Archive

2026-07-17 16:23 • The Motley Fool Positive Axe Cap view: Selective MU SKHY DRAM

Micron Technology has experienced a 30% pullback from its 52-week high despite strong quarterly results, presenting a buying opportunity for long-term investors. The company benefits from structural demand for memory chips driven by AI data centers, with supply shortages expected to persist beyond 2030. Analysts project 785% EPS growth in fiscal 2026, with potential for the stock to reach nearly $2,000 by 2030 if earnings growth continues and the company trades at a modest 10x earnings multiple.

Axe note: Despite a hefty pullback, Micron’s semiconductor growth tied to AI demand suggests potential upside for patient investors.

2026-07-17 16:22 • The Motley Fool Neutral Axe Cap view: Selective SPCX

SpaceX stock fell below its IPO price after the company scrubbed a Starship test flight due to two Raptor engines failing to ignite on the Super Heavy booster. The engines will be replaced and the launch rescheduled for early next week. The analyst argues this delay is not a significant concern for long-term investors.

Axe note: SpaceX share price dipped after a launch delay, but the long game remains intact.

2026-07-17 16:20 • The Motley Fool Positive Axe Cap view: Selective SNDK

Sandisk stock has surged over 3,000% in the past 12 months, trading around $1,400 per share as of July 2026. While a stock split may seem likely, management may hold off due to strong investor demand, potential short-term trader influx, and the availability of fractional investing. The company's growth is driven by AI infrastructure demand, with data center revenue up 645% and edge business revenue up 295% in Q3 fiscal 2026. Long-term success depends on maintaining consistent revenues through multiyear contracts rather than expecting continued 3,000% annual gains.

Axe note: After surging 3,000% in a year on AI demand, Sandisk’s next moves will likely test investor patience.

2026-07-17 16:03 • The Motley Fool Positive Axe Cap view: Selective NVDA

Nvidia stock dropped nearly 5% on Friday following news that Chinese startup Moonshot AI unveiled a new model that narrows the gap with top U.S. AI systems. The decline reflects investor concerns about lower-cost AI alternatives reducing capital spending on infrastructure. However, the article argues the reaction is overdone, noting Nvidia continues strong growth and recently announced expansion in Japan.

Axe note: Nvidia’s shares fell on fears of cheaper Chinese AI alternatives, but underlying strength remains.

2026-07-17 15:30 • The Motley Fool Positive Axe Cap view: Selective NVDA MRVL AMZN GOOG GOOGL GOOGM GOOGN

Following a chip stock sell-off on July 13 due to geopolitical tensions, the article recommends two semiconductor stocks for long-term investors: Nvidia, trading at attractive valuations relative to its GPU market dominance and AI infrastructure growth potential, and Marvell Technology, a leading ASIC maker positioned to benefit from increasing demand for custom AI chips from hyperscalers like Amazon and Alphabet.

Axe note: Geopolitical jitters dragged chip stocks lower, but Nvidia and Marvell stand out for long-term gain.

2026-07-17 15:21 • The Motley Fool Negative Axe Cap view: Selective GOOG GOOGL GOOGM GOOGN

Alphabet's stock fell 2% after Bloomberg reported that its Gemini 3.5 Pro AI model is months behind schedule and lagging competitors in coding ability. The company is struggling to balance multiple stakeholder demands while facing government oversight, and despite massive capital investments approaching $187 billion this year, investors are concerned about the lack of competitive progress in the AI race against OpenAI and Anthropic.

Axe note: Alphabet’s stock fell after news of its delayed AI model raised concerns over its AI race and returns.

2026-07-17 14:23 • The Motley Fool Positive Axe Cap view: Selective SPGI

S&P Global completed a spinoff of its Mobility division (now Mobility Global) on July 1, 2026, creating a leaner, more focused company. The mobility business was S&P Global's smallest and lowest-margin operation (22% margins vs. 40% company average), so the separation should improve overall profitability and allow management to focus on core strengths in ratings and market intelligence. The company's 53-year dividend growth streak remains intact.

Axe note: S&P Global’s July 2026 spinoff of its Mobility division sharpens its focus on higher-margin rating services.

