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2026-09-04 19:30 • The Motley Fool Positive Axe Cap view: Selective

A Motley Fool analyst predicts Taiwan Semiconductor (TSM) stock could surge 22% by the end of 2026, reaching a new all-time high. The prediction is based on expected $1.3 trillion in AI data center capital expenditures from major hyperscalers in 2027, which is not yet reflected in the stock price. TSM's dominant 70%+ market share in third-party foundry services positions it well to capitalize on this AI infrastructure growth.

Axe note: Taiwan Semiconductor looks set to benefit strongly from AI capex, with local currency risks shaping the actual returns for South African investors.

2026-09-04 19:29 • The Motley Fool Positive Axe Cap view: Selective

DigitalOcean's CFO Matt Steinfort sold 35,151 shares for approximately $3.8 million between September 1-3, 2026. Of these, 25,151 shares were sold to cover tax withholding obligations from RSU vesting, while 10,000 shares were sold under a pre-established Rule 10b5-1 trading plan. The CFO retains over 503,000 shares worth $55.1 million. The stock has surged 241% over the past year, driven by 29% sales growth in Q2 2026 to $281 million, boosted by AI demand.

Axe note: DigitalOcean's CFO sold shares after a strong run, signaling profit-taking but still backing the stock.

2026-09-04 19:29 • The Motley Fool Positive Axe Cap view: Selective

AST SpaceMobile and SpaceX compete in satellite connectivity but with different business models. AST SpaceMobile focuses on direct-to-device smartphone connectivity with partnerships from major telecom operators, while SpaceX leverages reusable rockets to scale its Starlink broadband service. Despite SpaceX's larger revenue base ($18.7B vs $70.9M) and established business, the article recommends AST SpaceMobile for 2026 due to strong telecom backing and clearer near-term profitability path, though both companies face significant cash burn and execution risks.

Axe note: AST SpaceMobile’s focused satellite strategy may offer clearer value than SpaceX’s sprawling ambitions for the next few years.