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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

1 Reason Lowe's May Be a Smarter Buy Than Home Depot Before Aug. 19
2026-08-10 10:30 The Motley Fool Positive Axe Cap view: Selective

Both Lowe's and Home Depot have underperformed the market due to macroeconomic headwinds including elevated interest rates and inflation. However, Lowe's presents a better buying opportunity as it trades at a 26% valuation discount to Home Depot (forward P/E of 16.5 vs 22.3), despite demonstrating faster earnings growth from fiscal 2020-2025 and comparable future growth expectations.

Axe note: Lowe's trades cheaper than Home Depot but shows faster earnings growth, making it an interesting value play for cautious investors.

3 Stocks to Buy and Hold Even If There's a Stock Market Sell-Off in August
2026-08-10 10:22 The Motley Fool Positive Axe Cap view: Selective

The article recommends three stocks as buy-and-hold investments that can weather market volatility: Costco, an all-weather retailer with consistent growth; Royal Caribbean, a cruise operator with strong demand and healthy margins; and Sirius XM, a satellite radio company with improving earnings and a solid dividend yield.

Axe note: Even if markets shake, these stocks offer stability and income in uncertain times.

The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It
2026-08-10 10:15 The Motley Fool Positive Axe Cap view: Selective

While AI data center power demand dominates headlines, Bloom Energy is capitalizing on an overlooked opportunity: providing rapidly deployable fuel cell power solutions to AI hardware manufacturers and advanced manufacturing facilities. With ~250 MW of contracted capacity for AI infrastructure companies and major partnerships with Oracle ($2.8 GW) and Brookfield Asset Management ($25 billion), Bloom is positioning itself as the standard for on-site power in the broader AI infrastructure ecosystem beyond just data centers.

Axe note: Fuel cell power solutions could become a key enabler for AI infrastructure globally, with limited local exposure but notable FX and sector implications.

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