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2026-08-11 02:08 • The Motley Fool Positive Axe Cap view: Selective

TPG Mortgage Investment Trust (MITT) reported Q2 2026 earnings with book value of $10.00 per share and EAD of $0.24 per share, fully covering its dividend. The company announced a definitive agreement to acquire Cherry Hill Mortgage Investment Corporation, expected to increase market capitalization by 36% and create a $750 million equity capital base. Management projects $7-9 million in annual cost synergies and approximately $0.20 in incremental annual EAD per share from resolving legacy commercial loans. The company continues to focus on home equity and non-agency residential mortgage strategies, with plans for over $1.25 billion in securitizations in Q3.

Axe note: MITT's move to acquire Cherry Hill could reshuffle mortgage investment dynamics, with a nod for rand-sensitive investors.

2026-08-11 00:30 • The Motley Fool Positive Axe Cap view: Selective

TSMC and ASML are identified as two of the best long-term semiconductor stocks due to their dominant market positions. TSMC controls 73% of the foundry market and 90% of advanced AI chips, while ASML dominates with 90% market share in lithography and 100% in extreme ultraviolet equipment. The article recommends both stocks but slightly favors TSMC due to its lower valuation (36x earnings vs. ASML's 56x) and more diversified customer base.

Axe note: Between TSMC and ASML, TSMC looks like the safer semiconductor play with better valuation and broader market reach.

2026-08-11 00:05 • The Motley Fool Positive Axe Cap view: Selective

Oklo reported its first-ever quarterly revenue of $1.21 million and achieved first criticality on its Groves test reactor, causing the stock to surge 14%. While the company has $3 billion in liquidity and operates three promising businesses (small nuclear reactors, fuel fabrication/recycling, and isotopes), concerns remain about its pre-commercial status and extremely high valuation of over 1,700x sales. The company faces significant commercialization challenges before its ambitious growth projections can be validated.

Axe note: Oklo’s early milestones spark excitement but sky-high valuation and pre-commercial risks caution patience.