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

2026-08-01 14:30 • The Motley Fool Positive Axe Cap view: Selective

The article compares AI stocks and space stocks as long-term investments. Palantir Technologies is highlighted as a company monetizing current AI demand with proven cash flow, while Rocket Lab represents the space sector's potential for enormous future growth. The comparison examines whether established profitability or moonshot upside offers stronger long-term investment opportunities.

Axe note: Choosing between AI companies with proven cash flow and space plays with moonshot upside.

2026-08-01 14:30 • The Motley Fool Positive Axe Cap view: Selective

The Vanguard High Dividend Yield ETF (VYM) has historically delivered a 9.32% annualized total return since 2006, outperforming non-dividend stocks. Based on historical performance, a $1,000 investment could grow to nearly $6,000 in 20 years through compounding, representing a ~500% total return. The ETF's broad diversification across 600+ stocks and low expense ratio make it suitable for long-term buy-and-hold investors seeking passive income.

Axe note: Vanguard's High Dividend Yield ETF shows solid history but how relevant is it for local investors?

2026-08-01 14:24 • The Motley Fool Positive Axe Cap view: Selective

GE Vernova (GEV), the energy division spun off from General Electric in April 2024, has surged over 700% from its all-time low of $122.46. The stock's strong performance is driven by rapid growth in its Power and Electrification segments, which benefit from AI, cloud, and data center demand. With projected revenue and EBITDA CAGRs of 17% and 60% respectively through 2028, analysts view it as a well-positioned play on the expanding AI market, though its 40x adjusted EBITDA valuation is premium.

Axe note: GE Vernova’s strong growth in energy and electrification highlights shifting tech and power demand dynamics, but local investors should weigh valuation and market links carefully.