Latest Market News

2026-09-03 00:15 • The Motley Fool Positive Axe Cap view: Selective REET

iShares Global REIT ETF (REET) emerges as the better choice for most investors, offering superior liquidity, lower expense ratio (0.14% vs 0.45%), and stronger 1-year performance (7.5% vs 11.2%). FlexShares Global Quality Real Estate Index Fund (GQRE) appeals primarily to income-focused investors with its higher dividend yield of 4.3% versus 3.4%, though it carries higher volatility and lower historical returns.

Axe note: iShares REET offers better liquidity and cost-efficiency for South African investors, while FlexShares GQRE targets income with higher yields but more risk.

2026-09-02 23:32 • The Motley Fool Neutral Axe Cap view: Selective SSRM ADP

SSR Mining stock surged over 5% on Wednesday following a weaker-than-expected jobs report from ADP, which cooled Fed rate hike concerns. Lower interest rate expectations boosted precious metals prices, benefiting gold and silver mining stocks. However, the author remains cautious, believing inflation pressures will likely lead to future rate increases that could pressure precious metals prices.

Axe note: Falling US rate hike expectations lifted mining shares, but local investors should watch inflation closely.

2026-09-02 23:10 • The Motley Fool Negative Axe Cap view: Selective EIX AMJB JPM JPMPC JPMPD JPMPJ JPMPK JPMPL JPMPM VYLD

Edison International (EIX) stock fell over 6% on Wednesday after JPMorgan analyst Aidan Kelly cut his price target from $82 to $61 per share. The decline was driven by California's legislature failing to vote on the Wildfire Liability Bill, which would have provided liability protections for utilities. This leaves Edison's subsidiary Southern California Edison vulnerable to multiple lawsuits related to the early 2025 Eaton fire.

Axe note: Edison’s stock fell sharply after California failed to shield utilities from wildfire lawsuits.

2026-09-02 23:01 • The Motley Fool Positive Axe Cap view: Selective AVGO GOOG GOOGL GOOGM GOOGN MRVL NVDA

Broadcom reported Q3 2026 revenue of $29.6 billion and adjusted EPS of $3.32, both beating Wall Street expectations, with AI chip sales more than tripling to $16.7 billion (up 221% YoY). However, the company's Q4 guidance of $34.8 billion fell slightly short of the $35.03 billion analyst consensus, causing investor concern despite the exceptional growth. The stock trades at a steep valuation with little room for error if AI-driven growth decelerates.

Axe note: Despite tripling AI chip sales, Broadcom’s modest Q4 revenue guidance fall raises flags for investors.

2026-09-02 22:38 • The Motley Fool Positive Axe Cap view: Selective VEEV CRM

Thomas D. Schwenger, President and Chief Customer Officer of Veeva Systems, sold 10,000 shares worth $2.8 million on August 27, 2026, under a pre-arranged Rule 10b5-1 trading plan. The sale should not alarm investors as Schwenger is departing the company on October 2, 2026, and the transaction was pre-planned for liquidity purposes rather than a market timing bet. Veeva has rebounded strongly with a 55% gain over six months following successful earnings beats and a successful transition to its own Vault CRM platform.

Axe note: Veeva’s president sold shares before leaving, but the company’s strong momentum remains intact.

2026-09-02 22:38 • The Motley Fool Positive Axe Cap view: Selective SNDK WDC

Sandisk has undergone a dramatic business transformation since separating from Western Digital in February 2025. Data center revenue now represents one-third of total quarterly revenue at $2.98 billion, up from just $213 million a year earlier. The company has signed 10 multiyear supply agreements (New Business Model) with eight customers representing a minimum of $93.9 billion in expected revenue with price floors and ceilings. Fiscal 2026 revenue surged 175% to $20.25 billion, driven primarily by higher pricing rather than volume growth, with gross margins reaching 84.6%. However, the stock has declined 35% from its 52-week high, suggesting the market has already priced in expectations of a significant memory pricing downturn.

Axe note: Sandisk’s shift to data center storage has driven massive revenue growth amid sky-high margins but raises questions on sustainability.

2026-09-02 22:20 • Zacks Investment Research Positive Axe Cap view: Selective ECO SHIP SBLK

Three shipping stocks—Okeanis Eco Tankers (ECO), Seanergy Maritime Holdings (SHIP), and Star Bulk Carriers (SBLK)—are highlighted as attractive income investments due to elevated freight rates, favorable supply-demand dynamics, and strong earnings. All three have earned Zacks Rank #1 (Strong Buy) ratings with impressive year-to-date returns and substantial dividend yields ranging from 7.8% to 14%.

Axe note: Three top-ranked shipping stocks offer strong dividends, yet SA investors should tread carefully given limited direct local linkage.