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

2026-08-11 20:30 • The Motley Fool Positive Axe Cap view: Selective

The space logistics market is projected to grow at 19% CAGR through 2034. Three space stocks—SpaceX, Rocket Lab, and AST SpaceMobile—are highlighted as potential multibaggers that could turn $10,000 into $50,000 over the next decade, though all are considered speculative investments with significant growth potential as the industry expands.

Axe note: Three US-listed space stocks promise big gains, but South Africans should tread carefully given valuations and local market context.

2026-08-11 20:27 • The Motley Fool Positive Axe Cap view: Selective

The article compares AbbVie and CVS Health as healthcare investment options in 2026. AbbVie, a biopharmaceutical company with a $438B market cap, is recommended as the better choice due to its focused growth trajectory, strong drug pipeline (Skyrizi and Rinvoq), and attractive dividend yield. CVS Health, a diversified healthcare provider with a $122B market cap managing 37 million medical members, is acknowledged as a turnaround story showing stabilization but is considered less compelling than AbbVie's growth prospects.

Axe note: AbbVie’s focused drug growth outshines CVS’s turnaround but consider rand risks.

2026-08-11 20:24 • The Motley Fool Positive Axe Cap view: Selective

Palantir Technologies stock surged over 35% following a strong Q2 earnings report, with shares recovering year-to-date losses. The analyst predicts the stock will reach $220 before year-end, driven by the company's effective AI software solutions for commercial customers. Revenue grew 93% in Q2, with U.S. commercial revenue jumping 149%, and a Citi analyst raised the price target to $245, citing strengthening fundamentals.

Axe note: Palantir’s strong Q2 results and AI-driven growth make a compelling case for further upside.