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2026-10-06 19:30 • The Motley Fool Positive Axe Cap view: Selective

Amazon and Nebius Group represent two different cloud computing investment strategies. Amazon's AWS offers stable, profitable growth with a 37% YoY revenue increase and 39% operating margin, backed by $220 billion in data center spending. Nebius, a neocloud computing specialist, shows explosive 454% YoY growth but operates at a -30% operating margin while taking on significant debt. The article recommends a 75/25 portfolio split favoring Amazon for lower risk, while Nebius offers higher upside potential for risk-tolerant investors.

Axe note: A look at two cloud plays—stable AWS growth or high-risk, high-reward neocloud specialist Nebius.

2026-10-06 19:29 • The Motley Fool Positive Axe Cap view: Selective

Constellation Energy stock surged 12.31% after signing a comprehensive power deal with Alphabet. The agreement includes a 20-year, 890-MW power purchase agreement and a 15-year, 2,700-MW PPA to supply nuclear power to Alphabet's AI data centers in the PJM grid region. Constellation will invest $4.3 billion to expand nuclear capacity, while Alphabet will use Google Cloud's Gemini Enterprise to help optimize power production efficiency.

Axe note: Alphabet's massive long-term nuclear power deal with Constellation Energy shows the future of clean energy, with subtle lessons for South African energy investors.

2026-10-06 19:12 • The Motley Fool Positive Axe Cap view: Selective

Anthropic is on track to go public as early as November 2026, potentially beating OpenAI to Wall Street by over a year after OpenAI postponed its IPO to 2027 or later. However, the $100 billion Anthropic aims to raise would cover only 19% of its $518 billion in long-term infrastructure commitments. At a $2 trillion valuation, Anthropic would trade at 33x estimated 2026 sales, requiring the company to demonstrate that rapid revenue growth can translate into strong profitability.

Axe note: Anthropic aims to list before OpenAI, posing new challenges and opportunities in AI investment corridors.