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

2026-10-05 22:15 • The Motley Fool Positive Axe Cap view: Selective

Sandisk stock has surged over 600% this year due to strong AI-driven demand for NAND memory chips. The article projects that if memory demand remains strong through 2030, a $10,000 investment could triple to $30,000, supported by industry forecasts showing continued supply constraints and low-20s percentage growth in NAND shipments.

Axe note: Strong AI-driven demand for memory chips is boosting Sandisk and peers—here’s how local investors should think about it.

2026-10-05 22:13 • The Motley Fool Positive Axe Cap view: Selective

The Motley Fool's analyst curates a list of nine stocks recommended for investment in October 2026, highlighting opportunities with favorable risk-versus-reward profiles. The selection includes major technology, consumer, and financial services companies, with stock prices referenced from October 3, 2026.

Axe note: Motley Fool flags nine global tech and consumer names, but how should South African investors think about them?

2026-10-05 22:11 • The Motley Fool Positive Axe Cap view: Selective

Tesla reported Q3 delivery figures that beat expectations, marking the company's first annual delivery increase since 2023. While Tesla's valuation is less dependent on car sales alone, the figures remain important as cash flow from EV sales funds investment in driverless-car technology and robotics.

Axe note: Tesla's improved deliveries hint at steady cash flow for tech investments, a key factor for local market watchers.