Archive

2026-07-22 17:35 • The Motley Fool Positive Axe Cap view: Selective ZETA PLTR

Zeta Global, an AI marketing cloud platform, delivers an average 600% return on marketing spend for its customers. Despite strong fundamentals including 50% YoY revenue growth, 19 consecutive beat-and-raise quarters, and 189 super-scaled customers generating $321.3M annually, the stock is only up 8% this year. The company is expected to achieve GAAP profitability in 2026 and has a strategic partnership with Palantir that could generate over $100M in annual recurring revenue.

Axe note: Zeta Global’s powerhouse AI marketing platform delivers stellar returns, but South African investors are best off watching from the sidelines.

2026-07-22 17:29 • The Motley Fool Negative Axe Cap view: Bearish SPCX TSLA

SpaceX stock, currently trading at $118.41, faces significant downside pressure and could trade in the $50-70 range by year-end 2026, according to analyst Geoffrey Seiler. Despite Raymond James' $800 price target, the author believes Morningstar's $62 fair value estimate is more realistic. Key headwinds include upcoming lock-up expirations flooding the market with shares, an extreme valuation (1.6T market cap on <$19B revenue), and the company's expected cash burn until 2035. While strong revenue growth is projected, SpaceX remains unprofitable and will require significant capital raises.

Axe note: SpaceX’s current valuation looks stretched, with big risks from share dilution and ongoing losses likely weighing on the stock.

2026-07-22 17:25 • The Motley Fool Neutral Axe Cap view: Neutral GOOG GOOGL GOOGM GOOGN

Alphabet reports Q2 earnings after market close, with capital expenditures being the key metric investors should watch rather than revenue or earnings. The company raised 2026 capex guidance to $180-190 billion in April, requiring spending to accelerate significantly from Q1's $35.7 billion. The critical question is whether AI infrastructure spending translates into proportional growth, particularly in Google Cloud which grew 63% YoY with a $460 billion backlog. Stock reaction will depend on whether capex guidance holds steady while cloud growth continues, or if another guidance raise without matching growth signals rising AI costs.

Axe note: Alphabet’s booming cloud growth masks a critical question: can its sky-high spending deliver returns?

2026-07-22 17:15 • The Motley Fool Positive Axe Cap view: Selective IONQ IONQ.WS QNT RGTI RGTIW INFQ INFQ.WS QBTS

The article compares five quantum computing companies using different technological approaches. IonQ and Quantinuum lead in accuracy with trapped-ion technology (99.99% and 99.92% fidelity respectively). Rigetti uses faster superconducting qubits but lags in accuracy. Infleqtion pursues neutral-atom technology with moderate speed and accuracy. D-Wave focuses on quantum annealing for optimization problems and is developing superconducting qubits. The author recommends IonQ as the best single investment due to its accuracy lead and vertically integrated ecosystem approach.

Axe note: Among leading quantum companies, IonQ’s trapped-ion tech and vertical integration make it the most compelling bet despite risks.

2026-07-22 17:05 • The Motley Fool Positive Axe Cap view: Selective BN BNH BNJ ET ETPI PLD

While semiconductor stocks dominate AI investment discussions, three lesser-known companies are quietly capitalizing on the broader AI infrastructure boom. Brookfield Corporation is launching AI infrastructure funds to address capital constraints, Energy Transfer is expanding gas pipeline capacity to power data centers, and Prologis is leveraging warehouse and data center demand driven by the estimated $7 trillion in data center capex expected by 2030.

Axe note: Beyond semiconductor giants, some firms are quietly building the backbone for AI’s explosive growth.

2026-07-22 16:31 • The Motley Fool Positive Axe Cap view: Selective CVNA STLA

Carvana's acquisition of Stellantis dealerships marks a strategic pivot into physical retail and new-car sales. The partnership leverages Carvana's online platform with brick-and-mortar locations for test drives and trade-ins, while unlocking high-margin service and parts revenue. Stellantis' $70 billion turnaround plan with upcoming affordable vehicle launches makes it an ideal partner, with early results showing Carvana's Arizona dealership jumping from 30-50 monthly sales to over 700 vehicles in May.

Axe note: Carvana’s move into physical dealerships with Stellantis offers a fresh take on car retail, with potential implications for local rand volatility and SA auto sector watchers.

