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2026-10-23 20:00 • The Motley Fool Mixed Axe Cap view: Selective

SpaceX has acquired spectrum to build a terrestrial wireless network alongside its Starlink satellite service, causing telecom stocks like Verizon to drop ~10%. While the move signals SpaceX's intent to enter the wireless market, analysts debate whether satellite-based wireless can truly compete with established terrestrial networks. The initiative would require $10+ billion in capex and faces significant physics challenges. Meanwhile, PepsiCo reports margin pressures as commodity costs rise faster than pricing power allows, and investors debate whether recent market gains are too concentrated in AI-related stocks.

Axe note: SpaceX’s wireless ambitions rattle traditional telecoms, spotlighting challenges for SA’s local giants.

2026-10-23 19:45 • The Motley Fool Positive Axe Cap view: Selective

The article highlights two non-AI healthcare growth stocks worth holding for the next decade: Axsome Therapeutics, a biotech company with promising pipeline expansion including Auvelity's label expansion into Alzheimer's treatment, and Eli Lilly, which dominates the weight loss and diabetes markets with strong revenue and earnings growth. Both companies are positioned to deliver solid long-term returns through patent protection and diversified product pipelines.

Axe note: Two solid healthcare growth plays outside of AI that deserve attention over the next decade.

2026-10-23 19:44 • The Motley Fool Positive Axe Cap view: Selective

Boyd Gaming reported Q3 2026 results with 2% adjusted revenue growth and announced aggressive capital returns to shareholders. The company is reducing share count by 9.4% annually through $150 million quarterly buybacks while maintaining low leverage of 2.2x and funding major resort development in Norfolk, Virginia, scheduled for November 2027 opening.

Axe note: Strong cash flow and shareholder-friendly moves signal Boyd Gaming’s steady long-term potential.