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

2026-07-25 10:15 • The Motley Fool Positive Axe Cap view: Selective

New Berkshire Hathaway CEO Greg Abel is likely to deploy the company's $397 billion cash pile through increased stock buybacks, selective tech investments (particularly AI-related opportunities), and capital investments in Berkshire Hathaway Energy to capitalize on growing AI data center demand.

Axe note: Berkshire Hathaway’s new CEO is deploying huge cash reserves into buybacks, AI tech, and energy—lessons for South African markets.

2026-07-25 10:06 • The Motley Fool Neutral Axe Cap view: Selective

Jeff Bezos doubled his annual investment in Blue Origin to $2 billion and secured $10 billion in total funding from outside investors including Coatue Management. The space company is burning through cash rapidly due to rebuilding efforts after a New Glenn rocket explosion and ambitious expansion plans including satellite internet and increased launch cadence.

Axe note: Jeff Bezos is doubling down on Blue Origin with fresh capital, but appetite for space remains divided.

2026-07-25 09:05 • The Motley Fool Positive Axe Cap view: Selective

The article identifies CoreWeave and Iren as potential multibagger AI stocks in the emerging neocloud sector. CoreWeave leads with a $99 billion backlog and Nvidia partnership but faces high capex spending and $25 billion debt. Iren, a Bitcoin miner transitioning to neocloud, owns its facilities near clean energy sources with lower debt but lacks Nvidia partnership. Both stocks are positioned for significant growth with forecasted revenue increases of 147% and 302% respectively, though they carry execution risks.

Axe note: Neocloud AI plays like CoreWeave and Iren look exciting but are premature for South African portfolios.