Past Stories

2026-10-23 01:47 • The Motley Fool Positive Axe Cap view: Selective PG

Procter & Gamble reported 4% organic sales growth in Q1 fiscal 2027, driven by 2.4% volume gains signaling genuine brand loyalty. The company is leveraging innovation-backed pricing to offset a $1.4 billion cost headwind from commodities and transportation. Market share is rebounding across top U.S. retailers, with over 70% of key customers now holding or expanding share, positioning P&G to protect long-term margins despite challenging market conditions.

Axe note: P&G’s strong volume growth and pricing power hint at resilience worth noting through a rand lens.

2026-10-23 01:39 • The Motley Fool Positive Axe Cap view: Selective ADBE ANET AVGO

The article compares Adobe and Arista Networks as investment choices for 2026. Adobe trades at a significantly lower valuation (10.4x forward P/E) compared to Arista (44.8x forward P/E), despite solid revenue growth and a growing user base of over 1 billion monthly active users. While Arista benefits from AI infrastructure demand with strong margins, the author recommends Adobe as the better buy due to its undervaluation and competitive positioning in the creative software market.

Axe note: Adobe’s solid fundamentals at a bargain price make it a smarter pick than Arista, even in an AI-driven tech environment.

2026-10-23 01:15 • The Motley Fool Positive Axe Cap view: Selective ABNB DASH BKNG PCLN

The article compares Airbnb and DoorDash as investment options for 2026. While Airbnb demonstrates higher profitability with a 20% net margin and strong international presence, DoorDash is growing faster with 34% revenue growth and expected 42% earnings growth. Despite both trading at the same 31x forward P/E ratio, DoorDash is recommended as the better value due to its superior growth prospects and lower PEG ratio of 0.6x versus Airbnb's 2.0x.

Axe note: DoorDash offers faster growth at a better value, but Airbnb’s strong margins and global footprint keep it competitive.

2026-10-23 01:00 • The Motley Fool Neutral Axe Cap view: Selective GOOG GOOGL GOOGM GOOGN

Alphabet's AI business is experiencing strong growth, but the company's core search business faces ongoing challenges. The article examines whether investors should buy Alphabet stock ahead of an upcoming investor update on October 28, 2026.

Axe note: Alphabet’s AI growth runs hot, but search remains uncertain—what should local investors do?

2026-10-23 01:00 • The Motley Fool Mixed Axe Cap view: Bearish TSLA SPCX GOOG GOOGL GOOGM GOOGN

The article argues that a potential merger between SpaceX and Tesla would be detrimental to SpaceX investors. Tesla's valuation appears inflated at $1.53 trillion with a P/E ratio of 200, driven almost entirely by unproven future products like Optimus robots and full self-driving capabilities. Meanwhile, Tesla's core automotive business shows flat revenue growth and declining deliveries. SpaceX, which is experiencing rapid growth from its AI infrastructure business and profitable Starlink division, would overpay for Tesla's bloated valuation. The author recommends SpaceX investors reject the merger unless Tesla's price decreases or it demonstrates financial success with its autonomy products.

Axe note: SpaceX’s growth contrasts sharply with Tesla's stretched valuation and faltering core business.

2026-10-23 00:55 • The Motley Fool Positive Axe Cap view: Selective KMB KO WMT PEP

The article compares two defensive dividend stocks: Kimberly-Clark and Coca-Cola. While Kimberly-Clark offers a higher dividend yield (4.78%) and lower valuation multiples, Coca-Cola is recommended as the better buy due to superior profitability (27.3% net margin), stronger stock price appreciation (70.2% over 5 years), and consistent dividend growth (64 consecutive years of increases). Both are Dividend Kings with reliable payout histories.

Axe note: Coca-Cola’s strong profitability and steady dividend growth make it a better bet than Kimberly-Clark despite KMB’s higher yield.

