Clear market notes built around the JSE, the rand, and what matters locally.

2026-10-01 21:37 • The Motley Fool Positive Axe Cap view: Selective

Amazon announced a 20-year nuclear power deal with Constellation Energy, investing $3 billion to expand an existing nuclear facility. This demonstrates that major AI companies are willing to work through traditional utility operators to scale regional power production, which is positive news for NuScale Power, a small modular reactor company targeting utility companies.

Axe note: Amazon’s long-term nuclear power deal with Constellation Energy shines a light on small modular reactors amid rising AI energy demands.

2026-10-01 21:30 • The Motley Fool Positive Axe Cap view: Selective

Walmart stock has declined 4.4% in 2026 due to consumer caution and higher fuel costs, but analysts project the stock could reach $130 (median target) within 12 months, potentially turning a $3,000 investment into $3,628. Despite current headwinds, Walmart's strong dividend history, revenue growth initiatives, and five-year outperformance suggest favorable long-term prospects.

Axe note: Walmart’s stock drop looks like a buying chance, but local investors should weigh currency and retail sector impacts carefully.

2026-10-01 21:15 • The Motley Fool Positive Axe Cap view: Selective

The article compares two quantum computing stocks, IonQ and D-Wave Quantum. IonQ demonstrates industry-leading precision with 99.99% 2-qubit gate fidelities and has a partnership with Nvidia, but faces massive operating losses and an extremely high P/S ratio of 65. D-Wave has achieved real-world applications through its quantum annealing technology and Leap cloud service, but revenue declined 67% year-over-year with a P/S ratio of 475. The author recommends IonQ as the relatively safer choice despite both stocks carrying significant risks and being overvalued.

Axe note: IonQ offers better potential than D-Wave despite hefty losses and valuations.