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2026-07-23 15:30 • The Motley Fool Mixed Axe Cap view: Selective TSLA BYDDY

Tesla delivered 480,000+ vehicles in Q2 2026, beating Wall Street estimates by 74,000 units and posting its best Q2 in history. While European growth was strong (77% YoY), the most impressive achievement was Tesla's resilience in China with only a 2% decline amid intense competition, price wars, and reduced EV incentives. However, questions remain about the sustainability of this rebound.

Axe note: Tesla's record Q2 vehicle deliveries highlight resilience in China and robust European growth, but sustainability doubts linger.

2026-07-23 15:20 • The Motley Fool Positive Axe Cap view: Selective GOOG GOOGL GOOGM GOOGN SPCX

Alphabet reported strong Q2 results with 24% revenue growth and 82% Google Cloud growth, beating estimates across the board. However, the stock fell 7% after management raised capex guidance by $15 billion to $195-$205 billion, citing heavy infrastructure investments needed to meet AI demand. Despite concerns about cash burn, the company's $514 billion backlog and forward P/E of 21.3x suggest the spending targets confirmed demand rather than speculation, potentially presenting a buying opportunity for long-term investors.

Axe note: Despite strong growth, Alphabet’s higher spending sparked a sell-off that might offer a buying chance for patient investors.

2026-07-23 15:18 • The Motley Fool Mixed Axe Cap view: Selective CHWY WOOF

Chewy demonstrates superior growth momentum with 8% sales growth and revenue climbing to $3.3B, while Petco remains flat at $1.5B. Despite both trading at discounted valuations, Chewy's strong balance sheet, recurring Autoship revenue (84% of sales), and expansion initiatives position it as the better long-term investment compared to Petco, which carries $2.3B in debt against a $750M market cap.

Axe note: Chewy’s e-commerce momentum outpaces Petco’s stagnant sales and heavy debt burden.

2026-07-23 15:15 • The Motley Fool Positive Axe Cap view: Selective ABBV CVX PEP

The article recommends three blue-chip dividend stocks as defensive investments during market uncertainty: AbbVie, benefiting from immunology therapy success and expected 10% revenue growth in 2026; Chevron, with nearly 40 years of consecutive dividend growth and potential 10% annualized earnings growth through 2030; and PepsiCo, trading at a discount with a 4.4% dividend yield and 54-year dividend increase streak despite recent market bearishness.

Axe note: AbbVie, Chevron, and PepsiCo offer reliable income and growth despite market jitters.

2026-07-23 15:09 • The Motley Fool Positive Axe Cap view: Selective NLY NLYPF NLYPG NLYPI NLYPJ

Annaly Capital Management has exceeded its dividend payout with earnings available for distribution (EAD) for nine consecutive quarters, supporting two recent dividend increases. The mortgage REIT's 12.5%+ yield is sustainable due to its scale, diversification across Agency MBS, residential credit, and mortgage servicing rights, and strong returns on new investments ranging from 11-16% depending on asset class.

Axe note: Annaly Capital Management's consistent dividend payouts shed light on sustainable income strategies amid global rate shifts.

2026-07-23 13:34 • The Motley Fool Positive Axe Cap view: Selective PLTR

Palantir's competitive advantage lies not in building the smartest AI model, but in controlling the operating layer that connects AI models to enterprise data, workflows, permissions, and actions. This strategy could create a powerful competitive moat, though success depends on Palantir outrunning competitors and justifying its demanding valuation.

Axe note: Palantir isn't chasing the flashiest AI—it’s building the backbone that makes AI work in big companies.

2026-07-23 13:33 • The Motley Fool Negative Axe Cap view: Selective SPCX

While SpaceX's Starship development is progressing despite recent test setbacks, the company faces a significant capital challenge. Morgan Stanley analysts estimate SpaceX will need to raise approximately $700 billion over the next decade to scale its Starlink and data center businesses, with average annual cash burn of $84 billion between 2027-2034. The company is not expected to achieve positive free cash flow until 2035. Rising interest rates and competition for capital from other tech companies could force SpaceX to either issue dilutive equity, take on expensive debt, or slow growth investments—all scenarios that pose risks to shareholders.

