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2026-09-03 01:28 • The Motley Fool Positive Axe Cap view: Selective AMZN UBER GOOG GOOGL GOOGM GOOGN LYFT DASH

The article compares Amazon and Uber as high-growth tech investments for 2026. Amazon dominates e-commerce and cloud computing with $716.9B revenue and 10.8% net margin, while Uber has transitioned to profitability with $52B revenue and 19.3% net margin. Both companies are investing in autonomous vehicles, with Amazon's Zoox partnering with Uber's platform. The author recommends Uber as the better buy due to its lower valuation (P/E 17.2x vs 23.9x) and leadership position in global AV ride-hailing, though Amazon remains a solid portfolio addition given AWS's strong 37% YoY growth.

Axe note: Uber’s profit turnaround and valuation edge make it a more compelling bet than Amazon for growth investors eyeing 2026.

2026-09-03 01:15 • The Motley Fool Positive Axe Cap view: Selective FIG CRM PLTR ADBE

Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.

Axe note: Figma’s 48% revenue growth highlights renewed confidence in software innovation, but South African investors need to watch local currency risks.

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.