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2026-07-16 12:31 • The Motley Fool Positive Axe Cap view: Selective DPZ

Domino's Pizza stock is trading at a forward P/E ratio of 16, well below its five-year average of 25, suggesting undervaluation. The world's largest pizza chain offers a 2.6% dividend yield (more than double the S&P 500's 1.1%) with a total shareholder yield of 6.1% when including buybacks. While growth is modest at 1% for comparable U.S. locations, the company is investing in digital sales which accounted for 85% of U.S. sales last year.

Axe note: Domino's Pizza trades cheap with strong cash returns and a modern sales model, making it worth watching ahead of earnings.

2026-07-16 12:30 • The Motley Fool Mixed Axe Cap view: Selective COIN CRCL V MA GOOG GOOGM GOOGN SHOP BLK DIVB

Coinbase joined a coalition of 140+ companies to back the new Open USD (OUSD) stablecoin, signaling a shift away from its exclusive partnership with Circle's USDC. This move is bullish for Coinbase as it diversifies stablecoin exposure and positions the company to benefit from growing stablecoin adoption, which now represents 19% of its revenue. However, it threatens Circle's business model as the new coalition will jointly manage OUSD and split reserve income.

Axe note: Coinbase’s backing of the new OUSD stablecoin signals a strategic shift that could reshape its crypto revenue and challenge Circle’s dominance.

2026-07-16 12:20 • The Motley Fool Positive Axe Cap view: Selective NVDA CBRS AMD

As AI inference becomes the next major market opportunity, three chipmakers are competing for dominance. Nvidia leverages its CUDA ecosystem and acquired Groq's LPUs for inference workloads. Cerebras offers faster wafer-scale chips but at premium costs. AMD is positioned as the strongest contender, combining inference capabilities with its MEXT acquisition for memory optimization and benefiting from agentic AI's CPU demand growth.

Axe note: Among AI chipmakers Nvidia, AMD, and Cerebras, AMD stands out for its balanced pitch and growth potential.

2026-07-16 12:16 • Investing.com Positive Axe Cap view: Selective EQT EXPE

Warren Buffett warns that attractive valuations are increasingly difficult to find as speculation overshadows long-term investing in markets near record highs. However, opportunities remain for disciplined investors. Eight US stocks that have fallen 40-48% year-to-date are identified as undervalued by 24-63% based on InvestingPro Fair Value estimates, with analyst upside projections of 23-86%, including EQT and Expedia.

Axe note: Buffett’s style still works but expect fewer bargains in frothy markets.

2026-07-16 12:15 • The Motley Fool Positive Axe Cap view: Selective ASTS T TBB TPA TPC VZ

AST SpaceMobile has secured carrier validation from AT&T, Verizon, and dozens of global partners, strengthening its satellite-to-phone business thesis. However, the stock remains high-expectation with execution risks dependent on successful launches, activation, and achieving recurring revenue.

Axe note: AST SpaceMobile's carrier validation is impressive, but South African investors should remain cautious on execution risks and limited local linkage.

2026-07-16 12:10 • The Motley Fool Positive Axe Cap view: Selective NOK NVDA

Nokia, once a smartphone maker, has rallied 130% over the past year due to its AI-RAN (artificial intelligence radio access networks) technology, which enables real-time AI inference at the edge. The company's AI and cloud segment grew 49% in Q1, and with Nvidia's $1 billion investment and backing, Nokia is positioned to capitalize on an anticipated $35 billion AI-RAN market over five years as telecom companies upgrade infrastructure.

Axe note: Nokia’s pivot to AI-powered network tech puts it in pole position for 5G and 6G upgrades.

2026-07-16 12:05 • The Motley Fool Positive Axe Cap view: Selective SPCX GS GSPA GSPC GSPD MS MSPA MSPE MSPF MSPI MSPK MSPL MSPO MSPP MSPQ

SpaceX, which recently went public, operates three segments: space launch services, Starlink connectivity, and AI infrastructure. With 2025 revenue of $18.7 billion, Wall Street analysts project revenues between $330-474 billion by 2030. Under various valuation scenarios, a $1,000 investment today could grow to $1,830-$6,555 by 2030, though success depends on execution across all segments and faces risks from competition and capital intensity.

