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2026-10-26 20:00 • The Motley Fool Positive Axe Cap view: Selective

Verizon is experiencing accelerating growth with strong Q3 results, adding 406,000 postpaid phone customers (820% YoY increase) and raising full-year guidance for the third consecutive quarter. Trading at 8.5x earnings with a 6.5% dividend yield, the stock appears undervalued. New AI infrastructure partnerships with Amazon and Google provide additional growth drivers. The analyst rates it a buy, projecting roughly 10% annualized returns, though risks include potential competition from SpaceX.

Axe note: Verizon’s strong customer gains and AI partnerships make it a tempting dividend stock despite competitive risks.

2026-10-26 19:58 • The Motley Fool Positive Axe Cap view: Neutral

IBM's core business remains stable with Q3 revenue up 5% to $17.1B and software revenue climbing 8%, but the company's quantum computing ambitions are viewed as the primary growth catalyst. IBM is developing fault-tolerant quantum computers using qLDPC error-correcting codes and has signed 16 enterprise quantum agreements this year. With a forward P/E of 19, the stock is valued at market multiples, and analysts view it as a good addition to a broader quantum computing portfolio.

Axe note: IBM’s steady results hide its biggest potential upside: quantum computing, which remains a speculative bet.

2026-10-26 19:57 • The Motley Fool Positive Axe Cap view: Neutral

AI company Anthropic filed for its IPO on Nasdaq under ticker ANT with an unconventional five-class share structure that keeps founders in control while handing board majority to an independent AI safety trust. Public investors gain financial exposure but no governance power, unlike typical tech IPOs where founders use super-voting shares to maintain control.

Axe note: Anthropic’s IPO keeps founders in charge through a unique voting setup, sidelining public investors from governance.