2026-07-22 16:27 • The Motley Fool Positive Axe Cap view: Selective EXE RRC CCJ XIFR CWEN

According to Chronometer Partners CIO Matthew Smith, natural gas will become critical to meet surging power demand from AI and other sources. U.S. natural gas exports are expected to ramp from 15 Bcf to 35 Bcf per day by 2030, with a potential 5 Bcf daily deficit emerging by 2027-2028. Smith recommends investing in natural gas producers, nuclear, and solar companies to capitalize on this emerging opportunity.

Axe note: Natural gas bottlenecks in the US highlight risks and opportunities for South African energy plays and the rand.

2026-07-22 16:26 • The Motley Fool Neutral Axe Cap view: Selective META MSFT

Meta is in talks for a $10 billion deal with Anthropic to lease cloud computing capacity, potentially positioning itself as a fourth major cloud provider. The company plans to spend $125-145 billion on capex in 2026 for AI development. Meta trades at a P/E ratio of 23 (lowest among Magnificent Seven stocks) with 33% YoY revenue growth, but investors remain uncertain about long-term growth prospects beyond digital advertising, which accounts for 98% of revenue.

Axe note: Meta aims to become a major cloud player with a huge Anthropic deal, but risks remain for local investors.

2026-07-22 16:20 • The Motley Fool Mixed Axe Cap view: Selective ASTS RDW

Both AST SpaceMobile and Redwire have fallen over 50% from recent highs in the space sector downturn. AST SpaceMobile aims to build satellite internet with direct-to-device capabilities but faces significant cash burn ($1.37B negative free cash flow), launch delays, and SpaceX competition. Redwire operates diversified space and defense systems with improving financials, strong backlog ($498M), and better margins. Redwire trades at a more reasonable valuation (P/S of 3.5 vs. AST's 187) and is identified as the better investment choice.

Axe note: Between AST SpaceMobile and Redwire, Redwire's financial track record and backlog make it a more grounded investment despite the hype around satellite internet.

2026-07-22 16:19 • The Motley Fool Mixed Axe Cap view: Selective GOOG GOOGL GOOGM GOOGN MSFT AMZN META TSLA SMCI SMCIP

Markets showed mixed performance on July 22, 2026, with tech stocks under pressure amid concerns about massive AI infrastructure spending. Oil prices surged above $86/barrel due to Middle East tensions, fueling inflation worries. Goldman Sachs highlighted $489 billion in AI-related debt issuance this year, with hyperscalers accounting for 40%. Investors await Alphabet and Tesla earnings after hours to assess whether intensive AI spending is translating to revenue growth.

Axe note: Heavy AI infrastructure costs weigh on US tech, while rising oil prices fuel rand volatility.

2026-07-22 16:10 • The Motley Fool Positive Axe Cap view: Selective NVDA MSFT META

The article highlights Nvidia and Microsoft as attractive discount opportunities among the "Magnificent Seven" tech stocks. Nvidia dominates the AI chip market with strong revenue growth and high profitability, while Microsoft benefits from AI integration into its software suite and cloud business. Both stocks are trading at lower valuations after recent momentum loss, presenting buying opportunities as the long-term AI story remains intact.

Axe note: Nvidia and Microsoft trade cheaper after recent cooling, opening buying opportunities on sustained AI-driven growth.

2026-07-22 16:08 • The Motley Fool Positive Axe Cap view: Selective ONDS

Ondas Holdings, a defense contractor specializing in military drones and counter-drone technology, saw its stock surge 9.79% after announcing $70 million in new orders over four weeks for unmanned systems, border security, and surveillance equipment. However, despite strong order growth (10x Q2 2025 sales), the company remains unprofitable and is not expected to achieve consistent profitability and positive cash flow until 2029.

Axe note: Ondas stock surged 9.79% on massive new orders, but the company is still far from making sustainable profits.

2026-07-22 16:07 • The Motley Fool Positive Axe Cap view: Neutral OKLO

Oklo stock surged on two major developments: the Trump administration's $200 million Department of Energy initiative to power AI data centers with advanced nuclear reactors, and approval of a landmark 30-year nuclear power agreement with Saudi Arabia valued at tens of billions of dollars. While these represent significant growth opportunities for U.S. nuclear companies, analysts caution that no concrete orders have been announced yet and the stock remains speculative.

Axe note: Oklo’s stock jumped on US nuclear energy initiatives, but local impact remains distant and speculative.

