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

3 Stocks With the Most Upside by the End of 2026

2026-07-30 20:30 • The Motley Fool Positive Axe Cap view: Selective

The article identifies three stocks with significant upside potential by end of 2026: CRISPR Therapeutics, expected to generate $40M in revenue this year and $160M+ next year as its Casgevy treatment gains traction; Microsoft, trading 40% below analyst price targets as management addresses cloud/AI business challenges; and Recursion Pharmaceuticals, an AI-driven drug discovery platform trading over 100% below analyst consensus with multiple developmental milestones approaching.

Axe note: Gene editing, cloud restructuring, and AI drug discovery offer tangible growth stories worth watching.

Robinhood Is Now Making More Money From Prediction Markets Than Crypto Trading. Here's What That Means For Crypto Investors

2026-07-30 20:15 • The Motley Fool Neutral Axe Cap view: Selective

Robinhood's event-based contracts revenue surged to $156 million in Q2 2026, surpassing crypto trading revenue of $100 million for the first time. The decline in crypto revenue reflects ongoing crypto winter, with Bitcoin down 26% year-to-date. However, Robinhood's new blockchain products, including Robinhood Chain and Robinhood Earn stablecoin, show strong underlying demand for blockchain technology despite weak crypto asset prices.

Axe note: Robinhood’s shift from crypto trading to prediction markets signals broader challenges and opportunities for blockchain in South Africa.

Johnson & Johnson Just Got FDA Clearance for Its Surgical Robot, Hiked Its Dividend for the 64th Time, and Is Targeting $100 Billion in Revenue. But Here's What Investors Should Be Most Excited About

2026-07-30 20:15 • The Motley Fool Positive Axe Cap view: Selective

Johnson & Johnson is experiencing strong performance with stock up 28% YTD, driven by FDA clearance for its Ottava surgical robot, 64 consecutive years of dividend increases, and $100 billion revenue target. Most significantly, the company reached a proposed $5.5 billion settlement to resolve thousands of talc-related lawsuits, potentially eliminating a major legal risk. The company maintains resilience through diversified products and continues innovation with new drug approvals.

Axe note: JNJ’s strong run is supported by legal clarity and steady dividends, not just shiny new tech.

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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