Archive

2026-07-23 23:05 • The Motley Fool Positive Axe Cap view: Selective ENB ET ETPI META ORCL ORCLPD

Enbridge and Energy Transfer both offer dividend yields above 5%, but the article recommends Enbridge for passive income investors despite Energy Transfer's higher 6.6% yield. Enbridge's 70+ years of consistent dividend payments and 31 consecutive years of dividend increases make it more reliable for long-term passive income, even though it yields 5%.

Axe note: Enbridge’s long dividend track record outshines Energy Transfer’s higher yield for dependable income.

2026-07-23 21:29 • The Motley Fool Positive Axe Cap view: Selective CLF NUE STLD

Cleveland-Cliffs stock surged 15.98% on strong quarterly results and upbeat guidance, driven by robust steel demand and pricing. The company's adjusted EBITDA jumped from $95 million in Q1 to $286 million in Q2, with expectations to reach approximately $575 million in Q3. The broader steel sector is thriving, with peers Nucor and Steel Dynamics also posting strong results.

Axe note: Strong earnings and outlooks from US steelmakers signal a bullish steel cycle that could benefit select JSE miners.

2026-07-23 21:21 • The Motley Fool Positive Axe Cap view: Selective NVDA AAPL GOOG GOOGL GOOGM GOOGN AMD AVGO

Nvidia's stock has underperformed the S&P 500 in 2026 despite strong business results, causing its valuation to reach its lowest point since 2019 at a P/E ratio of 31. The article argues this makes Nvidia an attractive buy given Wall Street expects 82% revenue growth this fiscal year and 42% next year, with the AI infrastructure build-out still gaining momentum. Nvidia trades at cheaper valuations than many peers while delivering superior growth rates.

Axe note: Nvidia’s rare cheapness in 2026 offers local investors a chance to play global AI growth through USD/ZAR and selective tech exposure.

2026-07-23 21:10 • The Motley Fool Mixed Axe Cap view: Selective TSLA GOOG GOOGL GOOGM GOOGN INTC EQPT

Major technology stocks declined sharply on July 23, 2026, as investors grew concerned about massive AI infrastructure spending without clear returns. Tesla fell 15% and Alphabet dropped 7% following earnings reports. The Nasdaq Composite fell 2.15%, S&P 500 lost 1.21%, and the Dow declined 0.97%. Rising oil prices and Treasury yields added to the risk-off sentiment, while industrials and healthcare showed relative strength.

Axe note: Heavy AI spending shadows Tesla and Alphabet earnings, dragging tech stocks lower and influencing local market sentiment.

2026-07-23 21:08 • The Motley Fool Positive Axe Cap view: Neutral PL

Planet Labs director John Raymond sold 6,494 shares worth ~$169,883 on July 13, 2026, reducing his holdings by 13%. The sale was executed under a pre-established Rule 10b5-1 plan, indicating it was non-discretionary and not a sign of concern. The stock had surged 323% over the preceding 12 months but has since declined from its May peak of $51.76 following the SpaceX IPO.

Axe note: A director’s planned sale during a huge rally doesn’t mean the party’s over, but watch the recent pullback.

2026-07-23 21:05 • The Motley Fool Neutral Axe Cap view: Selective SPCX

SpaceX stock is analyzed for three-year returns with three scenarios: conservative (20% growth) yielding $410, base case (35% growth) yielding $875, and bullish (50% growth) yielding $1,600. While Starlink shows strong growth with 10.3M subscribers and Starship presents upside potential, the company's premium valuation leaves little room for execution delays or slower growth.

Axe note: SpaceX’s rapid Starlink subscriber growth is impressive, but its high valuation leaves little room for error over the next three years.

2026-07-23 20:26 • The Motley Fool Positive Axe Cap view: Selective IGIB MUB

The article compares two iShares bond ETFs: IGIB (corporate bonds) offers a higher 4.90% yield but is fully taxable, while MUB (municipal bonds) provides a 3.20% yield with federal tax exemption. For high-bracket taxpayers in taxable accounts, MUB's after-tax returns can match or exceed IGIB's despite the lower stated yield. MUB also demonstrates lower volatility and shallower drawdowns, making it more stable during market stress. IGIB is better suited for lower-bracket investors or those in retirement accounts.

