locks in its East Africa expansion via Kenya's NCBA Group, and Kumba Iron Ore's ugly trading update lays bare the toll of a strong rand and Transnet's rail failures. Plus, why Thursday's Reserve Bank rate decision just got more hawkish. Video production by Patrick Kidd Book your tickets now for the BizNews Conference #9 - Drakensberg - 11-14 August 2026. Click here: https://bit.ly/48fiMfO 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/4v7Epaz Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. Register here - https://biznews.beehiiv.com/biznews-i... Join this channel to get access to perks:    / @biznewstv