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

2026-10-25 20:45 • The Motley Fool Positive Axe Cap view: Selective

The article recommends a diversified basket of three quantum computing stocks with varying risk levels: IonQ (aggressive pure-play quantum computing company launching a 256-qubit system), Alphabet (moderately aggressive with its Willow quantum chip and self-funded development), and Nvidia (conservative approach focusing on hybrid quantum-classical computing through GPUs and NVQLink). Industry timelines for viable quantum computing have accelerated from 2030 to 2029.

Axe note: Quantum computing may still feel distant, but selective exposure now can pay off, especially via global tech giants with a South African angle.

2026-10-25 20:30 • The Motley Fool Positive Axe Cap view: Selective

The article recommends five insurance stocks with strong dividend growth track records: Aflac (45 years of consecutive increases), Chubb (33 years), Cincinnati Financial (66 years), Old Republic (46 years), and Travelers Companies (22 years). These insurers profit from underwriting and investing premiums (float), enabling consistent dividend raises. Each stock offers modest to moderate dividend yields but has demonstrated strong historical growth potential.

Axe note: US insurers show steady dividend growth; here’s what it means for SA investors and the JSE.

2026-10-25 20:10 • The Motley Fool Positive Axe Cap view: Selective

VeriSign reported record domain registrations of 13.1 million in Q3 2026, with domain base reaching 183 million names. The company raised full-year growth guidance to 6.5-7% driven by AI-accelerated website creation. Key growth catalysts include the upcoming .web launch in early 2027 with flexible pricing, and the new VeriSign Informed security credential service launching in H1 2027. The company returned $1.14 billion to shareholders over twelve months.

Axe note: VeriSign’s strong domain growth and new services hint at steady global internet infrastructure demand, affecting USD/ZAR and tech sentiment.