Axe note: SpaceX’s explosive growth ambitions make for a compelling, if distant, investment story with few direct plays on the JSE.

2026-07-16 11:48 • Investing.com Mixed Axe Cap view: Selective TSM ARM ASML SMH UNH NFLX

US equity futures declined as semiconductor stocks weakened, with the Nasdaq 100 struggling near the 30K resistance level. Despite softer inflation data supporting growth assets, AI enthusiasm is cooling amid concerns about infrastructure investment returns and supply chain constraints. The Fed remains cautious despite improving inflation data, with focus shifting to retail sales and hawkish Fed speakers.

Axe note: Semiconductor stocks weigh on Nasdaq, casting shadows on JSE tech favourites like Naspers and Prosus.

2026-07-16 11:32 • The Motley Fool Positive Axe Cap view: Selective MU ASML

Micron Technology is positioned as a major beneficiary of the AI inference boom, with its stock potentially doubling due to surging demand for high-bandwidth memory (HBM). Trading at a low forward P/E ratio of 6.5x, the company benefits from supply constraints expected to persist until 2030 or beyond, with HBM prices potentially doubling next year. Long-term supply agreements covering 40% of revenue provide visibility for sustained earnings growth.

Axe note: Micron’s memory business might double, but South African investors should watch USD/ZAR and tech exposure carefully.

2026-07-16 11:32 • The Motley Fool Negative Axe Cap view: Selective SPCX TSLA PYPL

A Raymond James analyst projects SpaceX stock could reach $800 per share within 12 months, valuing the company at $8.7 trillion. However, the article argues this is unlikely given SpaceX's current financial performance: Q1 2026 showed 15% revenue growth to $4.7 billion but a $2 billion loss, with only the Starlink segment profitable at $1.2 billion operating profit. While SpaceX operates three promising business segments (space launch, satellite broadband, and AI), the company's modest growth and ongoing losses don't support such dramatic valuation increases.

Axe note: SpaceX’s lofty $8.7 trillion valuation target looks disconnected from its current financial performance.

2026-07-16 11:23 • The Motley Fool Positive Axe Cap view: Selective SKHY MU IT SNDK

SK Hynix, a major South Korean memory chip manufacturer, has listed on the Nasdaq via ADRs, making it easier for US investors to access this competitor to Micron. The company is well-positioned to capitalize on the AI-driven memory boom, with strong market share in DRAM (29%), HBM (58%), and NAND flash (18%). Analysts project SK Hynix stock could double from current levels based on expected 429% EPS growth in 2026 and attractive valuation multiples.

Axe note: SK Hynix’s Nasdaq debut gives US investors easier access to a major Micron rival set to benefit from AI-driven memory demand.

2026-07-16 11:17 • Investing.com Mixed Axe Cap view: Selective TSM SKHY ASML MU

TSMC delivered record Q2 earnings with strong revenue, margins, and Q3 guidance, yet chip stocks fell sharply. The market is shifting focus from celebrating AI demand to questioning how long chip scarcity will last, whether new capacity investments will generate adequate returns, and if hyperscalers can monetize infrastructure fast enough to justify current valuations.

Axe note: TSMC’s record earnings signal demand, yet chip stocks drop amid worries over oversupply and valuations—a story that echoes in USD/ZAR and South African tech exposure.

2026-07-16 11:12 • The Motley Fool Positive Axe Cap view: Selective MSFT AMZN GOOG GOOGL GOOGM GOOGN

Despite underperformance compared to the S&P 500 this year, three Magnificent Seven stocks—Microsoft, Amazon, and Alphabet—are considered undervalued and poised for long-term recovery. Microsoft faces cloud growth slowdown and gaming weakness but is taking corrective action. Amazon's AWS remains strong despite heavy AI infrastructure spending concerns. Alphabet's diversified businesses across search, cloud, and mobile platforms show resilience regardless of economic conditions.

Axe note: Microsoft, Amazon, and Alphabet trade below potential making them interesting for long-term investors, including those watching rand-hedge exposures.

