Clear market notes built around the JSE, the rand, and what matters locally.

2026-08-01 03:33 • The Motley Fool Positive Axe Cap view: Selective

Amazon stock surged 15.3% on July 31, 2026, following a breakout earnings report showing its fastest revenue growth in five years at 20% ($167.7B). AWS delivered exceptional results with 37% revenue growth to $42.2B, its fastest rate in 18 quarters. The company's AI and chips businesses each exceeded $25B annual revenue run rates with triple-digit growth. Despite the strong performance, Q3 guidance of 9-12% growth suggests the current rate is not sustainable, partly due to Prime Day shifting from July to June.

Axe note: Amazon's recent surge spotlights fast cloud and AI growth but raises questions on sustainability.

2026-08-01 03:25 • The Motley Fool Positive Axe Cap view: Selective

The article examines whether United Parcel Service (UPS) is a good dividend stock for investors. With a 5.6% yield, UPS is highlighted as a potential investment opportunity. The author notes that management is demonstrating operational prudence despite challenging circumstances, suggesting investors can be pleased with the company's current direction.

Axe note: UPS offers a juicy dividend yield, but South African investors should tread carefully given limited local impact.

2026-08-01 03:24 • The Motley Fool Positive Axe Cap view: Selective

Coca-Cola shares are rising as the company demonstrates pricing power. The stock recently hit an all-time high following strong earnings results and raised full-year guidance, with analysts highlighting it as a solid dividend stock for investors.

Axe note: Despite global strength, Coca-Cola’s gains offer limited direct appeal for JSE investors.