Axe note: Evaluating US bond ETFs through the lens of South African investors and the rand.

2026-07-23 20:24 • The Motley Fool Positive Axe Cap view: Selective TSM NVDA

The article compares Taiwan Semiconductor Manufacturing (TSMC) and Nvidia as semiconductor investments. TSMC offers a more diversified customer base with 66% of Q2 revenue from data center chips, while Nvidia is heavily concentrated in AI/data center with 82% expected growth versus TSMC's 42%. The author recommends Nvidia as the better single buy due to superior growth prospects, but suggests owning both stocks as TSMC serves as a hedge against Nvidia losing market share to competitors.

Axe note: Nvidia’s fast growth appeals, but TSMC offers steady diversification worth considering.

2026-07-23 20:18 • The Motley Fool Neutral Axe Cap view: Neutral SPCX GOOG GOOGL GOOGM GOOGN

SpaceX is scheduled to release its first quarterly earnings report on August 4, 2026, following its record-breaking IPO in June. While the company's Starlink business shows strong 50% year-over-year growth, SpaceX continues to operate at a loss due to massive capital expenditures on Starship, AI data centers, and orbital compute projects. The article predicts that the earnings report itself will have minimal impact on the stock price, but rather the real pressure will come from the unlocking of 4.6 billion insider shares throughout 2026, which could create significant selling pressure and cause the stock to decline despite solid business fundamentals.

Axe note: SpaceX shows strong growth but faces heavy insider selling risks post-IPO.

2026-07-23 20:10 • The Motley Fool Positive Axe Cap view: Selective SPLB VGLT

State Street's SPLB and Vanguard's VGLT offer different approaches to long-term bond investing. SPLB provides higher yields (5.5%) through corporate bonds but carries credit risk, while VGLT offers safer Treasury bonds with a lower expense ratio (0.03%) but lower yields (4.7%). SPLB has shown better 5-year returns and lower drawdowns, making it suitable for income-focused investors, while VGLT serves as a defensive safe-haven option.

Axe note: Weighing State Street’s SPLB against Vanguard’s VGLT from a South African perspective.

2026-07-23 20:05 • The Motley Fool Neutral Axe Cap view: Neutral ACHR ACHR.WS

Archer Aviation, trading near $5 per share, has unveiled an autonomous VTOL aircraft called 'Thunder' in partnership with defense company Anduril, potentially opening a faster revenue stream than its civilian eVTOL 'Midnight.' However, the company still lacks FAA certification for its passenger air taxi, has missed certification timelines multiple times, and aims for 2028 Olympics deployment. While the military partnership offers promise, Archer remains a speculative investment with unproven manufacturing capabilities and continued cash burn.

Axe note: Archer Aviation’s futuristic flying taxis remain speculative with no clear path to South African investment relevance yet.

2026-07-23 20:00 • The Motley Fool Positive Axe Cap view: Selective IMAX

IMAX stock surged 11.88% after beating earnings expectations with adjusted earnings of $0.43 per share versus Wall Street's estimate of $0.27. The success of Christopher Nolan's 'The Odyssey,' the first full-length film shot entirely with IMAX cameras, which generated a record $52 million opening weekend, is driving momentum. The company installed 38 systems in Q2 (fastest pace in a decade) and has a backlog of 421 systems, with upcoming blockbusters like 'Dune: Part Three' expected to further accelerate growth.

Axe note: IMAX beats earnings on blockbuster film success and rapid system growth, hinting at a turnaround in cinema demand.

2026-07-23 19:36 • The Motley Fool Positive Axe Cap view: Selective VOO

S&P 500 ETFs can lose value during market crashes, but they remain suitable long-term investments for investors with years until retirement. The funds offer broad diversification across 500 large U.S. companies and historically recover from downturns. Success depends on an investor's ability to hold through volatility rather than panic-selling.

Axe note: S&P 500 ETFs dip in crashes but may still suit patient investors with a local currency lens.

