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Original broadcasts. Sources attached.24 stories · 48 min

Business & money

BizNews lifts Palantir value to $170 but says hold, don't chase

Alec Hogg raises BizNews's Palantir intrinsic value from $150 to $170 after 96% growth, but says the price already reflects it.

“In our intrinsic value, we have them at $150 a share. That's quite a long way below where they are trading at the moment, around $170. So the market has been running ahead of our intrinsic value number. And these results make that harder to wave away, though.”
As heard on BizNews Radio

NamedPalantir Alec Hogg BizNews

BizNews Radio

Aired 05 Nov, 17:27 SAST

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Worth. In our intrinsic value, we have them at $150 a share. That's quite a long way below where they are trading at the moment, around $170. So the market has been running ahead of our intrinsic value number. And these results make that harder to wave away, though. 96% growth year on year, accelerating from 80% growth in the previous quarter. So here's how I think about it.

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Business & money

Economist: US curbs on Tencent could push China to beat Nvidia reliance

An economist says Oracle's abandoned $7bn Tencent AI deal shows Chinese firms will find workarounds, as with DeepSeek, which could burst the bubble.

“They recently announced that they would be abandoning a $7 billion transaction with Tencent that sits in Hong Kong around AI.”
As heard on SAfm’s Market Update with Moneyweb

SAfm · Market Update with Moneyweb

Aired 05 Nov, 18:18 SAST

Technology

Fake copyright strikes used to silence Somali journalists for hire

A BBC Tech Life report finds Somali journalists' Facebook accounts were hit by paid, fraudulent copyright claims, allegedly from South Asia.

“He wrote to us on WhatsApp saying fraudulent copyright strikes and fake takedown claims are being weaponized on social platforms to silence independent journalists, delete reporting, and censor news…”
As heard on Cape Talk

Cape Talk

Aired 05 Nov, 01:31 SAST

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Politics

Law specialist: platforms treat SA as a tiny market, sign nothing

Electronic communications lawyer Khotatso Mampa says Meta and Microsoft signed the IEC disinformation pact late, and platforms diluted it for South Africa.

Kaya 959 · Point of View

Aired 04 Nov, 21:03 SAST

Business & money

Binance repays 95% of hack as European supermarkets' freezers hit

Binance says it has made good 95% of a $6.3bn hack, while suspected cyber attacks hit supermarkets' cold chains across Europe.

702 · The Money Show

Aired 02 Nov, 18:39 SAST

Technology

AI-generated child abuse images jumped from 13 to 3,500 in a year

Cyber expert Anna Collard tells Cape Talk perpetrators use AI and scraped photos to create abuse material and extort children.

Cape Talk

Aired 02 Nov, 03:42 SAST

Technology

Binance hack: $6.3bn accessed, North Korea unit suspected

Binance says it has frozen about $3bn of funds stolen in a record hack that analytics firms link to a North Korean hacking unit.

702 · Weekend Breakfast with Gugs Mhlungu

Aired 31 Oct, 07:05 SAST

Technology

ESET expert: smart glasses are outpacing SA law and privacy awareness

ESET's Alan Druma says Meta Ray-Ban smart glasses, with video, audio and AI facial recognition, are outrunning South African legislation.

Cape Talk

Aired 30 Oct, 23:26 SAST

Technology

Researcher hacked BYD Shark 6 sold in SA: locks, wipers, microphones

A cybersecurity expert says an Australian test hack of the BYD Shark 6 exposed a flaw, since patched, but local owners should stay alert.

Cape Talk

Aired 30 Oct, 21:17 SAST

Business & money

Hogg: market now grades AI spenders on cash, not ambition

Alec Hogg says the Alphabet and Amazon sell-off shows investors want proof AI spending pays back, weighing bull and bear cases.

BizNews Radio

Aired 30 Oct, 16:18 SAST

Business & money

Amazon's AWS booms yet shares drop 7% on three reasons

Alec Hogg explains why Amazon fell about 7% despite its fastest AWS growth in five years and record profit margin.

BizNews Radio

Aired 30 Oct, 16:15 SAST

Business & money

Alphabet's AI spending turned a cash machine into a cash borrower

Alec Hogg explains why Alphabet fell nearly 13% despite faster growth: AI spending means buybacks stopped and it is raising money.

BizNews Radio

Aired 30 Oct, 16:13 SAST

Crime & courts

Smuggled phones let jailed gang bosses run Western Cape crime networks

A Global Initiative analyst says gang leaders keep control from prison via smuggled phones, and gangs are spreading into rural Western Cape towns.

Cape Talk · Afternoon Drive

Aired 29 Oct, 17:14 SAST

Technology

BCX says election network has four layers of redundancy

BCX's acting CEO says Telkom's election network is its most advanced yet, with multiple backups, though cyber attacks and disinformation remain risks.

Moneyweb@Midday

Aired 29 Oct, 12:45 SAST

Crime & courts

Ghana romance scam targeting over-60s netted about $9 million

A 702 host recounts how twins from Ghana and a Hawaii woman lured elderly victims in the US and Europe, until FBI arrests.

702 · 702 Breakfast

Aired 29 Oct, 08:27 SAST

Technology

Open source maintainer Andre was a bottleneck and a hero in PHP fix

A tech firm says waiting hours for maintainer Andre to package the PHP fix exposed risks of relying on volunteer open source developers.

Cape Talk

Aired 29 Oct, 01:35 SAST

Politics

Gauteng spent R118.8m on panic buttons, handed out only 2,000

A SAfm host says Gauteng's e-panic button programme cost R118.8 million, distributed 2,000 devices at R908 each and appears mothballed.

SAfm · Night Fall

Aired 28 Oct, 22:08 SAST

Health

AI reads old sleep-lab heart data to flag cardiac risk a decade ahead

Emory University researchers used deep learning on 16,000 overnight sleep recordings to link heart signals to outcomes over the next 10 years.

Cape Talk

Aired 28 Oct, 00:37 SAST

Services & infrastructure

Study finds school phone use explains under 1% of academic performance

A researcher on 702 says strictly enforced school phone policies cut smartphone vigilance, but the effect on academic results is tiny.

702 · The Aubrey Masango Show

Aired 27 Oct, 22:31 SAST

Crime & courts

Detective admits no facial recognition expertise in AKA murder trial

Under cross-examination in the Durban High Court, a SAPS technical detective conceded he lacks facial recognition expertise after identifying two accused on CCTV.

702 · The Aubrey Masango Show

Aired 27 Oct, 22:04 SAST

Science & environmentLighter

Africa's moon mission to cost under $500,000 instead of $100 million

A South African-led team says its lunar radio antenna payload, built on volunteer time and local industry, will cost under half a million dollars.

BizNews Radio

Aired 27 Oct, 05:47 SAST

Crime & courts

Border cameras read number plates to catch cloned stolen cars

A border official explains how a new vehicle targeting system reads plates, flags fake or cloned ones and alerts guards to inspect the vehicle.

702

Aired 25 Oct, 23:07 SAST

Politics

Britons told to stockpile cash, food and a wind-up radio for cyber attack

A Cape Talk correspondent says the UK is warning citizens to prepare for cyber attacks or disasters, and is setting up a national AI biosecurity lab.

Cape Talk · Weekend Breakfast

Aired 25 Oct, 09:20 SAST

Crime & courts

22,000 WhatsApps in a month: messages reveal control before teens' deaths

Sunday papers report the Waldeck Cooks family's lawyers say Ethan Kutsia flooded Cameron with messages and monitored her before their deaths.

702 · Weekend Breakfast with Gugs Mhlungu

Aired 25 Oct, 07:21 SAST

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