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2026-07-22 14:29 • The Motley Fool Negative Axe Cap view: Selective PEGA IBM

Pegasystems stock fell 13.38% after missing Q2 earnings estimates on both revenue ($420.7M vs. $426.6M expected) and EPS ($0.35 vs. $0.43 expected). The company attributed the slowdown to customers delaying purchases in favor of AI-native tools. This marks the second consecutive quarter of missed estimates, reflecting broader headwinds in enterprise automation software.

Axe note: Pegasystems' recent earnings miss highlights growing challenges from AI-native rivals in automation software.

2026-07-22 14:15 • The Motley Fool Positive Axe Cap view: Selective CVX

The article recommends three energy sector dividend stocks for long-term investors: Chevron (39 consecutive years of dividend increases), ExxonMobil (largest U.S. oil producer with strong total returns), and Enbridge (Canadian midstream company with 31 consecutive years of dividend increases). All three offer stable, consistent dividends despite sector cyclicality.

Axe note: Chevron’s dividend streak highlights what to seek in steady income stocks across sectors, including South Africa’s energy plays.

2026-07-22 14:05 • The Motley Fool Negative Axe Cap view: Selective SPCX GOOG GOOGL GOOGM GOOGN

SpaceX stock has plummeted 45% from its post-IPO peak despite strong fundamentals in satellite internet and AI infrastructure. While the company's Q2 earnings report on Aug. 4 may show impressive growth from new AI deals worth billions monthly, the stock remains heavily overvalued with a P/S ratio of 83.7—13 times higher than the Nasdaq-100. Analysts recommend a long-term investment horizon of at least five years rather than expecting an immediate recovery from the earnings report.

Axe note: SpaceX's eye-watering valuation and recent stock slide suggest caution despite strong AI and satellite prospects.

2026-07-22 12:30 • The Motley Fool Mixed Axe Cap view: Selective TSM NVDA AMZN SHOP

TSMC reported blockbuster Q2 earnings with 34% YoY revenue growth and raised capex guidance to $60-64 billion, yet its stock fell 5% post-earnings. The market is concerned about being at the peak of the AI spending cycle. While both TSMC and Nvidia have proven resilience through market cycles, investors should prepare for potential dips as the market questions whether current growth can be sustained.

Axe note: TSMC’s strong results came with a caution that the AI investment peak might be near, challenging Nvidia’s rally and offering lessons for rand investors.

2026-07-22 12:25 • The Motley Fool Positive Axe Cap view: Neutral BBY

Richard Schulze, founder and Chairman Emeritus of Best Buy, sold 900,000 shares worth approximately $74 million on July 13-14, 2026, through a pre-established Rule 10b5-1 plan. Despite the sale, Schulze retained over 11.6 million shares (6% of outstanding shares), suggesting continued confidence in the company. The sale occurred as Best Buy shares were rising, with the stock hitting a 52-week high of $87.35 shortly after. The company's strong fiscal Q1 performance, with revenue up to $8.9 billion and diluted EPS jumping to $1.31, supports the positive momentum.

Axe note: Best Buy's founder sold $74 million in shares under a pre-set plan, signaling prudent profit-taking rather than loss of faith.

2026-07-22 12:24 • The Motley Fool Negative Axe Cap view: Selective CRWV

CoreWeave's CFO Nitin Agrawal sold 65,055 shares worth $5.5 million on July 13, 2026, reducing his direct holdings by 34% through a prearranged Rule 10b5-1 plan. While the sale was non-discretionary, the significant reduction in insider ownership raises concerns for investors, particularly given the stock's 50% decline from its 52-week high and the company's mounting debt burden exceeding $25 billion.

Axe note: A significant insider sale at AI infrastructure firm CoreWeave raises red flags amid heavy debt and share price weakness.

2026-07-22 12:15 • The Motley Fool Negative Axe Cap view: Selective PEP

U.S. inflation cooled in June with headline CPI down 0.4% month-over-month, the largest decline since April 2020, primarily due to falling energy prices. While this reduces pressure on consumers and lowers Fed rate hike expectations, the ceasefire between the U.S. and Iran that drove oil prices down collapsed in early July, causing crude prices to spike back to around $88 per barrel, threatening renewed inflationary pressures.

