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2026-07-30 18:08 • The Motley Fool Mixed Axe Cap view: Selective

AI stocks experienced a significant sell-off, but the article argues that the market's reaction doesn't align with underlying fundamentals. The author suggests these stocks are positioned to bounce back from the recent decline.

Axe note: AI stocks have taken a hit, but not all are doomed; some look poised for a recovery.

2026-07-30 18:05 • The Motley Fool Negative Axe Cap view: Selective

SoFi Technologies reported record growth and profitability, with tangible book value growing 80% year-over-year. However, the stock fell approximately 9-10% following the earnings announcement, frustrating shareholders. The article questions whether SoFi still deserves a place in investors' portfolios despite strong financial results.

Axe note: Strong US fintech growth met with a shrug, but South African banks remain the safer play.

2026-07-30 18:05 • The Motley Fool Positive Axe Cap view: Neutral

NuScale Power stock surged 12% today, recovering from an 11% decline, driven by investor optimism following the Department of Energy's announcement of a $100 billion data center campus in Kentucky. Although the project will use natural gas power, investors view it as a signal of Trump Administration support for data center development on federal lands, which could benefit NuScale's small modular reactors (SMRs) as a solution for AI computing power demands.

Axe note: NuScale Power’s jump reflects US government tech ambitions, but South African investors should stay cautious.