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2026-07-25 15:32 • The Motley Fool Neutral Axe Cap view: Selective

The article compares two AI infrastructure stocks: IREN and Nebius. IREN offers more secured power capacity while Nebius has secured valuable hyperscaler contracts. The analysis examines whether IREN's upside potential justifies its dilution risk and whether Nebius's execution advantage warrants its higher valuation.

Axe note: Balancing dilution risk and execution when choosing between IREN and Nebius.

2026-07-25 15:30 • The Motley Fool Positive Axe Cap view: Selective

The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains up 12.7% year-to-date. The article argues this pullback presents a buying opportunity, citing the ETF's strong long-term track record of ~14% annual returns since inception. With tech stocks comprising 68.5% of holdings, the author suggests investors may eventually rotate back to mega-cap tech companies for stability after recent outperformance in cyclical semiconductor and memory stocks.

Axe note: The recent 7% drop in QQQM may signal a chance to buy, especially ahead of a likely rotation back to mega-cap tech stocks.

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

As AI data centers demand massive amounts of electricity, energy infrastructure companies are positioned to benefit. Enterprise Products Partners and Enbridge, which operate natural gas pipelines, offer yields of 5.7% and 4.9% respectively with long histories of dividend increases. For investors preferring clean energy, Brookfield Renewable Partners offers a 4.9% yield while supplying power to Microsoft and Google's AI data centers.

Axe note: Global AI growth boosts energy infrastructure, but South African investors should look closer to home.