In today\u2019s BN Daybreak, we open with Bloomberg News Now on President Trump\u2019s first State of the Union of his second term \u2014 delivered just days after the Supreme Court overturned his emergency tariffs \u2014 as the White House sharpens its economic message ahead of the year\u2019s political battles. We then shift to the streaming wars, where Warner Bros. Discovery weighs a revised Paramount\/Skydance offer \u2014 a $31-a-share cash bid \u2014 against its existing Netflix deal, with fresh negotiations now back on the table.<\/p>\n
From there it\u2019s all about Big Tech and the AI buildout: Meta is set to commit billions to AMD chips and AI systems over the next five years, underscoring the scale of the infrastructure race. In banking, JPMorgan boss Jamie Dimon warns he\u2019s seeing echoes of the pre-2008 rush for risky lending, calling out rivals for doing \u201cdumb things\u201d.<\/p>\n
Back in South Africa, energy expert Thomas Garner unpacks Eskom\u2019s warning that load-shedding could return in 2029 \u2014 and the political tug-of-war over an independent National Transmission Company. We close with economist Dawie Roodt\u2019s Budget preview: a possible revenue overrun, the temptation to spend windfalls, and what government should prioritise instead.<\/p>\n","protected":false},"excerpt":{"rendered":"In today\u2019s BN Daybreak, we open with Bloomberg News Now on President Trump\u2019s first State of the Union…\n","protected":false},"author":2,"featured_media":498105,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[199480,199479,45,49,48,46,199483,172298,107100,199481,199484,199486,199485,199482],"class_list":["post-498104","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","tag-alec-hogg","tag-biznews-daybreak","tag-business","tag-ca","tag-canada","tag-economy","tag-enoch-godongwana","tag-global-tariffs","tag-gold-price-forecast","tag-ibm-anthropic-ai","tag-peter-mandelson-scandal","tag-sa-economic-news","tag-software-bankruptcies","tag-south-africa-budget-2026"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/498104","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=498104"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/498104\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/498105"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=498104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=498104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=498104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}