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2026-10-11 09:30 • The Motley Fool Positive Axe Cap view: Selective

Bank of America raised its quarterly dividend by 14% to $0.32 per share ($1.28 annually), offering a 2.4% yield. An investor would need 781 shares (costing ~$41,211) to generate $1,000 in annual dividend income. Despite headwinds from softer Wall Street revenue and regulatory pressures, BAC remains a solid dividend payer with 13 consecutive years of dividend increases and potential upside as the stock trades 17.5% below its 52-week high.

Axe note: Bank of America raised its dividend by 14%, trading 17.5% below its high, offering a solid income stream amidst headwinds.

2026-10-11 09:17 • The Motley Fool Mixed Axe Cap view: Selective

Waymo, Alphabet's autonomous vehicle subsidiary, has reached approximately 500,000 fully autonomous rides per week as of spring 2026, halfway toward its goal of 1 million rides weekly by year-end. While the company may fall short of this target, analyst Daniel Sparks argues Alphabet remains the best robotaxi investment option because Waymo represents only 3% of Alphabet's $4.2 trillion market value, with losses easily covered by Google's core profitable businesses. In comparison, Tesla and Uber face different challenges as robotaxi plays.

Axe note: Waymo’s autonomous rides are scaling fast, making Alphabet a rare robotaxi play with steady core earnings backing growth.

2026-10-11 09:15 • The Motley Fool Mixed Axe Cap view: Selective

GLP-1 weight-loss drugs like Wegovy and Zepbound are rapidly gaining adoption, with 11% of U.S. adults now using them. This is benefiting drug manufacturers Eli Lilly and Novo Nordisk, whose sales are surging. However, snack and beverage companies face headwinds as GLP-1 users reduce grocery spending by 5-8%, particularly on processed snacks. While some companies like Coca-Cola and Monster Beverage are weathering the impact due to their low-calorie portfolios, others like PepsiCo and Hershey are experiencing declining sales.

Axe note: Weight-loss drugs disrupt global snack sales but present select pharmaceutical and consumer opportunities for South African portfolios.