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2026-09-03 10:30 • The Motley Fool Positive Axe Cap view: Selective

The article recommends three stocks positioned to benefit from the AI build-out: Alphabet, leveraging Google Cloud's 82% YoY revenue growth; Nvidia, the world's largest company by market cap with expected 70% revenue growth; and Micron Technology, capitalizing on surging memory chip demand with projected 85% revenue growth in fiscal 2027.

Axe note: AI's global surge looks promising, but South African investors should tread thoughtfully.

2026-09-03 10:27 • The Motley Fool Neutral Axe Cap view: Neutral

Netflix stock jumped 13% in August after hitting a 52-week low following disappointing July earnings. Despite concerns about slowing growth (revenue up 13% YoY but decelerating to guided 11% in Q3) and declining viewing hours per member, investors saw the stock as oversold. Management highlighted Netflix's massive growth runway with only 45% global household penetration and 7% addressable revenue market share, positioning it as a compelling buying opportunity.

Axe note: Netflix’s 13% jump in August reflects investor betting on a growth rebound despite disappointing earnings.

2026-09-03 10:26 • The Motley Fool Neutral Axe Cap view: Selective

The Metals Company (TMC) is pursuing deep-sea mining to help the U.S. secure critical minerals and reduce Chinese dependence. While the company targets 3 million wet tonnes of polymetallic nodules per year and projects significant long-term revenue potential ($369 billion), it remains in early stages awaiting NOAA regulatory approval. The analyst recommends caution until TMC proves it can successfully mine at commercial scale, citing high technical risks and lack of regulatory precedent.

Axe note: Deep-sea mining promises big yields, but don’t bet on The Metals Company just yet.