Axe Capital Investments

Clear market notes built around the JSE, the rand, and what matters locally.

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

What you will find here:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest market stories

Nvidia CEO Jensen Huang Said the Semiconductor Industry Could Grow to $7.9 Trillion to Support the Agentic AI Boom. Here Are 2 Stocks That Could Benefit

2026-08-04 05:30 • The Motley Fool Positive Axe Cap view: Selective

Nvidia CEO Jensen Huang predicts the semiconductor industry could grow 10x to $7.9 trillion over the next decade to support agentic AI systems. The article highlights Nvidia and Micron Technology as two stocks positioned to benefit from this expansion, citing their strong financial performance, market leadership, and attractive valuations.

Axe note: Nvidia’s bullish forecast on semiconductors signals opportunities, but South African exposure is limited and calls for currency play.

Berkshire Hathaway Has Invested $23 Billion in This Stock Since Greg Abel Took Over as CEO. History Says There May Be More to Come

2026-08-04 04:30 • The Motley Fool Positive Axe Cap view: Selective

Since becoming CEO, Greg Abel has overseen Berkshire Hathaway's $23 billion investment in Alphabet stock, making it one of the conglomerate's five largest holdings. Based on historical patterns of high-conviction investing in companies like Apple and Visa, Berkshire may continue buying Alphabet shares. The investment is supported by Alphabet's strong Q2 financial results, robust cloud business growth, competitive advantages, and attractive valuation at 18.1x forward earnings compared to the tech sector average of 20x.

Axe note: Berkshire Hathaway's $23 billion buy into Alphabet signals confidence in tech growth, offering lessons for local investors watching USD/ZAR.

Why Newell Brands Stock Keeps Rising

2026-08-04 03:24 • The Motley Fool Positive Axe Cap view: Selective

Newell Brands (NWL) stock surged 13.57% following strong second-quarter results showing 3% year-over-year sales growth—the first positive growth in over four years. The company's adjusted operating income jumped 56% and EPS climbed 75%, boosted by tariff refunds and improved operational capabilities. Management raised full-year EPS guidance, and Canaccord Genuity increased its price target from $9 to $11, suggesting potential 70%+ gains ahead.

Axe note: Newell Brands posts first sales growth in years, pushing shares up 13%, but South African investors should watch the USD/ZAR reaction.

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What we follow

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

JSE and rand