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2026-10-07 02:15 • The Motley Fool Positive Axe Cap view: Selective

As inflation concerns persist amid Middle East geopolitical tensions and rising energy prices, healthcare stocks are positioned as defensive investments. Medtronic, a turnaround story with strong dividend history and accelerating growth, appeals to value investors. Eli Lilly, a GLP-1 drug leader expanding its pipeline, offers growth potential. Both companies benefit from healthcare's historical resilience to inflation.

Axe note: Medtronic and Eli Lilly stand out as defensive plays with growth potential in a tough inflationary environment.

2026-10-07 01:15 • The Motley Fool Positive Axe Cap view: Selective

Nvidia reached a new all-time high of $243.37 per share, driven by positive macro conditions and strong AI sector momentum. Trading at a P/E ratio of 30, the stock appears undervalued compared to peers like AMD (166 P/E) and Intel (103 P/E), with Wall Street expecting 67% revenue growth to $687 billion in fiscal 2028. While the law of large numbers may eventually constrain growth and competition from AMD, Intel, and custom chips from Amazon and Google pose risks, analysts view Nvidia as well-positioned to capitalize on AI growth and recommend it as a strong buy.

Axe note: Nvidia’s new highs in AI chip leadership offer lessons for South African investors watching USD/ZAR and tech exposure.