Axe note: Massive funding needs and high cash burn could strain SpaceX, with clear implications for USD/ZAR and local tech sentiment.

2026-07-23 13:30 • The Motley Fool Positive Axe Cap view: Bullish MRVL COHR VRT NVDA

The global AI infrastructure market is projected to expand at 26.6% CAGR through 2034. Three infrastructure leaders—Marvell, Coherent, and Vertiv—are positioned to capitalize on this growth through connectivity chips, fiber-optic components, and cooling systems respectively. All three stocks show strong EBITDA growth projections and are considered reasonably valued relative to their long-term potential.

Axe note: Three infrastructure stocks stand to benefit hugely from AI’s data center boom, offering an actionable route into the AI revolution beyond pure chipmakers.

2026-07-23 13:23 • The Motley Fool Positive Axe Cap view: Selective TSM NVDA AMD QCOM AVGO

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a major beneficiary of the AI infrastructure boom, with Q2 2026 revenue up 34% YoY and raised full-year guidance to over 40% growth. Despite underperforming the semiconductor sector this year (33% vs 68%), TSMC's strong earnings growth and reasonable 25x forward earnings valuation suggest potential 67% upside to $700 by 2028 as AI infrastructure spending accelerates.

Axe note: TSMC’s strong earnings and prudent valuation spotlight it as a key player in AI’s tech supply chain.

2026-07-23 13:05 • The Motley Fool Positive Axe Cap view: Selective RCAT KTOS NOC

The global drone market is projected to double from $69 billion to $148 billion by 2036, driven by geopolitical conflicts and U.S. military investments. The Pentagon's $1.1 billion 'Unleash American Drone Dominance' program is testing commercial drone manufacturers through competitive gauntlets. Red Cat Holdings' subsidiary Teal Drones advanced to the next phase as the only publicly traded pure-play drone stock remaining, while Kratos Defense was eliminated but remains competitive through its high-end autonomous aircraft division.

Axe note: The drone market’s explosive growth offers selective opportunities in U.S. defense stocks with clear implications for rand investors.

2026-07-23 12:30 • The Motley Fool Positive Axe Cap view: Selective FDVV NVDA AAPL MSFT KO PG HD PM AVGO GOOG GOOGL GOOGM GOOGN

The Fidelity High Dividend ETF (FDVV) is highlighted as an excellent choice for building passive income, offering a 2.6% dividend yield and 13.3% annualized returns since 2016. The fund combines high-yield blue-chip stocks like Coca-Cola and Procter & Gamble with growth-oriented megacap tech holdings, while maintaining a low 0.15% expense ratio and affordable $62 share price.

Axe note: Fidelity’s High Dividend ETF offers steady income and growth but may have limited local appeal for JSE investors.

2026-07-23 12:20 • The Motley Fool Negative Axe Cap view: Selective ORCL ORCLPD AMZN MSFT GOOG GOOGL GOOGM GOOGN

Oracle's stock has plummeted over 50% from its peak as investors question the company's aggressive AI data center spending strategy. Despite strong cloud infrastructure demand and a record $638 billion in remaining performance obligations, concerns about capital expenditure returns and a credit downgrade to near-junk status have rattled the market. For long-term investors, the sell-off may present an opportunity, though near-term sentiment remains challenged.

Axe note: Oracle’s plunge reflects capital spending fears rather than cloud demand weakness, with limited South African upside.

2026-07-23 12:15 • The Motley Fool Positive Axe Cap view: Selective FBT VHT LLY JNJ ABBV

First Trust NYSE Arca Biotechnology Index Fund (FBT) offers concentrated exposure to 30 biotech stocks with 51.6% 1-year returns but higher volatility and a 0.55% expense ratio. Vanguard Health Care ETF (VHT) provides broader diversification across 400+ healthcare companies with lower costs (0.09% expense ratio) and dividend yield, making it better for long-term stability. FBT suits investors with high risk tolerance and biotech conviction, while VHT is recommended for those seeking healthcare as a portfolio stabilizer.

Axe note: Comparing focused biotech ETF FBT with Vanguard's diversified healthcare VHT for South African investors.

