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2026-09-28 14:28 • The Motley Fool Mixed Axe Cap view: Selective

Moderna's stock has surged over 550% in 2026 following positive Phase 3 trial results for intismeran, a personalized cancer vaccine developed with Merck for melanoma treatment. Despite the excitement and analyst upgrades, the author argues the stock is overvalued at current levels (~$200), with consensus price targets around $77, and cautions against buying at these valuations.

Axe note: Moderna’s stock price surged 550% in 2026 on promising cancer vaccine data but looks dangerously overpriced at current levels.

2026-09-28 14:27 • The Motley Fool Positive Axe Cap view: Selective

With inflation rising to 3.4% in August and potentially climbing further, two actively managed ETFs are positioned to outperform during inflationary periods: the Avantis Inflation Focused ETF (AVIE), which invests in inflation-correlated sectors like energy and healthcare, and the VanEck Real Assets ETF (RAAX), which focuses on commodities and real assets. Both have demonstrated strong performance when inflation spikes, though they underperform during bull markets.

Axe note: Inflation is climbing, and these ETFs have historically shielded portfolios when prices rise.

2026-09-28 13:30 • The Motley Fool Mixed Axe Cap view: Bearish

QuantumScape's solid-state lithium battery technology promised a 20-25% boost in EV driving range, but the company has fallen significantly behind competitors in commercialization. With competitors like BYD, Toyota, and Nissan advancing faster to market, QuantumScape faces a challenging path forward. The company is burning ~$100 million quarterly with only $900 million in cash reserves, and Volkswagen's postponement of a $7 billion battery plant investment until 2029 further complicates its prospects.

Axe note: QuantumScape trails established EV players and risks running out of cash before catching up.