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2026-10-24 16:20 • The Motley Fool Positive Axe Cap view: Selective

SAP announced Q3 2026 quarterly revenue surpassed 10 billion euros for the first time, driven by a 26% increase in cloud backlog to 24.1 billion euros. The company is leveraging AI to accelerate cloud migration through its RISE with SAP program while intentionally reducing services revenue to prioritize higher-margin cloud subscriptions. SAP's data privacy commitments, which keep customer data isolated from public AI models, provide a competitive advantage for risk-averse enterprise clients adopting AI automation.

Axe note: SAP’s growing cloud revenue and AI focus highlight trends worth watching for South African tech exposure.

2026-10-24 16:15 • The Motley Fool Positive Axe Cap view: Selective

The article argues that Planet Labs and Oklo, two emerging companies, could surpass IonQ's current $12.5 billion valuation by 2031. Planet Labs operates 100+ satellites with strong revenue growth (58% last quarter) and a $815 million backlog, while Oklo develops small nuclear reactors with planned operations starting in 2028 and a major Meta contract. Both companies have clearer paths to profitability than IonQ, which depends on uncertain quantum computing commercialization timelines.

Axe note: Planet Labs and Oklo have tangible business momentum that could outpace IonQ's uncertain quantum tech progress.

2026-10-24 16:13 • The Motley Fool Positive Axe Cap view: Selective

Hasbro stock surged 18.9% this week following a strong Q3 earnings report with revenue of $1.60 billion (beating estimates of $1.48 billion) and adjusted EPS of $2.90 (vs. expected $1.86). Magic: The Gathering drove growth with revenue jumping 34% year-over-year to exceed $600 million for the first time. Management raised full-year revenue guidance to 7%-9% growth and doubled share repurchase targets to $400 million, reflecting strong cash flow and a successful shift toward higher-margin digital and tabletop gaming.

Axe note: Hasbro jumps after strong earnings, driven by Magic: The Gathering’s exceptional growth and an upbeat outlook.