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2026-07-27 19:33 • The Motley Fool Positive Axe Cap view: Selective

Alphabet raised its 2026 capex guidance to $195-205 billion (from $180-190 billion) due to surging demand for AI services that is outpacing supply. With a $514 billion cloud backlog and plans to deploy Nvidia's next-generation Vera Rubin chips, Alphabet's increased spending is expected to significantly boost Nvidia's sales and growth trajectory.

Axe note: Alphabet's stepped-up AI investments signal strong demand for Nvidia chips, with implications for South African tech and currency markets.

2026-07-27 19:32 • The Motley Fool Neutral Axe Cap view: Selective

ASML stock fell 5.75% after reports that China is manufacturing its own deep-ultraviolet (DUV) lithography machines. However, analysts argue the threat is overstated given ASML's dominance, China's production capacity (5-20 machines annually vs ASML's 130+), and ASML's shift toward higher-margin EUV technology. The sell-off may present a buying opportunity for long-term investors.

Axe note: ASML’s stock dropped sharply after fears of Chinese competition in semiconductor lithography, but the risks seem contained.

2026-07-27 19:12 • The Motley Fool Negative Axe Cap view: Selective

Butterfly Network founder Jonathan Rothberg sold approximately 660,000 shares (~$4.3 million) on July 22, 2026, under a pre-scheduled Rule 10b5-1 trading plan for estate planning purposes. While the sale was pre-planned, analysts note it's concerning timing given the stock's 250% surge over the past year and multiple recent insider sales. Despite positive analyst outlooks for 2026 revenue growth of 22%, investors are advised to reconsider their investment thesis given the founder's share liquidation near five-year highs.

Axe note: Founder Rothberg’s scheduled share sale amid strong price gains deserves a cautious eye.