Archive

2026-07-18 10:15 • The Motley Fool Positive Axe Cap view: Selective NVDA SKHY MU

As AI workloads scale, high-bandwidth memory (HBM4) has become a critical bottleneck. Nvidia CEO Jensen Huang confirmed Nvidia will be the primary customer for HBM4 solutions to power its next-generation Vera Rubin architecture. SK Hynix has emerged as Nvidia's preferred partner, reportedly securing 50-70% of anticipated HBM4 orders through a multiyear co-development partnership announced in June, positioning it as a major beneficiary of the memory supercycle.

Axe note: As Nvidia locks in HBM4 memory orders with SK Hynix, South African investors should watch the rand and tech exposure closely.

2026-07-18 09:30 • The Motley Fool Positive Axe Cap view: Selective VTI VOO VTWO

The article advocates for passive index investing through the Vanguard Total Stock Market ETF (VTI) rather than individual stock picking. VTI provides broad exposure to 3,500+ U.S. stocks with a low 0.03% expense ratio, allowing investors to participate in overall market growth without the difficulty and risk of selecting individual winners.

Axe note: Broad US ETFs like Vanguard’s VTI offer simplicity, but local nuances mean South Africans should be selective.

2026-07-18 09:17 • The Motley Fool Positive Axe Cap view: Selective BRK.A BRK.B

Warren Buffett's approach to stock market crashes centers on three key principles: recognizing that markets always recover to new highs, maintaining patience rather than panic-selling, and aggressively buying quality stocks at discounts when opportunities arise. Buffett's success stems from confidence in eventual market recovery and a long-term investment horizon, contrasting with most investors who move to cash during downturns and gradually re-enter after recoveries are obvious.

Axe note: Warren Buffett’s strategy during market crashes boils down to patience and buying strong businesses cheaply.

2026-07-18 09:15 • The Motley Fool Positive Axe Cap view: Selective ASML

ASML, which holds a practical monopoly on extreme ultraviolet (EUV) lithography technology, is seeing surging demand for its equipment driven by booming AI chip and memory markets. The company reported Q2 revenue of €9.3 billion, beating guidance, and raised its 2026 revenue forecast to €43-45 billion. With plans to increase manufacturing capacity by 30% and potentially another 30% in 2028, ASML appears well-positioned for long-term growth despite trading at a premium 35.5x forward P/E ratio.

Axe note: ASML’s booming EUV machine sales boost global chip making, with mixed local play implications.

2026-07-18 09:15 • The Motley Fool Positive Axe Cap view: Selective SPCX AMZN GOOG GOOGL GOOGM GOOGN VZ T TBB TPA TPC

SpaceX could potentially reach a $5 trillion market cap if its Starmind initiative succeeds in processing AI workloads in space using a constellation of up to 1 million satellites. The company's space-based AI processing offers advantages like free solar power and lower cooling costs compared to terrestrial data centers. However, significant technological hurdles remain and investors may need to wait years for this vision to materialize.

Axe note: SpaceX aims to transform AI processing with satellites, but South African investors should watch USD/ZAR and tech counters closely.

2026-07-18 08:30 • The Motley Fool Mixed Axe Cap view: Selective VOO VTI BND

Billionaire hedge fund manager Bill Ackman recommends investing in a broad equity index fund as the single best investment to buy and hold for the next decade, citing superior long-term growth potential compared to other asset classes. He specifically suggests funds like the Vanguard S&P 500 ETF or Vanguard Total Market ETF for their liquidity and diversification benefits. Ackman advises against bonds due to their historically lower returns and poor near-term outlook amid rising interest rates and persistent inflation.

Axe note: Ackman’s call for a decade-long buy-and-hold in US broad-market ETFs challenges local investors to rethink fixed income and hedge with the rand.

