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

2026-07-29 03:23 • The Motley Fool Positive Axe Cap view: Selective

Alphabet announced plans for massive data center investments in the coming year, signaling continued commitment to AI infrastructure. The company spent $45 billion on AI in the last quarter and plans to spend an additional $811 billion, demonstrating significant capital allocation toward artificial intelligence initiatives.

Axe note: Alphabet’s huge AI data center spend shows conviction, but local investors should watch USD/ZAR first.

2026-07-29 03:22 • The Motley Fool Positive Axe Cap view: Selective

The article discusses four stocks with potential to quadruple investor returns over a four-year period, targeting investors with higher risk tolerance seeking significant upside growth opportunities.

Axe note: High-risk stocks with big upside potential could reward patient investors willing to weather volatility.

2026-07-29 02:30 • The Motley Fool Positive Axe Cap view: Selective

Sanofi, a French pharmaceutical company, is recommended as a promising dividend stock with a 5.6% yield that approaches 11% when including stock buybacks. The company is growing well with its flagship drug Dupixent showing 31% year-over-year sales growth, and the stock trades at an attractive valuation with a forward P/E ratio of 9, well below its five-year average.

Axe note: Sanofi offers a rare global dividend yield near 6%, boosted by solid sales growth in immunology and attractive valuation.