Archive

2026-07-17 10:15 • The Motley Fool Positive Axe Cap view: Selective GEV AGX SPCX

Elon Musk's SpaceX is heavily investing in natural gas infrastructure for its xAI data centers and Starship rocket fuel production, signaling that natural gas will remain integral to the economy during the energy transition. This trend is benefiting equipment manufacturers and engineering contractors, particularly GE Vernova and Argan, which are experiencing surging backlogs and strong order momentum.

Axe note: Natural gas remains crucial as Musk’s SpaceX ramps up AI and rocket fuel projects, signaling sustained demand for energy infrastructure.

2026-07-17 10:12 • The Motley Fool Positive Axe Cap view: Selective NBIS IONQ IONQ.WS MSFT META NVDA

The article highlights two AI moonshot stocks with significant upside potential: Nebius, a neocloud company providing AI computing infrastructure with 684% YoY revenue growth and partnerships with Microsoft and Meta, and IonQ, a quantum computing leader with industry-leading 99.99% two-qubit gate fidelity. Both companies offer massive growth opportunities but carry execution risks—Nebius must achieve profitability while scaling, and IonQ faces intense competition in the quantum computing space.

Axe note: Two cutting-edge firms promise explosive growth but don’t come without big execution challenges.

2026-07-17 10:10 • The Motley Fool Positive Axe Cap view: Selective VOO BRK.A BRK.B

An investor who placed $5,000 in the Vanguard S&P 500 ETF (VOO) when Warren Buffett recommended it in 2014 would have approximately $24,344 today, reflecting a 14.1% compound annual return. Buffett advocates for low-cost index funds as a reliable investment strategy for average investors, citing the ETF's minimal 0.03% expense ratio. The article suggests similar returns are reasonable going forward, driven by growth in AI, robotics, and other emerging technologies.

Axe note: Warren Buffett’s low-cost Vanguard S&P 500 ETF recommendation has delivered around 14% yearly returns over the past decade.

2026-07-17 10:06 • The Motley Fool Positive Axe Cap view: Selective VOO SPY

Billionaire Israel Englander of Millennium Management dramatically increased his fund's position in the Vanguard S&P 500 ETF by over 1000%, from 1,011 shares to 1,016,744 shares between December 31 and March 31. The move represents a direct bet on S&P 500 growth. Historically, the S&P 500 has delivered positive returns over every rolling 20-year period since 1900, making it a reliable long-term investment vehicle.

Axe note: A US hedge fund titan dramatically increased his stake in the S&P 500 ETF, emphasizing confidence in the US market’s long-term strength.

2026-07-17 10:03 • The Motley Fool Positive Axe Cap view: Selective PBF

PBF Energy stock rose 10.5% this week and is up nearly 125% in 2026, driven by widening crack spreads (the difference between refined product prices and crude oil prices). The increase is fueled by geopolitical tensions in the Strait of Hormuz following the collapse of a memorandum of understanding with Iran, which restricts commercial traffic and reduces global refined product supply. This benefits PBF as a U.S. refiner that can access domestic crude while profiting from higher margins on refined products.

Axe note: Geopolitical tensions tightening refined fuel supply are boosting refining profits, a trend worth watching in South Africa’s Sasol.

2026-07-17 09:30 • The Motley Fool Neutral Axe Cap view: Neutral CGC TLRY

President Trump's executive order to reschedule medical marijuana from Schedule I to Schedule III provides limited benefits to major cannabis companies. While the rescheduling eliminates IRS Section 280E tax restrictions for medical marijuana businesses, it only applies to medical products, not the larger recreational market. Canopy Growth, Tilray, and Green Thumb Industries face minimal direct impact due to their business structures and market focus, though the change creates new regulatory compliance burdens.

Axe note: The U.S. move to ease medical cannabis restrictions offers minimal change for top cannabis stocks with limited direct South African connections.

2026-07-17 09:15 • The Motley Fool Positive Axe Cap view: Selective VIG DVY TDIV META NVDA

The article recommends three dividend ETFs for long-term investors: Vanguard Dividend Appreciation ETF (VIG) with $111B in assets and a 0.04% expense ratio, iShares Select Dividend ETF (DVY) offering a 3.4% yield with defensive and value stock exposure, and First Trust NASDAQ Technology Dividend Index Fund (TDIV) focusing on tech dividend payers. S&P Dow Jones Indices forecasts 6.5% U.S. dividend growth in 2026.

