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2026-10-25 22:10 • The Motley Fool Positive Axe Cap view: Selective

Meta's stock has declined 17% from recent peaks amid investor concerns about AI infrastructure spending, with the company forecasting $135-145 billion in capex. However, the article argues Meta remains a compelling buy given its strong advertising business, 3.6 billion daily active users across its platforms, successful AI product launches, and reasonable valuation at 21x forward earnings. The company's AI investments are expected to enhance user engagement and advertising effectiveness while opening new revenue streams through its Muse AI agent.

Axe note: Meta’s shares have dropped 17%, driven by fears over heavy AI spending, but its core ad business and AI rollout still make it interesting.

2026-10-25 22:02 • The Motley Fool Neutral Axe Cap view: Selective

The article examines whether Bitcoin can double in value during its next bull market cycle. While Bitcoin historically grew at a 37% compound annual growth rate from 2017-2026, JPMorgan Chase predicts a more modest 10% annualized growth over the next decade. At this projected rate, Bitcoin would reach approximately $112,000 over a typical three-year bull market cycle, falling short of doubling from its current $84,000 price. The analysis suggests Bitcoin's future growth will likely be significantly slower than its historical performance, potentially limiting its potential as a wealth-multiplying investment.

Axe note: Bitcoin’s potential to double in the next bull cycle looks limited compared to past runs, with modest growth likely ahead.

2026-10-25 21:43 • The Motley Fool Positive Axe Cap view: Selective

Corning's stock has plummeted 51% from its June peak of $255.69 to around $125, despite strong fundamentals with core earnings per share growing 30% year-over-year. The decline reflects a valuation correction after the stock reached 95x earnings following major partnerships with Nvidia and Amazon. At current valuations of 44x trailing and 29x forward earnings, the stock appears reasonably priced for a company growing earnings at 30%, with optical communications driving three-quarters of growth. The analyst suggests the sell-off warrants consideration ahead of Q3 earnings on October 27.

Axe note: After halving from June highs, Corning’s stock now trades at more reasonable multiples given its strong earnings growth and AI-linked partnerships.