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

2026-08-08 13:30 • The Motley Fool Positive Axe Cap view: Selective

Alphabet and Meta are pursuing divergent AI strategies as search and social media converge. While Alphabet holds a stronger current position, Meta's predictive AI strategy could pose a significant threat. The competition will likely be determined by factors including search intent, behavioral data, infrastructure spending, and user trust as both companies vie to become the internet's default digital brain.

Axe note: Alphabet's search supremacy currently leads, but Meta's AI innovation could disrupt the balance.

2026-08-08 12:30 • The Motley Fool Positive Axe Cap view: Selective

The article highlights three ultra-high-yield dividend stocks suitable for income-seeking investors: AGNC Investment (13.5%+ yield), Ares Capital (10% yield), and Western Midstream Partners (8% yield). All three companies have demonstrated stable or growing dividend payment histories, with strong financial positions supporting continued distributions despite higher risk profiles.

Axe note: Examining three US-listed high-yield dividend names and their relevance for income-seeking South African investors.

2026-08-08 12:30 • The Motley Fool Positive Axe Cap view: Selective

As classical chips face growing limitations, quantum computing represents the next frontier of enterprise computing. IonQ is highlighted as one path into quantum computing, but the broader quantum ecosystem—including hardware developers, cloud platforms, and cybersecurity providers—could offer greater rewards as the industry shifts beyond traditional AI chip dominance.

Axe note: Quantum computing edges closer, but South African investors should tread carefully and think ecosystem, not just IonQ.