Axe note: June’s CPI drop eases pressure, but oil volatility keeps rand and energy stocks on edge.

2026-07-22 11:15 • The Motley Fool Positive Axe Cap view: Selective NVDA

China's Moonshot released its Kimi 3 AI model, which triggered a sell-off in Nvidia and AI semiconductor stocks due to concerns about efficiency and reduced chip demand. However, the article argues this is a buying opportunity, as Kimi 3's distributed architecture with 2.8 trillion parameters and mixture-of-experts design actually requires high-end Nvidia GPUs and NVLink networking to run efficiently, similar to how previous efficiency innovations (DeepSeek, TurboQuant) ultimately accelerated AI adoption rather than reducing hardware demand.

Axe note: Despite initial jitters, China's new AI model could increase demand for Nvidia chips, with knock-on effects for SA tech counters.

2026-07-22 11:15 • The Motley Fool Positive Axe Cap view: Selective OKLO

Oklo aims to supply reliable nuclear power to expanding AI data centers, positioning itself as a potential major beneficiary of the AI power boom. The company's pipeline, balance sheet, and influential relationships offer meaningful upside, but it faces significant risks including fuel sourcing, licensing, construction challenges, and valuation concerns before proving its business model.

Axe note: Oklo’s nuclear ambitions tie into the AI-driven power surge, but South African investors should temper expectations.

2026-07-22 11:06 • The Motley Fool Negative Axe Cap view: Selective SPCX

Despite Elon Musk's claim that SpaceX will be worth more than Earth, the bond market is sending a warning signal. Since SpaceX's $25 billion debt issuance in June 2026, bond prices have declined significantly, with yields rising above 7% for longer-dated maturities. This suggests bond traders lack confidence in SpaceX's ability to meet debt obligations, given the company's lack of recurring profits and capital-intensive, delay-prone operations in xAI and space infrastructure.

Axe note: SpaceX's soaring valuation faces real doubts as bond yields spike, highlighting risks beyond Elon Musk’s grand claims.

2026-07-22 10:30 • The Motley Fool Positive Axe Cap view: Selective AMZN

Amazon shares have climbed 9% in 2026 but pulled back 8% from their May peak, presenting a potential buying opportunity ahead of the company's Q2 earnings report on July 30. The article argues that long-term investors should focus on Amazon's strong fundamentals—including its dominant position in e-commerce, AWS cloud computing leadership, and growing digital advertising segment—rather than making decisions based on a single quarter's results.

Axe note: Amazon’s recent pullback after solid gains hints at value, but local investors should tread carefully.

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

Costco shares hit an all-time high of $1,094.32 in May but have fallen 14% since then. The stock would need to rise 17% to reach $1,100. While the company has strong fundamentals and a 126% trailing five-year return, its high valuation (P/E ratio of 47.2) suggests investors should wait for a pullback before buying.

Axe note: Costco’s share price has corrected but remains expensive, making patience a virtue for new investors.

2026-07-22 10:15 • The Motley Fool Positive Axe Cap view: Selective AMJB JPM JPMPC JPMPD JPMPJ JPMPK JPMPL JPMPM VYLD BAC BACPB BACPE BACPK BACPL BACPM BACPN BACPO BACPP BACPQ BACPS BMLPG BMLPH BMLPJ BMLPL MERPK MS MSPA MSPE MSPF MSPI MSPK MSPL MSPO MSPP MSPQ

Major banks JPMorgan Chase and Bank of America reported strong Q2 earnings, revealing resilient consumer spending across all income segments. Credit metrics improved significantly, with lower charge-off rates and increased debit/credit card volumes. Banks attribute strength to a stable labor market with ~4.2% unemployment and higher tax refunds, though executives acknowledge some lower-income consumers still face wage stagnation amid inflation.

Axe note: Strong US bank results suggest consumer resilience but the rand's reaction remains key for SA markets.

2026-07-22 10:10 • The Motley Fool Neutral Axe Cap view: Selective SPCX TSLA AMZN MSFT

SpaceX will hold its first earnings call as a public company on August 4, 2026, as the stock has fallen 40% from its post-IPO peak. The company's path to profitability depends heavily on scaling Starlink, while ambitious AI compute satellite and space infrastructure projects remain years away from profitability. Investors should watch for updates on these initiatives and potential merger speculation with Tesla.