2026-07-23 19:30 • The Motley Fool Positive Axe Cap view: Selective IXJ BBH LLY JNJ ABBV AMGN GILD VRTX

The article compares two healthcare-focused ETFs: iShares Global Healthcare ETF (IXJ) with 110 holdings offering global diversification and lower volatility, versus VanEck Biotech ETF (BBH) with 25 concentrated biotech positions delivering higher short-term returns but greater drawdown risk. IXJ is recommended for its superior long-term performance, geographic diversity, and stability despite BBH's impressive 30.8% one-year return.

Axe note: Between iShares Global Healthcare (IXJ) and VanEck Biotech (BBH), IXJ offers steadier, long-term gains suited for SA investors wary of volatility.

2026-07-23 19:30 • The Motley Fool Positive Axe Cap view: Selective AAPL AXP KO GOOG GOOGL GOOGM GOOGN CVX

Berkshire Hathaway's portfolio is heavily concentrated in five Dow Jones stocks: Apple, American Express, Coca-Cola, Alphabet, and Chevron. The article highlights Apple as the top pick, noting its patient AI strategy and potential to monetize AI through its hardware ecosystem and cloud services, while the stock has risen 21% this year.

Axe note: Berkshire Hathaway’s big bet on five Dow stocks singles out Apple for its unique AI edge.

2026-07-23 19:25 • The Motley Fool Positive Axe Cap view: Selective IEI IGIB

The article compares two iShares bond ETFs: IEI (Treasury-focused) and IGIB (Corporate bonds). IGIB offers lower fees (0.04% vs 0.15%) and higher yields (4.90% vs 3.70%), but carries greater volatility with a 20.60% maximum drawdown over five years. IEI provides more stability and true equity diversification with only a 13.90% drawdown. The choice depends on investor priorities: IEI for stability and risk reduction, IGIB for income and cost efficiency.

Axe note: Choosing between Treasury and Corporate bond ETFs hinges on your income needs and risk appetite, especially for rand-based portfolios.

2026-07-23 19:21 • The Motley Fool Positive Axe Cap view: Selective NUE EMBJ

The Trump administration imposed a 25% Section 301 tariff on Brazilian imports effective July 22, 2026, citing unfair trade practices. While key products like coffee, beef, and aerospace components are exempt, the tariffs could benefit domestic steel producers like Nucor by reducing import competition, while Embraer's aerospace exemption shields it from direct impact, though broader trade tensions pose future risks.

Axe note: Trump’s 25% tariff on Brazilian goods won’t hit aerospace but shakes up steel markets, with some lessons for South Africa.

2026-07-23 19:18 • The Motley Fool Positive Axe Cap view: Selective NVDA MRVL

Nvidia and Marvell Technology have both experienced consistent quarter-over-quarter revenue growth driven by AI sector demand. Nvidia's revenue reached $81.6 billion in Q2 2026, demonstrating its dominance in AI semiconductors with a 34x revenue gap over Marvell's $2.4 billion. While Nvidia shows accelerating expansion, Marvell functions as an AI infrastructure 'picks and shovels' player with steady growth, recently added to the S&P 500.

Axe note: AI semiconductor giants Nvidia and Marvell illustrate contrasting growth styles that matter for local currency and select stocks.

2026-07-23 19:14 • The Motley Fool Negative Axe Cap view: Selective RIVN LCID TSLA

Rivian announced a 75 million share offering at $15.50 per share to raise approximately $1.2 billion for AI technology investments and R2 production scaling. While this dilutes existing shareholders by ~6%, the author argues it's a reasonable trade-off to fund critical autonomous driving capabilities needed for long-term competitiveness, similar to Lucid's strategy but with better non-dilutive financing options available.

Axe note: Rivian’s recent share offering dilutes investors but funds key AI and production growth, a trade-off that South African investors should watch closely.

2026-07-23 19:03 • The Motley Fool Positive Axe Cap view: Selective VOO RSP VXUS

Despite concerns about market valuations after recent strong gains, the article argues that long-term investors should still consider investing in the S&P 500 ETF. While a market correction is possible, history shows the market always recovers over time, and attempting to time the market is difficult. The article also presents alternative investment options for those with different risk preferences.

Axe note: Despite recent US market strength, history favours steady exposure to the S&P 500, even from a South African perspective.