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

2026-07-25 18:26 • The Motley Fool Positive Axe Cap view: Selective

Apple has embedded its Maps technology into Ford's new Universal Electric Vehicle Platform launching in 2027, marking a strategic pivot from Apple's canceled car project. Rather than building vehicles, Apple is supplying software and mapping services to automakers, with the technology integrated into Ford's $30,000 midsize EV and supporting hands-free driving capabilities through BlueCruise.

Axe note: Apple’s pivot to software in cars could reshape the EV battlefield, but South African gains are less direct.

2026-07-25 18:25 • The Motley Fool Positive Axe Cap view: Selective

The article compares Archer Aviation, a pre-commercial electric aircraft manufacturer, with Ford Motor, an established automotive giant transitioning to EVs. Archer faces FAA certification hurdles and massive cash burn ($618.2M net loss on $300K revenue in FY2025) but benefits from regulatory frameworks and a United Airlines partnership. Ford generates $174B in revenue but reported an $8.2B net loss in FY2025 amid EV transition costs. The author recommends Ford as the safer long-term investment due to its established scale and rock-bottom valuation, despite Archer's disruptive potential.

Axe note: Ford's established scale and improving fundamentals make it a more reliable pick than speculative electric aviation plays like Archer Aviation.

2026-07-25 18:21 • The Motley Fool Positive Axe Cap view: Selective

Rather than investing in private space companies like Blue Origin and SpaceX which are inaccessible to retail investors, the article recommends Taiwan Semiconductor Manufacturing (TSMC) as a better way to gain exposure to the space industry. TSMC is a publicly traded trillion-dollar chipmaker that supplies semiconductors to virtually all satellites, rockets, and defense systems, while also benefiting from AI demand. However, investors should be aware of geopolitical risks related to Taiwan's sovereignty.

Axe note: Taiwan Semiconductor offers cleaner exposure to space tech than private rivals, with clear local risks to weigh.