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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

Is Zillow (Z) Stock a Buy After Falling Nearly 13% in 1 Day?
2026-08-11 07:30 The Motley Fool Positive Axe Cap view: Selective

Zillow stock has declined 60% over the past year and dropped 13% in a single day in early August. While the real estate market is challenging and Google's expansion into real estate listings poses a threat, Zillow shows promise through AI implementation that increases user engagement and time spent on the platform. The company remains profitable despite headwinds, though investors should consider their risk tolerance and time horizon.

Axe note: Zillow’s shares fell sharply amid a tough US housing market and rising Google competition, despite promising AI-driven engagement.

Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.
2026-08-11 07:07 The Motley Fool Neutral Axe Cap view: Neutral

Intel Foundry achieved 31% revenue growth to $5.8 billion in Q2 2026, but posted a $2.1 billion operating loss. While the loss per revenue dollar improved significantly from 72 cents to 36 cents year-over-year, nearly 95% of foundry revenue still comes from Intel's internal operations rather than external customers. The unit aims for break-even in 2027, but the stock's valuation at 60x forward earnings assumes the foundry bet has already succeeded.

Axe note: Intel’s chip-making arm grew revenues 31% but posted a $2.1 billion loss in Q2, raising questions about its turnaround.

This High-Yield Pipeline Stock Could Pay You $700 a Year on a $10,000 Investment
2026-08-11 07:05 The Motley Fool Positive Axe Cap view: Selective

The Global X MLP ETF offers a 7% dividend yield, potentially generating $700 annually on a $10,000 investment. Rising demand for natural gas to power AI data centers is driving investment in Master Limited Partnerships (MLPs) and pipeline companies, with potential for both dividend income and capital appreciation as hyperscalers increase gas consumption.

Axe note: Rising global natural gas demand for AI data centers is boosting US pipeline stocks, but what does this mean for JSE investors?

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