Axe note: Three US dividend ETFs offer varying angles on income and growth, with clear implications for rand investors.

2026-07-17 09:10 • The Motley Fool Neutral Axe Cap view: Selective GM F FPB FPC FPD STLA

General Motors has significantly outperformed rivals Ford and Stellantis due to strong cash flow and buybacks, but faces a major challenge in China where operations have deteriorated from a profit engine to a financial liability. GM has taken $5+ billion in charges and restructuring costs since 2024, with sales declining 20% in Q2 2026. The company is attempting a turnaround with new EV strategies and export hub development, with a critical joint venture contract expiring in 2027.

Axe note: General Motors outshines rivals at home but stumbles in China with heavy losses and uncertain recovery.

2026-07-17 09:06 • The Motley Fool Neutral Axe Cap view: Selective BRK.A BRK.B

Warren Buffett, who retired as Berkshire Hathaway CEO on Dec. 31, warns that the stock market is plagued by gambling culture rather than genuine investing. He criticizes current market valuations as excessive, with the Buffett indicator hitting an all-time high of 238.5% and the S&P 500's Shiller P/E ratio near 43, indicating a lack of value in today's market.

Axe note: Warren Buffett calls out today’s frothy markets, urging caution amid record-high valuations.

2026-07-17 09:05 • The Motley Fool Positive Axe Cap view: Selective CBRS NVDA AMD AMZN

Cerebras Systems, which completed the year's biggest IPO by May with $5.5 billion raised, is expected by Wall Street to gain 47% over the next 12 months. The company designs giant AI chips that claim to surpass Nvidia's GPUs in speed, with 58 times larger size and 2,000 times more memory bandwidth. While revenue grew 92% to $193 million in the latest quarter, the stock carries risks including reliance on a small customer base and lack of profitability. The article recommends it for aggressive investors but cautions conservative investors to stick with established players like Nvidia.

Axe note: The sky-high hopes for AI chip IPO Cerebras won't directly move the JSE, but the rand’s reaction to US tech trends matters more here.

2026-07-17 09:02 • The Motley Fool Negative Axe Cap view: Bearish SPCX TSLA

SpaceX faces significant downside risks following its IPO, with analyst Geoffrey Seiler citing three major concerns: an extreme valuation of $1.7T market cap with a forward P/S multiple of 40x despite projected cash burn until 2035, CEO Elon Musk's poor track record on delivering promises (fewer than 20% delivered on schedule), and massive share dilution from 15 lockup expirations over the next year that could flood the market with over 911 million shares in the first expiration alone.

Axe note: SpaceX’s IPO risks a sharp pullback due to unrealistic valuation, delivery doubts, and impending share dilution.

2026-07-17 08:31 • The Motley Fool Positive Axe Cap view: Selective SNDK WDC

Sandisk, spun off from Western Digital in early 2025, has surged 3,748% from its 52-week low as demand for AI storage infrastructure accelerates. The company benefits from a memory supercycle driven by hyperscaler AI investments, with $42 billion in multiyear supply contracts providing revenue visibility. Despite the massive rally, analysts project significant EPS growth from $66.51 to $208.22 next fiscal year, valuing the stock at a modest 7.6x forward P/E. The author views Sandisk as a compelling long-term buy given the secular nature of AI infrastructure spending.

Axe note: Sandisk’s 3,700% jump reflects booming AI demand, but is this rally sustainable or priced for perfection?

2026-07-17 08:05 • The Motley Fool Mixed Axe Cap view: Selective MSFT AMD INTC NVDA

Microsoft and Advanced Micro Devices are positioned to outperform over the next five years as AI adoption drives data center expansion. Microsoft's stock has fallen 30% from recent highs, offering a buying opportunity with strong cloud and Copilot demand, while AMD is benefiting from growing AI inference demand and gaining server CPU market share from Intel.

Axe note: Microsoft and AMD stand out in AI-driven growth; Intel lags amidst fierce data center battles.

