Skip to content
Axe Capital logo Axe Capital Trading News

Axe Capital Investments

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

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

Coverage focus:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest Finance Headlines

How Lisa Su Has Positioned AMD to Be a Big AI Winner and Why the Stock Is a Buy
2026-07-27 06:30 The Motley Fool Positive Axe Cap view: Selective

AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.

Axe note: AMD’s strategic AI partnerships put it on a growth path that may influence tech-linked currencies like the rand.

What's Next For Rigetti Computing Stock?
2026-07-27 04:30 The Motley Fool Neutral Axe Cap view: Neutral

Rigetti Computing stock has declined from $56 to $14 since October. The article analyzes three scenarios for the quantum computing company: a base case of continued milestone delivery with minimal revenue against high R&D spending, a bullish case where cloud services generate recurring revenue, and a bearish case of missed milestones and share dilution. The company has $569 million in cash, $4.4 million in Q1 revenue, and $19.9 million in R&D spending, with upcoming catalysts including a planned 1,000+ qubit U.K. system and potential $100 million in government funding.

Axe note: Rigetti Computing’s struggles highlight why speculative tech needs a cautious eye, especially from a South African perspective.

This Quantum Stock Is a Key Nvidia Partner and Looks Like a Buy Near a 52-Week Low
2026-07-27 03:30 The Motley Fool Positive Axe Cap view: Selective

Infleqtion, a quantum computing company partnered with Nvidia, is trading near its 52-week low and could be positioned for significant growth as quantum computing commercializes. The company has hundreds of customers and expects $40 million in full-year 2026 revenue, but currently trades at a 50 price-to-sales ratio with significant operating losses. The article recommends taking a small position as a high-risk, high-reward opportunity.

Axe note: Infleqtion’s quantum bet looks promising but is far from a sure thing for Rand investors.

Focus Areas

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

Market notes