2026-07-18 08:13 • The Motley Fool Neutral Axe Cap view: Neutral TSLA

Tesla delivered a record 480,126 vehicles in Q2 2026, up 25% year-over-year, but investors will focus on automotive gross margin excluding regulatory credits when earnings are reported on July 22. The key metric has improved for four consecutive quarters, reaching 19.2% in Q1 2026. If margins hold near 19% on record volume without one-time benefits, it supports the bull case; if they decline to mid-teens, it suggests volume was achieved through discounts rather than genuine profitability gains.

Axe note: Tesla's record vehicle deliveries impress, but South African investors should watch automotive margins and rand dynamics closely.

2026-07-18 08:12 • The Motley Fool Mixed Axe Cap view: Selective SPCX MU GOOG GOOGL GOOGM GOOGN

CFRA analysts recommend selling SpaceX and buying Micron. SpaceX, despite dominating the space industry with reusable rocket technology and Starlink's 12 million subscribers, trades at an expensive 88x sales valuation with a sell target of $115 (12% downside). Micron benefits from severe memory chip supply shortages with DRAM and NAND prices up 90-110% annually, posting 345% revenue growth and 1,215% earnings surge, with a buy target of $1,500 (76% upside) and expected 115% annual sales growth through fiscal 2027.

Axe note: CFRA analysts recommend selling SpaceX on valuation and buying Micron on memory chip shortages and growth.

2026-07-18 08:11 • The Motley Fool Negative Axe Cap view: Selective SPCX GOOG GOOGL GOOGM GOOGN

SpaceX stock has declined 45% from its peak of $225.64 to $125, despite strong revenue growth projections and expansion into AI infrastructure. While Wall Street forecasts revenue could double to $39.2B in 2026 and reach $72.7B in 2027, the company trades at a P/S ratio of 88—14 times higher than the Nasdaq-100. Even accounting for future growth, SpaceX remains significantly overvalued and unprofitable, suggesting further downside risk.

Axe note: Sky-high valuation and losses keep SpaceX off my radar despite growth.

2026-07-18 08:10 • The Motley Fool Positive Axe Cap view: Selective NVDA AMD AVGO

Nvidia has emerged as a dominant force in the AI revolution with record revenues and profits, yet trades at a surprisingly low valuation compared to peers. With a forward P/E ratio of 23—between typical growth (29) and value (17) stocks—Nvidia appeals to both growth and value investors. The company's strong competitive position, established track record, and early-stage AI market opportunity make it an attractive long-term holding, though cautious investors should note risks from high AI spending levels and sector volatility.

Axe note: Nvidia’s mix of high growth and moderate valuation presents a rare stock case, but what does this mean for South African investors?

2026-07-18 08:06 • The Motley Fool Negative Axe Cap view: Selective NVDA MU WDC SNDK

U.S. inflation reached 4.2% in May 2026, more than double the Federal Reserve's 2% target. While Trump's tariffs and the Iran war initially drove inflation, the Federal Reserve now identifies AI infrastructure buildout as a significant new inflationary driver. Supply shortages for AI chips and components are creating pricing power for semiconductor companies, but this persistent inflation could prompt rate hikes that threaten the expensive stock market and slow the AI data center expansion.

Axe note: AI infrastructure is driving a new inflation wave with serious implications for Fed policy and the JSE.

2026-07-18 07:35 • The Motley Fool Positive Axe Cap view: Selective CVX

Geopolitical tensions in Eastern Europe and the Middle East are squeezing global oil supply, creating elevated crude prices and a fundamental market shift. High-quality oil companies with low breakeven costs, diversified operations, and strong shareholder returns are positioned to benefit. ExxonMobil and Chevron are highlighted as top picks for investors seeking inflation hedges and wealth generation through dividends and capital appreciation.

Axe note: Global oil supply is tightening, lifting prices and reshaping the outlook for energy stocks and the rand.

2026-07-18 06:30 • The Motley Fool Negative Axe Cap view: Neutral MSFT BRK.A BRK.B

Warren Buffett announced plans to dispose of all his Berkshire Hathaway shares within approximately eight years, accelerating his previous pledge to gradually give away his stock to philanthropic foundations. His remaining shares will be donated to four foundations, including three run by his children and one dedicated to his late wife. Buffett also halted his annual donations to the Gates Foundation due to concerns about Microsoft founder Bill Gates' interactions with disgraced financier Jeffrey Epstein.

