Archive

2026-07-16 14:03 • The Motley Fool Neutral Axe Cap view: Neutral JOBY JOBY.WS

Joby Aviation's Chief Product Officer Eric Allison sold 27,932 shares worth ~$210,000 on July 13, 2026, in a non-discretionary transaction to cover tax withholding from RSU vesting. The insider retains ~710,000 direct shares and ~107,000 derivative securities. Analysts suggest investors should not be concerned by this sale, as it reflects scheduled equity compensation rather than loss of confidence, and should instead focus on the company's progress toward FAA certification and manufacturing scaling.

Axe note: A scheduled insider sale at Joby Aviation reflects tax needs, not falling confidence.

2026-07-16 13:31 • The Motley Fool Positive Axe Cap view: Bullish IXJ RSPH LLY JNJ ABBV

The iShares Global Healthcare ETF (IXJ) outperformed the Invesco S&P 500 Equal Weight Health Care ETF (RSPH) over the past five years, delivering stronger total returns (1.50% dividend yield vs. 0.70%), lower volatility (beta of 0.56 vs. 0.78), and a shallower maximum drawdown. While both funds charge identical 0.40% expense ratios, IXJ's market-cap weighting and international exposure of 110 global healthcare stocks provide broader diversification compared to RSPH's 60 U.S. large-cap equal-weighted holdings.

Axe note: iShares Global Healthcare ETF shows stronger returns and less volatility than Invesco’s equally weighted healthcare fund.

2026-07-16 13:31 • The Motley Fool Positive Axe Cap view: Selective DRAM SOXX CHAT MU SKHY NVDA AMD GOOG GOOGL GOOGM GOOGN

The article highlights three AI-focused ETFs as optimal ways to capitalize on the memory chip boom. The Roundhill Memory ETF (DRAM) offers concentrated exposure to memory stocks, the iShares Semiconductor ETF (SOXX) provides broader chip sector diversification, and the Roundhill Generative AI & Technology ETF (CHAT) offers the most diversified approach across the AI ecosystem with lower volatility risk.

Axe note: AI-driven memory chip growth offers a unique angle, but South Africans should focus on FX and selective tech exposure.

2026-07-16 13:23 • The Motley Fool Positive Axe Cap view: Selective META PINS RDDT

Meta Platforms, Pinterest, and Reddit are identified as undervalued social media stocks with strong growth potential. Meta is leveraging AI to improve its recommendation engine and ad targeting, with forward P/E of 20.5 despite 33% revenue growth. Pinterest trades at under 12 forward P/E and has transformed into a shoppable discovery platform under CEO Bill Ready. Reddit is the fastest-growing social media company with 69% revenue surge last quarter and trades at 22 forward P/E based on 2027 estimates.

Axe note: Global social media giants offer compelling value, but the rand’s strength and SA market links matter.

2026-07-16 13:17 • The Motley Fool Positive Axe Cap view: Selective FLYW MA V WDAY ORCL ORCLPD AMZN GOOG GOOGL GOOGM GOOGN JD

The article compares Flywire, a high-growth specialist in cross-border payments for education, healthcare, and travel, against Mastercard, an established global payments giant. Flywire offers cheaper valuation metrics (P/S ratio of 3.4x vs 14.3x) and strong growth (27% YoY revenue growth), while Mastercard provides massive scale, exceptional profitability (45.6% net margin), and substantial free cash flow ($16.4B). Both companies benefit from the global shift to digital payments, though they face different risks including regulatory challenges for Flywire and competitive threats from fintech and government-backed systems for Mastercard.

Axe note: Flywire’s growth looks tempting against Mastercard’s scale, but each has distinct risks and roles in the evolving payments market.

2026-07-16 13:15 • The Motley Fool Positive Axe Cap view: Selective SPCX ARKK ARKQ ARKX ARKW

Ark Invest purchased over $51 million in SpaceX stock last week across multiple transactions, bringing its total holdings to over $550 million spread across four ETFs. The firm has been a long-term investor in SpaceX since before its June IPO and has not sold any shares. However, the author expresses caution about SpaceX's profitability, noting that only its Starlink connectivity division posted operating profit last year, while its AI unit recorded a $6.4 billion loss.

Axe note: Cathie Wood’s Ark Invest doubled down on SpaceX, but South African investors should weigh mixed profitability and currency risks.

