Latest Market News

2026-09-26 09:35 • The Motley Fool Negative Axe Cap view: Selective MSFT AAPL AMZN GOOG GOOGL GOOGM GOOGN META NVDA TSLA

The article examines the 'Magnificent Seven' tech stocks and identifies Microsoft as the one to avoid or sell. While Microsoft showed strong Q2 results with 43% Azure growth and $678 billion in AI backlog, the author expresses concerns about the sustainability of its AI business, declining Windows market share, weak Copilot adoption compared to competitors, and underperforming Xbox revenue. The bullish case relies heavily on uncertain AI monetization that may not materialize as expected.

Axe note: Microsoft’s AI hype feels shaky compared to its peers, prompting caution on SA-linked tech exposure.

2026-09-26 09:20 • The Motley Fool Positive Axe Cap view: Selective SCHD RDVY KO PEP META NVDA

The article compares two dividend-focused ETFs: SCHD (Schwab U.S. Dividend Equity ETF) and RDVY (First Trust Rising Dividend Achievers ETF). While SCHD offers high current dividend yield (3%) with slower-growing, established companies, RDVY has delivered superior 10-year average annual returns (15.8% vs 13.2%) by focusing on faster-growing Nasdaq-listed companies with rising dividends. The choice between them depends on investment goals: SCHD for income, RDVY for wealth growth.

Axe note: US dividend ETFs SCHD and RDVY highlight a classic trade-off between steady income and capital growth — with clear signals for South African investors.

2026-09-26 09:08 • The Motley Fool Mixed Axe Cap view: Selective RACE F FPB FPC FPD

The article argues that Ferrari is a superior long-term investment compared to Ford over the next decade. While Ford's stock gained 84% total return over 10 years, Ferrari's surged 742%. The author attributes this to Ferrari's strong economic moat, pricing power, brand prestige, and superior earnings growth (377% net income increase vs. Ford's 33% decline), making it harder to replicate Ferrari's business model than Ford's.

Axe note: Ferrari’s brand strength and earnings growth position it better than Ford for the coming decade.

2026-09-26 07:05 • The Motley Fool Mixed Axe Cap view: Selective MCD QSR

Burger King is outperforming McDonald's in the fast-food sector, with same-store sales growth of 8.5% versus McDonald's 0.8% in Q2 2026. Burger King's turnaround strategy focuses on simplifying operations and emphasizing core products like the Whopper, while McDonald's NEXT initiative adds menu complexity. The analyst recommends Restaurant Brands International stock over McDonald's, citing Burger King's more effective execution.

Axe note: Burger King's focus on simplicity is paying off as McDonald's struggles with complex menu rollouts.

2026-09-26 05:11 • The Motley Fool Neutral Axe Cap view: Selective RDDT

Reddit CEO Steve Huffman sold 17,308 shares worth approximately $2.8 million on September 15, 2026, through a pre-established Rule 10b5-1 trading plan. The sale occurred after Reddit's stock declined 39% over the past year. Despite the stock price decline, the company reported strong operational performance with $804.9 million in Q2 revenue, representing eight consecutive quarters of over 60% year-over-year growth, driven by 18% year-over-year increase in daily active users to 130.3 million.

Axe note: Strong revenue and user growth clash with 39% stock decline and insider selling.

2026-09-26 02:15 • The Motley Fool Negative Axe Cap view: Selective SPCX

SpaceX's IPO raised $75-85 billion with shares opening at $150 after a $135 IPO price, peaking at $200 before falling to $108. The stock has since recovered to around $150. However, insider lockup periods expiring through December 2026 could create downward pressure as insiders sell shares to realize gains. Short-term traders may want to exit, while long-term believers should hold.

Axe note: SpaceX’s insiders selling shares post-IPO could pressure the stock and influence USD/ZAR flows.

2026-09-26 02:07 • The Motley Fool Neutral Axe Cap view: Selective AI

C3.ai CEO Thomas Siebel sold approximately 444,000 shares worth $4.8 million on September 15-16, 2026, through a pre-established Rule 10b5-1 trading plan. The sale occurred after the stock declined 40% over the past year, though Siebel maintains millions of shares through direct and indirect holdings. Despite the stock decline during his health-related absence in 2025, the company showed signs of recovery with a 73% quarter-over-quarter increase in customer bookings after his return in June.

Axe note: CEO Thomas Siebel’s recent sale follows a 40% stock drop but doesn’t necessarily signal trouble.

2026-09-26 01:15 • The Motley Fool Positive Axe Cap view: Selective SMH NVDA TSM AMD AVGO INTC QQQ SOXX

The author recommends the VanEck Semiconductor ETF (SMH) as the single best ETF to add to a portfolio, citing the continued runway of the AI boom and strong growth prospects of its top holdings. Despite a high P/E ratio of 41, the ETF's major components like Nvidia and TSMC are expected to deliver substantial revenue growth, making it an attractive high-growth investment opportunity.

Axe note: The AI-driven chip surge is real, but South African investors must weigh growth against local currency risks.

2026-09-26 00:29 • The Motley Fool Positive Axe Cap view: Selective DASH UBER

The article explores how delivery robots could significantly reduce DoorDash's operational costs and expand their customer base. By lowering the cost to serve customers, the company may be better positioned for growth, though the article title suggests this alone may not make it an automatic buy.

Axe note: Technology driving lower costs for DoorDash in the US has limited impact on South African food delivery or relevant JSE stocks.

2026-09-26 00:28 • The Motley Fool Positive Axe Cap view: Selective IONQ IONQ.WS NVDA RGTI RGTIW QBTS

IonQ announced a major breakthrough in quantum computing that positions the company favorably for capital raising. The announcement has generated significant investor interest, with multiple related articles discussing IonQ's potential and comparing it to competitors in the quantum computing space.

Axe note: IonQ’s breakthrough in quantum computing boosts its capital prospects, but South African exposure remains limited.

2026-09-26 00:27 • The Motley Fool Positive Axe Cap view: Selective WMT AMZN

Walmart has gained significant market share against Amazon in e-commerce through strategic investments in logistics, fulfillment, and product selection. The company's performance in recent years has justified its premium valuation in the competitive online retail space.

Axe note: Walmart’s e-commerce gains highlight tactical moves South African retailers can’t ignore.

2026-09-26 00:27 • The Motley Fool Neutral Axe Cap view: Selective V MA

An analysis comparing Visa and Mastercard, two of the world's most profitable payment processing companies. The article examines which stock might be the better investment choice, with the author noting that the conclusion may be surprising to investors.

Axe note: Weighing Visa and Mastercard with an eye on South African exposure and FX signals.

2026-09-26 00:25 • The Motley Fool Neutral Axe Cap view: Neutral CRM

Salesforce stock may be worth considering as the company shows a surprising shift with accelerating revenue growth. However, investors remain concerned about potential AI disruption to its business model.

Axe note: Salesforce is growing again but AI fears cloud the outlook for this US tech giant.

2026-09-26 00:25 • The Motley Fool Positive Axe Cap view: Selective NOW CRM FIG

ServiceNow is effectively incorporating AI into its enterprise software services, with management successfully addressing investor concerns about AI integration. The company is positioned as a strong contender in the enterprise software sector.

Axe note: ServiceNow is stepping ahead in AI integration within enterprise software, but what does that mean for South African investors?