2026-07-17 14:17 • The Motley Fool Positive Axe Cap view: Selective PG

Procter & Gamble raised its quarterly dividend by 3% in April, marking its 70th consecutive year of dividend increases and 136 years of continuous dividend payments since 1890. With a current yield of 2.9%, a payout ratio of 63%, and plans to distribute $10 billion in dividends in fiscal 2026, P&G demonstrates the durability of its consumer staples business. The stock trades at 21x earnings, offering a reasonable valuation for income-focused investors seeking dependable dividend growth.

Axe note: Procter & Gamble’s 70-year streak of dividend hikes shows a level of reliability few companies achieve, a benchmark that’s tough to match on the JSE.

2026-07-17 14:15 • The Motley Fool Positive Axe Cap view: Selective SPCX GOOG GOOGL GOOGM GOOGN RKLB

SpaceX's stock fell below its $135 IPO price following a Starship launch delay, but the article argues the delay itself is unlikely to materially impact the company's long-term investment thesis. The stock decline is attributed more to thin trading float (only 4% of shares trade publicly), AI sector sell-offs, and pending lock-up expirations rather than the business fundamentals. Near-term revenue drivers like Starlink and AI compute deals remain unaffected by the delay.

Axe note: SpaceX shares fell below IPO price after a Starship launch delay, but the setback is unlikely to dent long-term value.

2026-07-17 14:13 • The Motley Fool Negative Axe Cap view: Selective NFLX WBD

Netflix's stock plummeted following disappointing Q2 earnings, with revenue growth slowing to 13.4% and weak forward guidance of 11.7% for Q3—its slowest growth in three years. The company is pursuing acquisitions and exploring free trial eligibility and ad-supported tiers as organic growth stalls, signaling desperation rather than strategic expansion. While profitability improved, investors are concerned about slowing subscriber growth and the company's ability to maintain momentum.

Axe note: Netflix's slowing growth and retreat into ad tiers and acquisitions hint at bigger issues for global streaming firms, with muted local impact.

2026-07-17 14:07 • The Motley Fool Positive Axe Cap view: Selective CEG ETR NEE NEEPN NEEPS NEEPT NEEPU NEEPV NEEPW META AMZN D

As AI data centers proliferate globally, electricity demand is surging, creating significant opportunities for utility stocks. Three electric utilities are particularly well-positioned to benefit: Constellation Energy (nuclear power focus with direct Meta deals), Entergy (supplying Meta's $50B Louisiana data center), and NextEra Energy (merging with Dominion to gain exposure to Virginia's 'data center alley'). All three stocks offer dividend growth potential alongside earnings expansion driven by AI infrastructure demand.

Axe note: Rising electricity demand from global AI data centers shines a spotlight on energy providers, but South African utilities face a different reality.

2026-07-17 14:05 • The Motley Fool Positive Axe Cap view: Selective GOOG GOOGL GOOGM GOOGN BRK.A BRK.B AAPL

Warren Buffett revealed he personally initiated Berkshire Hathaway's significant investment in Alphabet, adding over $20 billion to the position in 2025. Buffett expressed regret for not buying earlier and highlighted Alphabet's strong returns on capital and diverse business portfolio as reasons for the investment, signaling cautious optimism toward AI despite concerns about massive capital expenditures required for AI infrastructure.

Axe note: Warren Buffett’s large 2025 purchase of Alphabet shares signals cautious confidence in AI, a rare move for the value legend.

2026-07-17 14:04 • The Motley Fool Negative Axe Cap view: Bearish ASTS

AST SpaceMobile's stock plummeted 25% this week after the company announced a $1 billion convertible bond offering, surprising investors given its $3 billion cash balance. The company faces significant headwinds including $1.37 billion in annual cash burn, operational delays from Blue Origin launch failures, and a high conversion price of $79.60 versus the current $55 share price. Despite the decline, the stock remains expensive relative to fundamentals.

Axe note: AST SpaceMobile’s 25% slide after a surprise $1bn bond offering signals serious challenges ahead for its ambitious satellite internet play.

2026-07-17 13:13 • The Motley Fool Positive Axe Cap view: Selective SNDK META SKHY

Sandisk has secured a long-term supply agreement with Meta Platforms for NAND flash memory chips to support Meta's AI data center expansion. With a $42 billion revenue pipeline from five multi-year agreements, expected memory chip shortages lasting 4-5 years, and variable pricing riders that capture upside from price increases, analysts project Sandisk's stock could reach $4,657 (2.6x upside) if earnings reach $232.88 per share within two years.

