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

2026-10-01 10:30 • The Motley Fool Positive Axe Cap view: Selective

NuScale Power, a small modular reactor developer, has seen its stock fall 45% in 2026 despite analyst optimism. With a median price target of $11 (40.5% upside from $7.83), a $1,000 investment could reach ~$1,405 by September 2027. However, the wide analyst range ($6-$20 targets) reflects significant uncertainty, as NuScale has no commercial operations and won't deploy reactors until 2030. The stock suits only aggressive, speculative investors or those diversifying across multiple nuclear energy companies.

Axe note: NuScale Power’s promising yet unproven nuclear tech offers big upside—and big risk.

2026-10-01 10:15 • The Motley Fool Positive Axe Cap view: Selective

Despite concerns about a potential stock market crash driven by weak consumer spending, Fed rate hikes, and AI bubble risks, historical data shows a 95% probability the market will rise in the 12 months following midterm elections. The author recommends dollar-cost averaging into broad index ETFs rather than attempting to time the market.

Axe note: Historical patterns and local factors suggest no rushing to sell on crash fears right now.

2026-10-01 10:14 • The Motley Fool Positive Axe Cap view: Selective

SoFi Technologies stock has declined 39% in 2026 and trades 50% below its peak, but the article argues this presents a buying opportunity. The fintech company demonstrates impressive growth with 41% revenue increase and 65% net income growth year-over-year. Its deposit base has surged 1,585% since obtaining its national bank charter in 2022, reaching $45.5 billion, which fuels loan originations now at $47.9 billion. However, investors should be aware of credit risks associated with rapid lending growth and potential recession impacts on borrower defaults.

Axe note: SoFi’s impressive growth looks tempting, but South African investors need to weigh US fintech risks against local currency impact.