2026-07-16 13:15 • The Motley Fool Positive Axe Cap view: Selective MRVL NVDA

Marvell Technology is positioned to benefit from AI data centers' shift toward networking, optical connectivity, and custom silicon beyond raw compute. However, the company's current valuation leaves limited room for execution errors, requiring investors to carefully weigh growth potential against risks.

Axe note: Marvell stands to gain as AI data centers evolve, but South African investors should weigh growth potential against valuation risks carefully.

2026-07-16 13:05 • The Motley Fool Positive Axe Cap view: Selective RACE BYDDY GM TSLA F FPB FPC FPD

The article highlights three automotive stocks positioned to outperform the market: Ferrari, known for luxury brand status and 50%+ gross margins; BYD, which surpassed Tesla in EV sales through vertical integration and cost efficiency; and General Motors, leveraging full-size truck/SUV dominance and high-margin subscription services like OnStar and Super Cruise.

Axe note: Ferrari, BYD, and GM are shaping the future of autos and deserve attention from those watching SA’s market links.

2026-07-16 12:31 • The Motley Fool Positive Axe Cap view: Selective DPZ

Domino's Pizza stock is trading at a forward P/E ratio of 16, well below its five-year average of 25, suggesting undervaluation. The world's largest pizza chain offers a 2.6% dividend yield (more than double the S&P 500's 1.1%) with a total shareholder yield of 6.1% when including buybacks. While growth is modest at 1% for comparable U.S. locations, the company is investing in digital sales which accounted for 85% of U.S. sales last year.

Axe note: Domino's Pizza trades cheap with strong cash returns and a modern sales model, making it worth watching ahead of earnings.

2026-07-16 12:30 • The Motley Fool Mixed Axe Cap view: Selective COIN CRCL V MA GOOG GOOGM GOOGN SHOP BLK DIVB

Coinbase joined a coalition of 140+ companies to back the new Open USD (OUSD) stablecoin, signaling a shift away from its exclusive partnership with Circle's USDC. This move is bullish for Coinbase as it diversifies stablecoin exposure and positions the company to benefit from growing stablecoin adoption, which now represents 19% of its revenue. However, it threatens Circle's business model as the new coalition will jointly manage OUSD and split reserve income.

Axe note: Coinbase’s backing of the new OUSD stablecoin signals a strategic shift that could reshape its crypto revenue and challenge Circle’s dominance.

2026-07-16 12:20 • The Motley Fool Positive Axe Cap view: Selective NVDA CBRS AMD

As AI inference becomes the next major market opportunity, three chipmakers are competing for dominance. Nvidia leverages its CUDA ecosystem and acquired Groq's LPUs for inference workloads. Cerebras offers faster wafer-scale chips but at premium costs. AMD is positioned as the strongest contender, combining inference capabilities with its MEXT acquisition for memory optimization and benefiting from agentic AI's CPU demand growth.

Axe note: Among AI chipmakers Nvidia, AMD, and Cerebras, AMD stands out for its balanced pitch and growth potential.

2026-07-16 12:16 • Investing.com Positive Axe Cap view: Selective EQT EXPE

Warren Buffett warns that attractive valuations are increasingly difficult to find as speculation overshadows long-term investing in markets near record highs. However, opportunities remain for disciplined investors. Eight US stocks that have fallen 40-48% year-to-date are identified as undervalued by 24-63% based on InvestingPro Fair Value estimates, with analyst upside projections of 23-86%, including EQT and Expedia.

Axe note: Buffett’s style still works but expect fewer bargains in frothy markets.

2026-07-16 12:15 • The Motley Fool Positive Axe Cap view: Selective ASTS T TBB TPA TPC VZ

AST SpaceMobile has secured carrier validation from AT&T, Verizon, and dozens of global partners, strengthening its satellite-to-phone business thesis. However, the stock remains high-expectation with execution risks dependent on successful launches, activation, and achieving recurring revenue.

Axe note: AST SpaceMobile's carrier validation is impressive, but South African investors should remain cautious on execution risks and limited local linkage.

