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2026-09-02 19:24 • The Motley Fool Positive Axe Cap view: Neutral

AST SpaceMobile stock surged 13% on September 2, 2026, after Berenberg initiated coverage with a Buy rating and set a $92 price target, implying 51% upside. The bank believes AST can build a profitable satellite network using a direct-to-device model complementary to terrestrial carriers like Verizon and AT&T. However, the company faces significant execution risk with a $230.9 million net loss last quarter, despite $31.5 million in revenue, and carries $3 billion in long-term debt against $2.7 billion in cash.

Axe note: AST SpaceMobile jumps 13% on analyst optimism despite heavy losses and execution risks.

2026-09-02 19:10 • The Motley Fool Mixed Axe Cap view: Selective

BioNTech stock has underperformed significantly, losing 70% over five years as COVID-19 vaccine sales declined. However, the company's mRNA platform is gaining renewed investor interest following Moderna and Merck's successful cancer vaccine trial. BioNTech's diverse pipeline of oncology candidates, including BNT113, BNT116, and pumitamig, could drive future growth, though clinical setbacks remain a risk. The stock appears somewhat attractive but is not a guaranteed buy given its $25.4B valuation and lack of consistent profitability.

Axe note: BioNTech’s mRNA cancer pipeline shines, but valuation and risks argue for caution on the JSE.

2026-09-02 18:47 • Zacks Investment Research Positive Axe Cap view: Selective

AMD, Cisco, and HUMAIN have launched MI355X-based AI systems in Saudi Arabia and plan to deploy up to 250 MW of new AI infrastructure starting in 2027, targeting 1 GW by 2030. AMD expects server revenues to grow over 70% in 2027, but faces intense competition from NVIDIA's dominant market position and Broadcom's growing custom AI accelerator business. AMD stock is trading at a premium valuation with a Zacks Rank #3 (Hold) rating.

Axe note: AMD’s Saudi Arabia AI infrastructure deal is impressive but Nvidia’s grip and Broadcom’s momentum mean it’s no walk in the park.