2026-07-22 16:05 • The Motley Fool Neutral Axe Cap view: Neutral ZM

Zoom CEO Eric Yuan sold 57,824 shares worth $5.3 million on July 13-14, 2026, reducing his Class A holdings by 72%. The sale was executed under a pre-scheduled Rule 10b5-1 trading plan adopted in June 2025, suggesting routine portfolio management rather than a bearish signal. Yuan retains 41.4 million derivative securities, indicating continued significant ownership.

Axe note: Zoom’s CEO sold a large chunk of shares under a pre-set plan, signalling portfolio rebalancing rather than panic.

2026-07-22 16:04 • The Motley Fool Neutral Axe Cap view: Selective MU

Micron Technology's stock has declined over 20% from its all-time high of $1,255, entering a bear market. With the lower stock price, a stock split in 2026 appears unlikely as management may want to avoid additional volatility. Despite the sharp decline, the company's long-term outlook remains positive due to strong AI data center demand and 16 strategic customer agreements worth approximately $100 billion in cumulative revenue.

Axe note: Micron’s stock drop cuts momentum, but AI demand keeps long-term prospects intact.

2026-07-22 15:23 • The Motley Fool Positive Axe Cap view: Selective PFE KO BEPC LLY NVO MRK

The article recommends three dividend stocks suitable for long-term buy-and-hold investors: Pfizer, which is developing new blockbuster drugs and entering the obesity drug market; Coca-Cola, with 64 years of consecutive dividend increases and a resilient business model; and Brookfield Renewable, which offers recurring income from renewable energy assets with 5-9% annual dividend growth targets.

Axe note: Reliable dividend payers with growth potential can anchor your portfolio for income and stability.

2026-07-22 15:15 • The Motley Fool Neutral Axe Cap view: Selective TSLA

Tesla delivered 480,126 vehicles in Q2 2026, beating Wall Street's consensus estimate of ~406,000 by nearly 74,000 units and representing a 25% year-over-year increase. However, the article argues that this success was driven more by external factors—including recovery from 2025 political backlash, increased EV adoption due to higher gas prices from Middle East geopolitical conflict, and increased competition—rather than CEO Elon Musk's direct operational decisions. Despite strong delivery numbers, Tesla's stock fell after the announcement, with investors focused on upcoming earnings and concerns about Musk's shift toward AI, automation, and humanoid robots requiring significant capital spending.

Axe note: Tesla’s large Q2 delivery surprise reflects external drivers more than sustainable growth.

2026-07-22 15:10 • The Motley Fool Positive Axe Cap view: Selective SPCX GOOG GOOGL GOOGM GOOGN QQQ

SpaceX was added to the Nasdaq-100 on July 7, 2026, and initially dropped 17% in its first 10 days, following historical patterns where most new index additions decline in their first week. However, historical data shows stocks added to the Nasdaq-100 typically gain 3.6% after one month and 6.3% after three months. SpaceX's long-term prospects depend on capturing its $26.5 trillion addressable market in AI infrastructure, with potential revenue from computing capacity deals with Alphabet, Anthropic, and the Department of Defense, though the company faces significant capital expenditure requirements and already substantial losses.

Axe note: New Nasdaq-100 entrants like SpaceX often stumble early but can rebound; South African investors should weigh currency risks.

2026-07-22 14:33 • The Motley Fool Positive Axe Cap view: Selective AMD MSFT META

AMD has secured Microsoft as a major customer for its Helios rack-scale server platform, with deployment beginning in the second half of 2026. This partnership, following Meta's earlier adoption, positions AMD to capture significant share in the rapidly growing AI server market expected to reach $838 billion by 2030. The news could drive stronger-than-expected Q2 earnings results on Aug. 4.

Axe note: AMD’s Microsoft partnership could reshape the AI server race and shake up the USD/ZAR and local tech-linked stocks.

2026-07-22 14:30 • The Motley Fool Positive Axe Cap view: Selective VTI VOO VTWO

The author recommends the Vanguard Total Stock Market ETF (VTI) as the single best ETF to own, citing its diversification across 3,500 U.S. stocks, ultra-low 0.03% expense ratio, and inclusion of mid-cap and small-cap stocks. VTI is preferred over the S&P 500 ETF (VOO) due to better diversification beyond large-caps. With small-cap earnings expected to grow 18% in both 2026 and 2027, VTI is positioned to outperform in the near and long term.

Axe note: VTI offers broad U.S. market exposure that South African investors might find hard to replicate locally.