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2026-09-29 20:34 • The Motley Fool Mixed Axe Cap view: Selective

CrowdStrike demonstrates stronger revenue performance with consistent quarter-over-quarter growth, reaching $1.5 billion in Q2 2026, while UiPath shows more volatile revenue patterns with concerning growth deceleration from 13% to an estimated 8% year-over-year growth in Q3 2026. Both companies benefit from the AI boom, but CrowdStrike's cybersecurity solutions addressing AI-driven threats provide a stronger tailwind compared to UiPath's automation software.

Axe note: CrowdStrike’s solid revenue growth signals a stronger play in the AI-driven cybersecurity space versus UiPath's wobbling automation business.

2026-09-29 20:30 • The Motley Fool Positive Axe Cap view: Selective

GE Vernova, the spun-off energy division of General Electric, is positioned as a top AI power stock to buy. The company benefits from surging electricity demand at AI data centers, with its backlog growing 37% year-over-year to $176.3 billion. GE Vernova expects 20-22% revenue growth in 2026, with adjusted EBITDA margins expanding to 12-14% and free cash flow projected to triple to $11.5-12.5 billion. Trading at around $960 per share with a 25x forward EBITDA valuation, the stock appears reasonably valued given analysts expect 60% CAGR adjusted EBITDA growth through 2028.

Axe note: GE Vernova’s energy focus offers a clearer growth path than flashy chipmakers amid the AI surge.

2026-09-29 20:29 • The Motley Fool Positive Axe Cap view: Selective

An analyst predicts Taiwan Semiconductor Manufacturing (TSMC) will reach a $3 trillion market cap by end of 2027, requiring approximately 30% stock growth. The prediction is based on strong AI chip demand expected through 2029-2030, a planned $100 billion U.S. expansion, and Wall Street's expectation of 35% revenue growth next year. TSMC is positioned as a universal AI investment due to its foundry services for major chip designers.

Axe note: Taiwan Semiconductor's rapid growth driven by AI chip demand offers a clear signal in a tech-driven world—but South African investors should look beyond direct exposure.