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

2026-07-28 01:20 • The Motley Fool Positive Axe Cap view: Selective

D-Wave Quantum's stock surged 20.20% after expanding its partnership with AT&T. Early tests showed D-Wave's quantum technology reduced AT&T's network optimization process runtime from one hour to under 15 seconds. AT&T plans to expand the technology to outage detection, network planning, and traffic management. Benchmark analyst Gary Mobley maintains a buy rating with a $30 price target, representing over 50% upside.

Axe note: D-Wave Quantum’s big jump after AT&T partnership highlights tech’s real-world promise, but South African investors should stay measured.

2026-07-28 01:15 • The Motley Fool Positive Axe Cap view: Selective

Insurance companies can be powerful long-term compounders due to their ability to invest the float—premiums collected before claims are paid out. Different insurers take varying approaches: aggressive investors like Berkshire Hathaway invest heavily in stocks and acquire companies, while conservative insurers like Progressive focus on bonds for stable income. Cincinnati Financial offers a middle ground with ~39% equity exposure and a 50+ year dividend increase streak.

Axe note: Insurance firms can grow wealth quietly through investing premiums before paying claims — a strategy worth watching on the JSE.