Axe note: Warren Buffett is accelerating his plan to give away Berkshire Hathaway shares, signaling philanthropy, not distress.

2026-07-18 05:10 • The Motley Fool Positive Axe Cap view: Selective SNDK MU NVDA

Despite Sandisk's 580% rally in 2026, analyst recommends three chip stocks as smart buys: Sandisk, Micron Technology, and Nvidia. The memory chip shortage is expected to persist beyond 2027, benefiting memory producers. Nvidia trades at an unusually low 23.7x forward P/E ratio despite 85% revenue growth and expected 42% growth in 2027, presenting a potential undervaluation opportunity.

Axe note: After Sandisk’s explosive gains, consider local angles on the global chip shortage story.

2026-07-18 04:19 • The Motley Fool Positive Axe Cap view: Selective BRK.A BRK.B SSUMY MARUY

Under new CEO Greg Abel, Berkshire Hathaway has increased its stakes in three Japanese trading houses—Mitsubishi, Sumitomo, and Marubeni—during Q2 2026. Berkshire's combined five trading house positions, worth $35.4 billion (up from $23.5 billion a year prior), generate $862 million in annual dividends and are funded with cheap yen-denominated debt at 1.2% interest, creating an attractive 5.6% yield on original cost.

Axe note: Greg Abel’s Japan move shows smart capital allocation, but South African exposure is limited.

2026-07-18 03:35 • The Motley Fool Positive Axe Cap view: Selective PEP MCD PG

The article discusses three undervalued dividend stocks suitable for long-term buy-and-hold investing strategies. It emphasizes that investing in dividend stocks is an excellent way to generate passive income and requires a different mindset compared to short-term trading.

Axe note: A look at three undervalued dividend stocks offering steady income and growth, suitable for long-term investors.

2026-07-18 03:34 • The Motley Fool Positive Axe Cap view: Selective PYPL

PayPal is reportedly up for sale with Stripe and Advent International bidding $60.50 per share. The acquisition offer has caused PayPal stock to surge 17%, though some investors like Michael Burry argue the bid is too low. The real prize in the deal is considered to be Venmo, PayPal's popular payment platform.

Axe note: PayPal’s takeover talks have lit a fire under its shares, but how should we interpret this from a South African perspective?

2026-07-18 03:34 • The Motley Fool Neutral Axe Cap view: Neutral LCID

Lucid Group stock surged 29% after the company strongly refuted rumors of bankruptcy and take-private discussions. The EV manufacturer's stock jumped from initial concerns, though the company is undergoing another restructuring effort.

Axe note: Lucid’s shares jumped on bankruptcy denial, but restructuring questions remain.

2026-07-18 03:32 • The Motley Fool Negative Axe Cap view: Bearish SPCX

SpaceX stock (SPCX) has experienced a significant drop, falling 5.43% to $123.99 as of July 17, 2026. The article discusses whether this decline presents a buying opportunity for investors, with the stock dropping below its IPO price following a delayed Starship launch.

Axe note: SpaceX’s dip underscores why SA investors should avoid chasing US tech IPOs with weak South African links.

2026-07-18 02:15 • The Motley Fool Positive Axe Cap view: Selective ASTS T TBB TPA TPC VZ

AST SpaceMobile is preparing to launch commercial satellite-based broadband services in early 2027, differentiating itself from Starlink through partnerships with major telecom providers like AT&T and Verizon. The company generated $15M in Q1 2026 revenue and projects $1B annual revenue post-launch, but faces execution risks. The stock has declined nearly 60% from recent highs, making it suitable only for aggressive investors willing to wait for proof of commercial viability.

Axe note: AST SpaceMobile’s planned commercial launch in 2027 offers growth but comes with steep execution risks and a volatile share price.