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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.

Coverage focus:

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 Finance Headlines

SCHH vs RWR: Which REIT ETF Fits Your Portfolio
2026-07-25 22:30 The Motley Fool Positive Axe Cap view: Selective

The Schwab U.S. REIT ETF (SCHH) offers a significantly lower expense ratio of 0.07% and broader diversification with 121 holdings, making it ideal for cost-conscious investors. The State Street SPDR Dow Jones REIT ETF (RWR) has delivered superior recent performance with a 22.20% one-year return and higher 3.20% dividend yield, appealing to income-focused investors. Both funds provide 100% exposure to U.S. REITs with similar top holdings.

Axe note: Deciding between SCHH’s low cost and RWR’s income focus depends on your priorities amid a volatile rand.

Figma vs. IBM: What Revenue Growth Trends Tell Investors About the Young Software Design Company and the Veteran Artificial Intelligence Tech Giant
2026-07-25 22:15 The Motley Fool Mixed Axe Cap view: Selective

Figma demonstrates superior and consistent revenue growth with eight consecutive quarters of quarter-over-quarter increases, reaching $333.4 million in Q1 2026 with 46% year-over-year growth. In contrast, IBM experiences volatile revenue fluctuations tied to its hardware and consulting business, missing Q2 2026 revenue expectations and seeing its Z Systems mainframe sales decline 42% year-over-year, sending shares to a 52-week low.

Axe note: Figma’s steady revenue growth contrasts with IBM’s volatility, offering lessons on growth sustainability relevant to JSE investors.

Elon Musk Is Quietly Turning to This Fossil Fuel to Power His AI Ambitions.
2026-07-25 22:15 The Motley Fool Positive Axe Cap view: Selective

Elon Musk is building off-grid natural gas power plants to supply energy for his massive AI data centers (Colossus I and II in Tennessee), bypassing grid connection issues and electricity price concerns. This shift toward natural gas as a reliable power source for AI infrastructure is expected to increase demand for natural gas, benefiting midstream energy companies that transport and manage natural gas infrastructure.

Axe note: Elon Musk’s bet on natural gas to power AI data centers abroad offers a quiet signal for energy investors here.

Focus Areas

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

Market notes