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2026-10-01 23:30 • The Motley Fool Positive Axe Cap view: Selective

While industrial stocks are currently trading at premium valuations due to AI infrastructure investments, two non-AI-benefiting industrial stocks—Waste Management and Canadian Pacific Kansas City—are positioned as attractive buying opportunities during a future market downturn. Both have demonstrated strong historical returns post-crash and offer defensive characteristics with steady growth potential.

Axe note: Two non-tech industrial stocks may offer solid buying opportunities if markets tumble.

2026-10-01 23:20 • The Motley Fool Mixed Axe Cap view: Selective

GE Aerospace and SpaceX represent contrasting investment profiles in the aerospace sector. GE Aerospace demonstrates strong profitability with a 19% net margin and $7.3B free cash flow, trading at a reasonable 39.5x forward P/E ratio with steady growth expected. SpaceX shows explosive revenue growth (33% YoY) but faces significant challenges with a -26.4% net margin, -$14B free cash flow, and an extremely high 200x forward P/E valuation. The article recommends GE Aerospace as the more prudent long-term investment due to its established market position, profitability, and government support, while cautioning that SpaceX remains a high-risk, high-growth speculation.

Axe note: GE Aerospace’s strong cash flow and profitability make it a safer bet than SpaceX’s speculative growth prospects.

2026-10-01 23:11 • The Motley Fool Positive Axe Cap view: Selective

Thomson Reuters stock rose 2.09% after the company closed the sale of a 51% stake in its global print unit to KKR-advised capital accounts for approximately $500 million. The newly formed Westbridge Print will operate as a joint venture, allowing Thomson Reuters to focus on next-generation AI solutions for tax, audit, compliance, and legal sectors.

Axe note: Selling its print business to KKR lets Thomson Reuters pivot firmly towards AI-driven services.