Axe note: Sandisk’s $42bn AI memory supply deal with Meta hints at a structural chip shortage that could ripple to the rand and South African tech investments.

2026-07-17 13:04 • The Motley Fool Neutral Axe Cap view: Neutral BRK.A BRK.B GOOG GOOGL GOOGM GOOGN

Berkshire Hathaway Energy is positioning itself to capitalize on growing electricity demand from AI data centers. CEO Greg Abel noted that the subsidiary is already supplying 8% of its Iowa electricity production to AI data centers, with potential for 50%+ growth over five years. However, while the opportunity is real, AI currently represents only about 4% of U.S. electricity consumption, limiting its significance as a core growth driver for the conglomerate.

Axe note: Berkshire Hathaway Energy is gearing for AI-driven electricity demand, yet this remains a small slice of the company’s growth story.

2026-07-17 12:30 • The Motley Fool Positive Axe Cap view: Selective SMR OKLO

Rising AI adoption is driving massive energy demand from data centers, positioning nuclear energy—particularly small modular reactors (SMRs)—as an ideal solution. NuScale Power and Oklo are two early-stage SMR companies positioned to benefit from this trend, though both face regulatory hurdles and commercialization risks. Major investment banks including Goldman Sachs, Bank of America, and Morgan Stanley are bullish on nuclear's renaissance.

Axe note: Rising AI-driven power demand shines a spotlight on nuclear energy solutions, but South African investors must tread carefully.

2026-07-17 12:30 • The Motley Fool Positive Axe Cap view: Selective RVMD RVMDW

Revolution Medicines, a pre-revenue biotech company developing targeted cancer treatments to replace chemotherapy, has surged 125% in 2026. The company's flagship drug Daraxonrasib received FDA Breakthrough Therapy designation and is undergoing accelerated review by the EMA. Billionaire Stanley Druckenmiller's Duquesne Family Office purchased 316,000 shares worth $30.6 million in Q1 2026, now valued at $56.6 million, signaling confidence in the company's potential despite its speculative nature.

Axe note: RVMD has soared 125% in 2026 on breakthrough cancer treatment hopes, but South African investors should tread carefully.

2026-07-17 12:19 • The Motley Fool Neutral Axe Cap view: Neutral TSLA

Tesla's Q2 earnings on July 22 are expected to show strong EV delivery growth (~480k units) and automotive revenue around $20.1-20.7B, up 22% YoY. However, the article suggests investors shouldn't rush to buy before earnings as major announcements on Optimus robots or robotaxi/v15 software are unlikely, with no game-changing catalysts expected. Long-term investors can wait to buy as the stock lacks near-term catalysts.

Axe note: Tesla's July 22 earnings promise growth but no local catalyst to jump in now.

2026-07-17 11:30 • The Motley Fool Mixed Axe Cap view: Selective TTD AMZN META GOOG GOOGL GOOGM GOOGN PUBGY

The Trade Desk's stock has plummeted 76% in 2026 due to slowing growth expectations, intense competition from Amazon's DSP, a public dispute with Publicis, management turnover, and macro headwinds. While trading at historically cheap valuations (6x adjusted EBITDA), the company faces significant near-term and long-term challenges that must be resolved before it becomes an attractive investment opportunity.

Axe note: The Trade Desk’s 76% plunge this year signals caution amid stiff competition and management turmoil, with limited local upside.

2026-07-17 11:30 • The Motley Fool Positive Axe Cap view: Selective VOO VTI AAPL MSFT NVDA GOOG GOOGL GOOGM GOOGN

The article compares two Vanguard ETFs—VOO (S&P 500) and VTI (Total Stock Market)—as potential bear market hedges. While both track broad U.S. stock markets with similar top holdings, VTI offers slightly better diversification with lower tech concentration (35% vs 40%), making it potentially less vulnerable to AI sector volatility. However, VOO has outperformed recently due to tech strength.

Axe note: VTI's broader diversification makes it a smarter choice than VOO for weathering tech-driven downturns, with clear implications for rand investors.