2026-07-16 12:10 • The Motley Fool Positive Axe Cap view: Selective NOK NVDA

Nokia, once a smartphone maker, has rallied 130% over the past year due to its AI-RAN (artificial intelligence radio access networks) technology, which enables real-time AI inference at the edge. The company's AI and cloud segment grew 49% in Q1, and with Nvidia's $1 billion investment and backing, Nokia is positioned to capitalize on an anticipated $35 billion AI-RAN market over five years as telecom companies upgrade infrastructure.

Axe note: Nokia’s pivot to AI-powered network tech puts it in pole position for 5G and 6G upgrades.

2026-07-16 12:05 • The Motley Fool Positive Axe Cap view: Selective SPCX GS GSPA GSPC GSPD MS MSPA MSPE MSPF MSPI MSPK MSPL MSPO MSPP MSPQ

SpaceX, which recently went public, operates three segments: space launch services, Starlink connectivity, and AI infrastructure. With 2025 revenue of $18.7 billion, Wall Street analysts project revenues between $330-474 billion by 2030. Under various valuation scenarios, a $1,000 investment today could grow to $1,830-$6,555 by 2030, though success depends on execution across all segments and faces risks from competition and capital intensity.

Axe note: SpaceX’s explosive growth ambitions make for a compelling, if distant, investment story with few direct plays on the JSE.

2026-07-16 11:48 • Investing.com Mixed Axe Cap view: Selective TSM ARM ASML SMH UNH NFLX

US equity futures declined as semiconductor stocks weakened, with the Nasdaq 100 struggling near the 30K resistance level. Despite softer inflation data supporting growth assets, AI enthusiasm is cooling amid concerns about infrastructure investment returns and supply chain constraints. The Fed remains cautious despite improving inflation data, with focus shifting to retail sales and hawkish Fed speakers.

Axe note: Semiconductor stocks weigh on Nasdaq, casting shadows on JSE tech favourites like Naspers and Prosus.

2026-07-16 11:32 • The Motley Fool Positive Axe Cap view: Selective MU ASML

Micron Technology is positioned as a major beneficiary of the AI inference boom, with its stock potentially doubling due to surging demand for high-bandwidth memory (HBM). Trading at a low forward P/E ratio of 6.5x, the company benefits from supply constraints expected to persist until 2030 or beyond, with HBM prices potentially doubling next year. Long-term supply agreements covering 40% of revenue provide visibility for sustained earnings growth.

Axe note: Micron’s memory business might double, but South African investors should watch USD/ZAR and tech exposure carefully.

2026-07-16 11:32 • The Motley Fool Negative Axe Cap view: Selective SPCX TSLA PYPL

A Raymond James analyst projects SpaceX stock could reach $800 per share within 12 months, valuing the company at $8.7 trillion. However, the article argues this is unlikely given SpaceX's current financial performance: Q1 2026 showed 15% revenue growth to $4.7 billion but a $2 billion loss, with only the Starlink segment profitable at $1.2 billion operating profit. While SpaceX operates three promising business segments (space launch, satellite broadband, and AI), the company's modest growth and ongoing losses don't support such dramatic valuation increases.

Axe note: SpaceX’s lofty $8.7 trillion valuation target looks disconnected from its current financial performance.

2026-07-16 11:23 • The Motley Fool Positive Axe Cap view: Selective SKHY MU IT SNDK

SK Hynix, a major South Korean memory chip manufacturer, has listed on the Nasdaq via ADRs, making it easier for US investors to access this competitor to Micron. The company is well-positioned to capitalize on the AI-driven memory boom, with strong market share in DRAM (29%), HBM (58%), and NAND flash (18%). Analysts project SK Hynix stock could double from current levels based on expected 429% EPS growth in 2026 and attractive valuation multiples.

Axe note: SK Hynix’s Nasdaq debut gives US investors easier access to a major Micron rival set to benefit from AI-driven memory demand.

2026-07-16 11:17 • Investing.com Mixed Axe Cap view: Selective TSM SKHY ASML MU

TSMC delivered record Q2 earnings with strong revenue, margins, and Q3 guidance, yet chip stocks fell sharply. The market is shifting focus from celebrating AI demand to questioning how long chip scarcity will last, whether new capacity investments will generate adequate returns, and if hyperscalers can monetize infrastructure fast enough to justify current valuations.

Axe note: TSMC’s record earnings signal demand, yet chip stocks drop amid worries over oversupply and valuations—a story that echoes in USD/ZAR and South African tech exposure.