2026-10-22 23:30 • The Motley Fool Mixed Axe Cap view: Selective VEA IEFA EEM IEMG

A Financial Times survey of 94 economists suggests that AI-related productivity gains will be widely shared globally, with developed markets better positioned to adopt AI than emerging markets. Vanguard research projects international developed-market stocks will outperform U.S. stocks over the next 10-30 years. The article recommends buying developed-market ETFs (VEA and IEFA) while avoiding emerging-market ETFs (EEM and IEMG).

Axe note: Economists see AI productivity gains favouring developed markets—here's how to think about it in a South African context.

2026-10-22 23:05 • The Motley Fool Positive Axe Cap view: Selective AGNC AGNCL AGNCM AGNCN AGNCO AGNCP AGNCZ AMJB JPM JPMPC JPMPD JPMPJ JPMPK JPMPL JPMPM VYLD

AGNC Investment, a mortgage REIT holding agency-backed mortgage-backed securities, saw its tangible book value decline nearly 17% in Q3 due to rising interest rates. However, the article suggests this may present a buying opportunity as MBS yields are now attractive at 6.5%, future Fed rate hikes appear priced in, and the company continues to cover its 16%+ dividend yield with solid net spread income.

Axe note: AGNC Investment offers a 16%+ dividend yield despite a sharp drop in book value, but US interest rate risks remain.

2026-10-22 23:04 • The Motley Fool Negative Axe Cap view: Selective NFLX AMZN META NVDA

The article discusses ranking the best stocks to buy, though the full content is not provided in the excerpt. The piece appears to be part of The Motley Fool's stock recommendation series, with mentions of major tech and consumer companies in the market data.

Axe note: Tech giants face uneven headwinds, but South African investors can navigate with selective picks.

2026-10-22 22:45 • The Motley Fool Negative Axe Cap view: Selective AMD META

AMD stock fell 8.1% on Thursday as rising oil prices amid Middle East tensions fueled inflation concerns and raised questions about the sustainability of expensive AI infrastructure spending. Meta's negative free cash flow and new share class approval highlighted concerns about how tech companies will fund continued AI buildout if borrowing costs rise.

Axe note: AMD’s sharp decline ties into rising oil prices and questions over tech companies’ spending on costly AI infrastructure.

2026-10-22 22:40 • The Motley Fool Negative Axe Cap view: Selective SPCX META TSLA

SpaceX shares fell 9.1% on October 22, 2026, due to concerns over massive capital expenditures needed for AI expansion and uncertainty surrounding potential merger talks with Tesla. The company reported $16 billion in capex with projections of $35-40 billion in Q4, resulting in negative free cash flow. Additionally, Reuters reported that some involved in Tesla merger discussions worry that Musk's public endorsement could trigger unwanted scrutiny and delays.

Axe note: Sky-high spending and merger doubts sent SpaceX shares tumbling, offering a cautionary tale for South African investors watching capital-intensive tech plays.

2026-10-22 22:38 • The Motley Fool Neutral Axe Cap view: Neutral SPCX

SpaceX reported Q3 2026 revenue of $14.6 billion (up 161% YoY) with guidance for Q1 2027 revenue of $33-37 billion. The super intelligence segment nearly tripled to $7.6 billion. While the stock's valuation multiple improved from 80x to 68x sales on current metrics and could reach 15-16x on guided run rates, the analyst remains cautious, citing heavy capital spending plans ($35-40 billion in Q4), dependence on compute pricing holding up, and unfulfilled backlog contracts.

Axe note: SpaceX's massive revenue jump and guidance make its pricey stock a closer call, yet caution remains warranted.

2026-10-22 22:36 • The Motley Fool Negative Axe Cap view: Selective INTC META NVDA

Intel stock fell 8.1% on October 22, 2026, as rising oil prices above $112/barrel and concerns about AI infrastructure funding weighed on chip stocks. Meta's report of negative free cash flow and aggressive capex spending raised questions about how companies will finance the AI build-out, threatening sustained demand for Intel's chips.

Axe note: Rising oil and cash burn at Meta pressure chipmakers, casting doubt on Intel’s near-term prospects.