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2026-10-24 12:45 • The Motley Fool Positive Axe Cap view: Selective

Rivian surged to No. 2 in U.S. EV registrations in August, driven not only by its newly launched R2 but also by strong growth in its Amazon electric vans, which jumped 87% year-over-year. While the broader EV market declined 36%, Rivian's overall registrations grew 33%, positioning it well ahead of competitors as production ramps accelerate.

Axe note: Rivian’s sharp rise in electric vehicle registrations bucks a down U.S. EV market, driven by both consumer models and Amazon’s growing electric van fleet.

2026-10-24 12:26 • The Motley Fool Neutral Axe Cap view: Selective

MP Materials has shown strong commercialization progress with 41% year-over-year growth in NdPr production and announced major shipments to General Motors and Apple. However, at a $6.82B valuation, the stock is unlikely to be a 'millionaire maker.' While growth investors may consider it a speculative buy ahead of November 5 earnings, execution risks persist and any production hiccups could trigger pullbacks.

Axe note: MP Materials is growing fast with big-name customers, but lofty valuation and execution risks temper the story.

2026-10-24 12:15 • The Motley Fool Positive Axe Cap view: Selective

Chevron is taking a $3-4 billion write-off on its Hess Midstream deal as part of portfolio integration following its 2025 Hess acquisition. Despite the near-term cost, the deal is expected to reduce Chevron's midstream costs in the Bakken region by up to 50%, positioning the company for long-term profitability. With a strong balance sheet, 38 consecutive years of dividend increases, and a 3.1% yield, Chevron remains an attractive buy-and-hold energy stock for dividend investors.

Axe note: Chevron’s costly Hess Midstream integration signals long-term savings but tests investor patience today.