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

2026-09-28 11:30 • The Motley Fool Positive Axe Cap view: Selective

The article recommends a basket approach to quantum computing investments, highlighting five stocks: IonQ (trapped-ion method with 99.99% accuracy), Quantinuum (99.92% fidelity with strong software stack), D-Wave Quantum (quantum annealing leader expanding to gate-based systems), Infleqtion (neutral-atom approach targeting 99.9% fidelity), and IBM (mature company investing $10B+ in quantum technology with plans for fault-tolerant quantum computer by 2029).

Axe note: Quantum computing is enticing, but local investors should tread carefully for now.

2026-09-28 11:15 • The Motley Fool Positive Axe Cap view: Selective

Anthropic is expected to go public in October with a potential $2 trillion valuation, potentially becoming the largest IPO in history. New fast-track inclusion rules implemented after SpaceX's IPO could allow Anthropic to be added to major ETFs within days of its debut, including the Invesco QQQ ETF, iShares Russell 1000 Growth ETF, and First Trust U.S. Equity Opportunities ETF.

Axe note: Anthropic’s upcoming IPO could shift global tech indices, indirectly affecting the rand and some JSE tech-linked stocks.

2026-09-28 11:06 • The Motley Fool Positive Axe Cap view: Selective

Social Security's 2027 cost-of-living adjustment (COLA) is projected at 3.5%, tying for the sixth-largest raise in 35 years. Three factors are driving this increase: President Trump's tariff and trade policies, the ongoing Iran war causing energy price spikes, and the AI infrastructure build-out creating supply shortages and higher consumer prices.

Axe note: A notable COLA increase highlights tariffs, energy shocks, and AI supply crunch underpinning inflation pressures.