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2026-10-25 15:45 • The Motley Fool Neutral Axe Cap view: Selective

While SpaceX's business fundamentals are strong with recurring Starlink revenue, rapid AI growth, and substantial cash reserves, the article warns that the stock could still decline during a recession due to its extremely high valuation (64x price-to-sales ratio). Even if the company performs well operationally, investor sentiment shifts and reduced appetite for growth stocks could cause share prices to fall significantly.

Axe note: SpaceX’s solid fundamentals clash with its lofty valuation, risking share price falls despite operational growth.

2026-10-25 15:45 • The Motley Fool Positive Axe Cap view: Selective

Hess Midstream (HESM) has fallen 20% following Chevron's announcement to divest its stake, but analysts argue the market overreacted. Despite lower fees from Chevron in the Bakken Shale through 2033, the company offers a 10% dividend yield and benefits from a 40% reduction in share count, positioning it as a potential long-term wealth builder for patient investors.

Axe note: Hess Midstream’s 20% price slide after Chevron’s stake sale looks like an overreaction, offering income and growth potential.

2026-10-25 15:31 • The Motley Fool Positive Axe Cap view: Neutral

SpaceX reported strong Q3 2026 earnings with 161% revenue growth to $14.6 billion and a swing to $4.4 billion net income. Its AI segment (Super Intelligence) grew 830% year-over-year to $7.6 billion, while connectivity revenue rose 69% to $5.2 billion. However, the stock trades at a premium valuation (67x trailing sales), with massive capex requirements potentially doubling in Q4. The analyst recommends waiting for better entry points rather than buying at current levels.

Axe note: SpaceX's soaring revenues and AI growth impress, but valuation and capex caution urge patience.