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Clear market notes built around the JSE, the rand, and what matters locally.

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

Coverage focus:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest Finance Headlines

Down 25%, Is It Finally Time to Buy Netflix (NFLX) Stock?
2026-07-28 22:15 The Motley Fool Positive Axe Cap view: Selective

Netflix stock has declined 25% in 2026 despite a 21% average annual gain over 15 years. The streaming giant maintains a strong market position with 21% U.S. market share, posted 13% revenue growth and 9% net income growth in Q2, and trades at attractive valuations (P/E ratio of 22 vs. 5-year average of 31). However, concerns include viewer loss between seasons and potential over-reliance on price increases for growth.

Axe note: Netflix’s share price is down sharply but strong earnings point to a buying window—if you believe the streaming war’s rules won’t change.

Nvidia Stock Is Trading at a Shocking Valuation. Now Is the Perfect Time to Buy
2026-07-28 21:30 The Motley Fool Positive Axe Cap view: Selective

Nvidia is trading at an attractive valuation with a trailing P/E ratio of 31.7 (lowest since 2023) and forward P/E of 23x, comparable to the S&P 500 despite growing at 85% year-over-year. With AI hyperscalers expected to increase spending in 2027 and forecasts of $1 trillion+ in data center capital expenditures, the article argues that none of this future growth is priced into the stock, making it a compelling buying opportunity.

Axe note: Nvidia’s current valuation looks cheap against its growth, but South African investors should weigh currency and sector risks before jumping in.

Why Navitas Semiconductor Stock Plummeted by 12% Today
2026-07-28 21:21 The Motley Fool Negative Axe Cap view: Selective

Navitas Semiconductor's stock fell 12% after the company reported Q2 results showing a significant year-over-year revenue decline from $14.5M to $10.5M and a major miss on adjusted net loss expectations ($0.95 per share vs. consensus estimate of -$0.04 per share). The company is pivoting toward high-power AI data center markets and provided optimistic Q3 guidance of $13-14M in revenue.

Axe note: Navitas Semiconductor tumbled 12% after missing revenue and profit forecasts despite optimistic AI-focused guidance.

Focus Areas

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

Market notes