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

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

What you will find here:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest market stories

Eli Lilly Stock Barely Moved Following Viking Therapeutics' Impressive Clinical Results. Here's Why.
2026-09-29 21:30 • The Motley Fool Positive Axe Cap view: Selective

Viking Therapeutics released impressive clinical trial results for its weight-loss drug VK2735, showing 16-19% body weight loss and strong maintenance results. However, Eli Lilly's stock barely moved because the company has its own robust maintenance strategies (Foundayo and dose reduction approaches) and a deeper pipeline. While Viking could become a competitor in the growing weight-loss market, it still needs to confirm results in larger Phase 3 trials, and Eli Lilly remains the safer, more established choice.

Axe note: Viking Therapeutics impressed with new trial data, yet Eli Lilly’s share price barely budged.

CrowdStrike vs. UiPath: What Revenue Patterns Tell Investors About These High-Growth Tech Companies
2026-09-29 20:34 • The Motley Fool Mixed Axe Cap view: Selective

CrowdStrike demonstrates stronger revenue performance with consistent quarter-over-quarter growth, reaching $1.5 billion in Q2 2026, while UiPath shows more volatile revenue patterns with concerning growth deceleration from 13% to an estimated 8% year-over-year growth in Q3 2026. Both companies benefit from the AI boom, but CrowdStrike's cybersecurity solutions addressing AI-driven threats provide a stronger tailwind compared to UiPath's automation software.

Axe note: CrowdStrike’s solid revenue growth signals a stronger play in the AI-driven cybersecurity space versus UiPath's wobbling automation business.

My Top AI Power Stock to Buy Right Now (and It's Not Even Close)
2026-09-29 20:30 • The Motley Fool Positive Axe Cap view: Selective

GE Vernova, the spun-off energy division of General Electric, is positioned as a top AI power stock to buy. The company benefits from surging electricity demand at AI data centers, with its backlog growing 37% year-over-year to $176.3 billion. GE Vernova expects 20-22% revenue growth in 2026, with adjusted EBITDA margins expanding to 12-14% and free cash flow projected to triple to $11.5-12.5 billion. Trading at around $960 per share with a 25x forward EBITDA valuation, the stock appears reasonably valued given analysts expect 60% CAGR adjusted EBITDA growth through 2028.

Axe note: GE Vernova’s energy focus offers a clearer growth path than flashy chipmakers amid the AI surge.

What we follow

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

JSE and rand