Axe Capital Investments

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.

What you will find here:

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 market stories

Greg Abel Has 12.5% of Berkshire Hathaway's Portfolio in 3 Consumer Stocks. Here's My Top Pick to Buy Now.

2026-10-11 16:32 • The Motley Fool Mixed Axe Cap view: Selective

Greg Abel, Berkshire Hathaway's new CEO, oversees a $350 billion+ stock portfolio that includes three consumer stocks comprising 12.5% of holdings: Coca-Cola, Kraft Heinz, and Kroger. The article recommends Coca-Cola as the top pick due to its strong brand, consistent dividend growth (64 consecutive years), and thriving business performance, while cautioning that Kraft Heinz remains a turnaround risk and Kroger faces competitive pressures.

Axe note: Greg Abel’s big bet on Coca-Cola signals durable value, while its Berkshire siblings face tougher roads.

Qualcomm Doesn't Look Cheap Next to Its AI Chip Peers. Here's Why.

2026-10-11 16:30 • The Motley Fool Mixed Axe Cap view: Selective

Qualcomm's focus on edge AI chips for consumer devices limits its growth potential compared to Nvidia and Broadcom, which target hyperscalers spending billions on cloud AI infrastructure. Despite healthy 6% revenue and 27% EPS growth projections, Qualcomm significantly lags peers' 61-80% growth rates. Trading at 26x forward earnings versus Nvidia's 15x and Broadcom's 22x, Qualcomm appears overvalued relative to its growth prospects.

Axe note: Qualcomm’s growth lag and premium valuation make it a less compelling play than Nvidia or Broadcom, even when viewed through JSE investor lenses.

The Best Stock to Invest $10,000 In Right Now

2026-10-11 16:19 • The Motley Fool Positive Axe Cap view: Selective

Marvell Technology is presented as an attractive investment opportunity despite a 20% pullback from its 2026 high. The company is expanding its AI infrastructure portfolio through custom silicon for hyperscalers, optical connectivity via the Celestial AI acquisition, and partnerships with major companies like Alphabet. With strong data center revenue growth (46% YoY) and multiple growth drivers expected to accelerate in fiscal 2027-2028, analysts view the recent dip as a buying opportunity.

Axe note: Marvell's AI infrastructure growth offers a rare tech opportunity, with local impact via USD/ZAR and potential knock-on in SA tech-linked counters.

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What we follow

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

JSE and rand