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2026-10-13 13:37 • The Motley Fool Negative Axe Cap view: Selective

SpaceX plans to borrow $40 billion to purchase Nvidia chips for AI infrastructure, which would double its existing debt. Bond investors are concerned about the company's ability to repay, as evidenced by a 76% surge in credit default swap prices since June. Despite having $100 billion in cash on hand from its recent IPO, SpaceX is burning through funds rapidly, raising questions about whether the company can compete in the AI space.

Axe note: SpaceX’s plan to double its debt to fund AI infrastructure is unsettling bond markets and offers a relevant warning for South African investors eyeing high-growth sectors.

2026-10-13 13:30 • The Motley Fool Positive Axe Cap view: Selective

Despite bond ETF prices declining due to rising Treasury yields (now at 24-year highs), the article argues this may present a buying opportunity. High current yields allow investors to lock in attractive income rates, potentially offering value similar to buying stocks after price pullbacks. With yields around 5.3% on 10-year Treasuries, bond ETFs could help investors outpace inflation better than equity dividends.

Axe note: Higher US Treasury yields have hit bond ETF prices but may signal a buying chance for steady income.

2026-10-13 13:29 • The Motley Fool Positive Axe Cap view: Selective

CrowdStrike and Okta are compared as cybersecurity investments for 2026. CrowdStrike posted record quarterly results with 21.7% revenue growth but reported widening net losses. Okta achieved profitability with 11.8% revenue growth and record bookings. The article recommends CrowdStrike due to faster growth and expanding AI-driven addressable market, though both companies are considered worth owning.

Axe note: Despite Okta’s profitability milestone, CrowdStrike’s faster growth and AI-driven market expansion make it the preferred investment for 2026.