2026-07-23 12:15 • The Motley Fool Positive Axe Cap view: Selective QQQ NVDA AAPL MSFT

The Invesco QQQ Trust ETF has delivered exceptional returns over the past decade, generating a 558% total return that turned a $10,000 investment into nearly $66,000. This significantly outperformed the S&P 500's 305% return. The strong performance is driven by the ETF's heavy concentration in tech giants and the 'Magnificent Seven' stocks, which benefit from secular trends in AI, cloud computing, and digital services.

Axe note: QQQ's 558% return over 10 years beats the S&P 500, but what does that mean for JSE investors?

2026-07-23 11:34 • The Motley Fool Positive Axe Cap view: Selective VFH EUFN AMJB JPM JPMPC JPMPD JPMPJ JPMPK JPMPL JPMPM VYLD BRK.A BRK.B HSBC

The Vanguard Financials ETF (VFH) offers a significantly lower expense ratio of 0.09% with broad U.S. financial exposure, while the iShares MSCI Europe Financials ETF (EUFN) provides a higher 4.10% dividend yield and stronger five-year returns but charges 0.49% in fees. The choice depends on investor priorities: cost-conscious investors favor VFH, while income-seeking investors willing to accept higher concentration risk and international exposure may prefer EUFN.

Axe note: Comparing Vanguard’s low-cost U.S. financial ETF to iShares’ high-yield European counterpart through a South African lens.

2026-07-23 11:30 • The Motley Fool Neutral Axe Cap view: Neutral AAPL

Apple shares have climbed 22% in 2026 and hit record highs, driven by strong financial performance, robust iPhone 17 demand, and a measured approach to AI spending that preserves free cash flow. However, the stock's P/E ratio of 39.5 near an 18-year high suggests investors should wait for a better valuation before buying, as the elevated price adds downside risk if results disappoint.

Axe note: Strong growth, but Apple’s rich valuation suggests caution.

2026-07-23 11:25 • The Motley Fool Mixed Axe Cap view: Selective KO O

While Coca-Cola is a reliable dividend stock with 64 consecutive annual dividend hikes, its current valuation of 25 times 2026 earnings is too expensive. Realty Income, a top REIT, offers a better alternative with nearly double the dividend yield (4.98%), monthly payouts, 31 consecutive years of dividend increases, and a more reasonable valuation at less than 15 times 2026 funds from operations.

Axe note: Coca-Cola’s rich valuation dampens its allure, while some high-yield REITs show more attractive income potential.

2026-07-23 11:18 • The Motley Fool Positive Axe Cap view: Selective BE ORCL ORCLPD BAM

Bloom Energy stock surged 248% in H1 2026, driven by major contracts with Oracle (2.8 GW partnership), a $25 billion expansion with Brookfield Asset Management, and strong Q1 earnings with 130% revenue growth and 80% full-year guidance. The company is capitalizing on AI data centers' need for on-site power solutions that bypass traditional grid limitations.

Axe note: Bloom Energy’s growth on AI data center power needs highlights a global shift with local currency and energy market implications.

2026-07-23 11:15 • The Motley Fool Positive Axe Cap view: Selective TSM NVDA AVGO

Taiwan Semiconductor Manufacturing (TSMC) announced a $100 billion increase in its U.S. investment, signaling confidence in the AI semiconductor build-out and demonstrating the company's ability to expand manufacturing supply to meet growing demand from AI chip customers like Nvidia and Broadcom.

Axe note: TSMC’s $100 billion U.S. expansion signals strong AI chip demand, with mixed local implications.

2026-07-23 11:06 • The Motley Fool Positive Axe Cap view: Selective CRWD META

CrowdStrike completed a 4-for-1 stock split in July 2026, driven by strong AI-powered cybersecurity performance and high customer retention. The article suggests Meta Platforms, the only Magnificent Seven member without a stock split, is the next logical candidate for a split given its rising share price, strong operational trajectory powered by AI integration, and potential benefits for retail investor accessibility and Dow Jones inclusion.

Axe note: Meta’s impressive AI-driven growth sets it up as a prime candidate for a stock split, following CrowdStrike’s recent move.