Axe note: SpaceX’s first earnings call highlights its struggles to make Starlink profitable, signaling caution for investors eyeing tech plays via the USD/ZAR.

2026-07-22 10:05 • The Motley Fool Positive Axe Cap view: Selective META AMZN MSFT GOOG GOOGL GOOGM GOOGN NVDA

Meta Platforms is expected to announce a cloud computing business during its Q2 earnings on July 29. If CEO Mark Zuckerberg confirms the launch, the stock could surge as it would justify the company's massive AI infrastructure spending and create a lucrative new revenue stream. However, if the announcement doesn't happen, the stock could sell off as the market has already priced in this expectation.

Axe note: Meta's potential launch of a cloud business could reshape its outlook, with meaningful local currency implications.

2026-07-22 09:30 • The Motley Fool Positive Axe Cap view: Selective CRSP ARKK ARKG NVS BMY CELGR GILD

Cathie Wood's Ark Investment Management holds $362 million in CRISPR Therapeutics across two ETFs. While known for gene-editing work like the FDA-approved Casgevy, the company is quietly developing CAR T-cell therapies that could address a market projected to exceed $60 billion annually by 2034. CRISPR's off-the-shelf CAR T approach using donor cells could reduce costs compared to patient-specific treatments, positioning it competitively despite being in early trial stages.

Axe note: Ark’s sizable investment in CRISPR Therapeutics highlights a gene therapy play that could grow faster than many expect, even from South Africa.

2026-07-22 09:06 • The Motley Fool Negative Axe Cap view: Bearish IONQ IONQ.WS RGTI RGTIW QBTS

Despite massive gains in quantum computing stocks IonQ, Rigetti, and D-Wave since mid-2024, insiders at these companies have collectively sold over $988 million in stock over the past five years with minimal insider buying. The article warns that extreme valuations (P/S ratios of 60-459) and lack of insider confidence suggest caution, as broad-based adoption remains years away and historical tech bubbles typically precede major corrections.

Axe note: Quantum computing stocks are surging, but heavy insider sales warn of a bubble about to burst.

2026-07-22 09:05 • The Motley Fool Positive Axe Cap view: Selective KO BRK.A BRK.B AXP KHC

Berkshire Hathaway's 38-year investment in Coca-Cola continues to be exceptionally lucrative, generating $816 million in annual dividends on a $1.299 billion cost basis. With a 2.6% dividend yield and 65 consecutive years of dividend increases, the investment returns over 60% of its original cost annually, making it an easy hold for new CEO Greg Abel.

Axe note: Berkshire Hathaway’s decades-long Coca-Cola stake highlights the power of steady dividend growth, a lesson for JSE investors.

2026-07-22 08:31 • The Motley Fool Positive Axe Cap view: Selective AMJB JPM JPMPC JPMPD JPMPJ JPMPK JPMPL JPMPM VYLD SCBFY

The crypto industry has spent $189 million lobbying for the Clarity Act, which would grant the CFTC exclusive jurisdiction over digital asset spot markets and codify Bitcoin, Ethereum, and XRP as commodities. However, prediction markets give the bill only a 31% chance of passing by year-end due to Democratic demands for ethics language and unresolved stablecoin yield questions. XRP has the most to gain from passage, while Bitcoin has the least.

Axe note: The crypto industry’s $189 million push for US regulatory clarity signals opportunities, but South African investors should remain cautious.

2026-07-22 08:15 • The Motley Fool Positive Axe Cap view: Bullish O WMT FDX WYNN

Realty Income (O) is presented as an attractive long-term dividend investment with a wide competitive moat. The REIT owns nearly 15,600 single-tenant, net-leased properties rented to major companies like Walmart and FedEx. It offers a 4.9% dividend yield with consistent monthly payouts and annual increases since 1994. Despite rising interest rates dampening stock price growth, the company has successfully expanded its portfolio through acquisitions, suggesting strong fundamentals and potential for future stock price recovery.

Axe note: A blue-chip REIT with steady income and growing property portfolio deserves a closer look from dividend hunters.