2026-07-16 11:06 • The Motley Fool Positive Axe Cap view: Selective EPD O

The article highlights two ultra-high-yield dividend stocks as particularly safe investments among approximately 300 stocks with yields of at least 5%. Enterprise Products Partners, a midstream energy company, offers nearly 6% yield with predictable cash flows from long-term fixed-fee contracts and has raised its payout 83 times since 1998. Realty Income, a commercial REIT, pays monthly dividends, has increased its dividend for 115 consecutive quarters, maintains a 98.9% occupancy rate, and focuses on recession-resistant retail properties.

Axe note: Two US high-yield dividend stars highlight what quality income stocks should look like—lessons relevant for South African investors.

2026-07-16 10:39 • Investing.com Mixed Axe Cap view: Selective NVDA MU AVGO ASML TXN SMH

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have been unfairly sold off despite strong underlying demand and reasonable valuations. The author recommends the BlackRock Technology and Private Equity Term Trust (BTX), a closed-end fund yielding 7.4% that holds these undervalued semiconductor stocks and is trading at a 13.7% discount to NAV that is narrowing, presenting an attractive opportunity for dividend income and capital appreciation.

Axe note: Nvidia’s recent selloff makes a strong case for selective exposure via USD/ZAR and local proxies like Prosus.

2026-07-16 10:33 • The Motley Fool Positive Axe Cap view: Selective RWR GQRE WELL PLD EQIX SPG SPGPJ

RWR and GQRE are two REIT ETFs with different strengths: RWR offers lower fees (0.25% vs 0.45%) and better one-year returns (21.45% vs 12.97%), while GQRE provides higher dividend yield (4.29% vs 3.35%) and broader global diversification with 205 holdings versus RWR's 98. The choice depends on investor priorities regarding cost, income, and geographic exposure.

Axe note: Balancing cost, yield, and diversification is key when choosing between US-focused RWR and globally diversified GQRE REIT ETFs.

2026-07-16 10:30 • The Motley Fool Positive Axe Cap view: Selective MU SNDK NVDA

The article highlights three hypergrowth tech stocks positioned to deliver strong returns: Micron and Sandisk, which benefit from surging demand for memory chips in AI data centers with expected revenue growth of 81-143%, and Nvidia, which continues rapid expansion with 85% recent revenue growth and expectations near 100% next quarter, supported by increasing data center spending projected to reach $1 trillion.

Axe note: Global AI chipmakers show stunning growth, but local JSE tech exposure remains limited and risky for retail investors.

2026-07-16 10:30 • The Motley Fool Positive Axe Cap view: Selective RIVN NIO

The closure of the Strait of Hormuz since February 28 drove up crude oil prices, which paradoxically benefited EV stocks. Higher oil prices make electric vehicles more appealing to consumers seeking to escape oil price volatility. Rivian and Nio have emerged as top performers, with Rivian rising 16% since the closure due to its new R2 SUV launch, while Nio gained 4% and remains undervalued. Both companies are well-positioned for long-term growth in the expanding EV market.

Axe note: Rising oil prices due to Strait of Hormuz closure subtly lift EV stocks amid higher fuel cost concerns.

2026-07-16 10:23 • The Motley Fool Positive Axe Cap view: Selective VOO

The article highlights that many S&P 500 investors damage their long-term returns by emotionally reacting to market volatility—selling after prices drop and buying back after recovery. Studies show average investors earn less than 4% annually versus the S&P 500's 10.3%, demonstrating that staying invested and avoiding market timing is crucial for wealth building.

Axe note: Emotional reactions to dips in the S&P 500 can drastically reduce returns, a mistake South Africans should avoid amid rand volatility.

2026-07-16 10:15 • The Motley Fool Mixed Axe Cap view: Selective SPCX RKLB GOOG GOOGL GOOGM GOOGN TSLA IRDM

The article compares SpaceX and Rocket Lab as space investment opportunities. While SpaceX pursues ambitious goals including Mars colonization, AI platforms, and Starlink expansion, it faces mounting losses ($3.29 per share in Q1) and massive capital expenditures ($10 billion in Q1 alone). Rocket Lab, though unprofitable, shows stronger momentum with 64% revenue growth, 31 new launch contracts signed in Q1, and improving losses. The article concludes Rocket Lab is the better buy due to its lower valuation (P/S ratio of 66 vs. SpaceX's 94) and stronger operational trajectory.

Axe note: Rocket Lab’s faster revenue growth and improving losses make it a stronger bet than SpaceX despite the latter’s ambitious vision.