Axe Capital Investments

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

3 Lesser Discussed Stocks That Offer Meaningful AI Exposure

2026-09-01 23:52 • Zacks Investment Research Positive Axe Cap view: Selective

While NVIDIA dominates AI discussions, investors can gain exposure to AI trends through alternative companies. Innodata (INOD) prepares data for AI models with 58% revenue growth, Applied Optoelectronics (AAOI) produces high-speed optical networking with 86% revenue growth, and Celestica (CLS) supplies infrastructure to hyperscale customers with 62% revenue growth and a Zacks Rank #1 rating.

Axe note: Three lesser-known US companies are posting strong AI-driven growth, offering alternative routes for investors focused on AI themes.

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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