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2026-07-27 07:20 • The Motley Fool Positive Axe Cap view: Selective

Netflix stock has plummeted 41% over the past year amid concerns about declining revenue growth and a failed bid to acquire Warner Bros. Discovery. However, the article argues these concerns are overblown, highlighting Netflix's strong market position, rising operating margins (33% in Q2), growing ad revenue expected to double to $3 billion in 2026, and robust free cash flow of $12.5 billion. With a P/E ratio of 21x (lowest in four years) and 68% of analysts rating it a buy with a median price target of $94.50, the stock could return approximately 37% over the next 12 months.

Axe note: Netflix’s 41% drop looks steep, but the company's fundamentals hint the worst might be behind it.

2026-07-27 06:30 • The Motley Fool Positive Axe Cap view: Selective

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

Axe note: AMD’s strategic AI partnerships put it on a growth path that may influence tech-linked currencies like the rand.

2026-07-27 04:30 • The Motley Fool Neutral Axe Cap view: Neutral

Rigetti Computing stock has declined from $56 to $14 since October. The article analyzes three scenarios for the quantum computing company: a base case of continued milestone delivery with minimal revenue against high R&D spending, a bullish case where cloud services generate recurring revenue, and a bearish case of missed milestones and share dilution. The company has $569 million in cash, $4.4 million in Q1 revenue, and $19.9 million in R&D spending, with upcoming catalysts including a planned 1,000+ qubit U.K. system and potential $100 million in government funding.

Axe note: Rigetti Computing’s struggles highlight why speculative tech needs a cautious eye, especially from a South African perspective.