Axe Capital Investments

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

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

Coverage focus:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest Finance Headlines

Warren Buffett's Hand-Picked Successor, Greg Abel, Has 30% of Berkshire Hathaway's Portfolio Invested in Apple and Alphabet. But There's an Under-the-Radar Berkshire Stock That Is My Top Pick for July.

2026-07-16 09:35 • The Motley Fool Positive Axe Cap view: Selective

Greg Abel, Berkshire Hathaway's new CEO, has concentrated 30% of the portfolio in Apple and Alphabet. However, the article recommends Kroger as a defensive stock pick for July, trading near 52-week lows with strong dividend growth and potential 24% upside according to Wall Street analysts.

Axe note: Greg Abel’s Berkshire leans heavily on Apple and Alphabet, but Kroger’s steady dividends and undervaluation make it my top stock for July.

The Space Force's $5.6 Billion Launch Program Has a New Contender. Here's Rocket Lab's Path to Winning It.

2026-07-16 09:25 • The Motley Fool Neutral Axe Cap view: Selective

Rocket Lab has been selected to compete for the Space Force's $5.6 billion National Security Space Launch (NSSL) Phase 3 program through 2029. However, the company cannot win any contracts until its Neutron reusable medium-lift rocket completes a successful first flight, currently targeted for Q4 2026. Success depends entirely on Neutron's execution, as the company faces competition from established providers like SpaceX and United Launch Alliance.

Axe note: Rocket Lab's shot at a $5.6 billion Space Force launch contract hinges on meeting tough technical and timing milestones.

Nvidia Is Finally Cheap: Here’s How to Buy It and Get a 7.4% Dividend

2026-07-16 09:23 • Investing.com Mixed Axe Cap view: Selective

The article argues that semiconductor stocks, particularly NVIDIA and Micron, have become undervalued despite strong AI demand. It recommends the BlackRock Technology and Private Equity Term Trust (BTX) as a way to gain exposure to these cheaper semiconductor stocks while collecting a 7.4% dividend yield. The recent semiconductor selloff is characterized as an overreaction driven by profit-taking rather than weakening fundamentals.

Axe note: Semiconductor stocks like Nvidia and Micron have fallen into value territory amid AI hype and selloffs.

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Focus Areas

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

Market notes