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

2026-09-29 19:27 • The Motley Fool Positive Axe Cap view: Selective

After five years covering Palantir, analyst Adam Spatacco argues the company shouldn't be valued using traditional SaaS metrics like P/S or P/E ratios. Palantir's unique ontology platform and AI capabilities differentiate it from commoditized competitors. With 93% YoY revenue growth, 157% net dollar retention, and $6.24B in remaining deal value, Palantir demonstrates platform business characteristics. While conventionally expensive, the stock may represent a generational opportunity for long-term investors despite its high valuation.

Axe note: Palantir’s unique AI platform and sticky contracts suggest it deserves different valuation metrics than standard software firms.

2026-09-29 19:19 • The Motley Fool Positive Axe Cap view: Selective

Banco Bradesco executive Marcos Tescarolo purchased 57,012 shares worth approximately $1 million on September 18, 2026, representing a 24% increase to his direct equity stake. The insider purchase signals confidence in the Brazilian bank as it recovers from previous operational challenges, with improving economic conditions and moderating inflation supporting the rebound.

Axe note: A $1 million insider share purchase signals renewed confidence in Brazil's banking sector amid economic improvements.

2026-09-29 19:15 • The Motley Fool Positive Axe Cap view: Selective

Micron Technology, trading above $1,000 per share amid soaring profits from the memory chip shortage, is predicted to announce a stock split before year-end, possibly during its Wednesday earnings report. The company's exceptional financial performance and high share price make it a natural candidate for a split, similar to Nvidia's 2024 split, which could improve accessibility for retail investors and boost stock performance.

Axe note: Micron’s potential stock split mirrors Nvidia’s move and could reshape tech sentiment with clear rand implications.