2026-07-17 08:03 • The Motley Fool Positive Axe Cap view: Bullish GOOG GOOGL GOOGM GOOGN ASML

Alphabet is recommended as a buy ahead of its July 22 earnings report, driven by strong performance in advertising (70% of revenue, up 15% YoY) and explosive cloud growth (60% revenue increase to $20B). The company's AI assistant Gemini has captured 27.7% market share, and AI solutions are driving cloud revenue. Trading at a reasonable 25x forward earnings, Alphabet appeals to both conservative and aggressive investors as it has strong fundamentals beyond AI while benefiting from the AI boom.

Axe note: Alphabet shows solid growth in ads and cloud, making it a tempting buy before July 22 results.

2026-07-17 07:25 • The Motley Fool Positive Axe Cap view: Selective NVDA

Nvidia's stock trades at a modest 32x P/E ratio despite 85% yearly revenue growth, potentially reflecting investor concerns about historical tech spending booms ending in busts (dot-com, Great Depression). However, the article argues Nvidia's low forward valuation of 24x and strong predicted growth through fiscal 2027 suggest the stock is insulated from such risks, even if AI spending eventually slows.

Axe note: Nvidia’s modest P/E ratio looks cheap given its stellar growth, but history makes some investors wary.

2026-07-17 07:05 • The Motley Fool Neutral Axe Cap view: Neutral TSLA

Tesla's stock has dipped below $400 ahead of July 22 earnings, prompting investors to consider whether this is a buying opportunity. While Musk's commitment to long-term vision in autonomous driving, robotics, and AI is noteworthy, the article cautions that timing purchases around earnings is risky given Tesla's premium valuation and history of missed timelines. The key question for investors is whether they're willing to hold through years of volatility for an unproven autonomous future, rather than betting on short-term earnings surprises.

Axe note: Tesla's pullback before earnings tests the patience of those betting on Musk's long game.

2026-07-17 07:00 • The Motley Fool Positive Axe Cap view: Selective RGTI RGTIW

Rigetti Computing is positioning itself as a potential winner in sovereign quantum hardware through its U.S.-based Fab-1 facility, government-linked research, and superconducting quantum platform. The company's prospects depend on whether America treats domestic quantum capability as strategic infrastructure. The stock is described as a risky but fascinating investment opportunity.

Axe note: Rigetti’s US-focused quantum hardware push may shape future tech rivalry, but local impact is distant and speculative.

2026-07-17 06:30 • The Motley Fool Negative Axe Cap view: Selective SPCX

SpaceX's stock, which recently completed its IPO at $135, could decline significantly by 2028 due to three main factors: fading post-IPO enthusiasm as investors evaluate fundamentals, substantial operating losses in its AI segment ($6.4 billion loss on $3.2 billion revenue in 2025) with unclear profitability timeline, and increasing international competition in reusable rocket technology from Japan and China that could erode its technological advantage.

Axe note: SpaceX faces headwinds that could send its stock down 30% by 2028, despite early excitement.

2026-07-17 04:25 • The Motley Fool Positive Axe Cap view: Selective NVDA GOOG GOOGL GOOGM GOOGN SPCX SKHY

SpaceX, Alphabet, and SK Hynix are significantly increasing capital expenditures on AI infrastructure, signaling strong continued demand for Nvidia's products. SpaceX is investing $30.8 billion annually in its AI segment, Alphabet committed to $180-190 billion in capex with further growth expected in 2027, and SK Hynix is investing $743 billion to expand HBM chip manufacturing capacity. These investments suggest the AI infrastructure spending boom is accelerating rather than facing a slowdown.

Axe note: Heavy AI infrastructure spending by SpaceX, Alphabet, and SK Hynix points to ongoing strong demand for Nvidia's chips.

2026-07-17 03:29 • The Motley Fool Negative Axe Cap view: Selective NFLX WBD

Netflix reported record Q2 revenue of $12.56 billion with 13% YoY growth, slightly beating analyst expectations. However, the company's forward guidance for Q3 and full-year 2026 fell short of consensus estimates, causing a 9% after-hours stock decline. While the company is expanding content offerings including sports and wrestling, investors appear hungry for more tangible growth catalysts amid intense streaming competition.

Axe note: Netflix’s strong Q2 revenue masked a cautious outlook that hit its shares hard.