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

2026-07-27 11:30 • The Motley Fool Positive Axe Cap view: Selective

The article recommends four stocks to buy before their upcoming earnings reports, highlighting potential catalysts that could drive stock price movements during earnings season. The video covers specific investment opportunities positioned ahead of earnings volatility.

Axe note: Some companies’ earnings can trigger sharp moves; here’s a look at four stocks worth considering ahead of their reports.

2026-07-27 11:30 • The Motley Fool Positive Axe Cap view: Selective

Taiwan Semiconductor announced a $100 billion investment in U.S. Arizona production facilities, addressing geopolitical risks from its Taiwan location and signaling strong long-term AI chip demand through 2029-2030. The company's market dominance in chip manufacturing positions it to benefit from expanding data center buildouts, with management confident in sustained AI industry growth.

Axe note: TSMC’s $100bn Arizona expansion points to durable AI demand but raises USD strength risks for the rand.

2026-07-27 11:15 • The Motley Fool Mixed Axe Cap view: Selective

Prediction markets experienced explosive growth with $113.8 billion in Q2 volume (up 48.7% from Q1), while crypto markets declined sharply with spot trading volume down 27.9% and major assets like Ethereum and Bitcoin falling 25.4% and 14.2% respectively. However, 60% of prediction market users are new to crypto, suggesting fresh capital inflows rather than pure migration from crypto. The article suggests Bitcoin and XRP are relatively insulated due to institutional holdings, while Ethereum faces pressure from speculation outflows. Hyperliquid is positioned favorably as it integrated outcome contracts to capture prediction market volume.

Axe note: Prediction markets are booming even as traditional crypto volumes shrink, with implications for select crypto assets and local investors.