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2026-07-23 15:30 • The Motley Fool Mixed Axe Cap view: Selective

Tesla delivered 480,000+ vehicles in Q2 2026, beating Wall Street estimates by 74,000 units and posting its best Q2 in history. While European growth was strong (77% YoY), the most impressive achievement was Tesla's resilience in China with only a 2% decline amid intense competition, price wars, and reduced EV incentives. However, questions remain about the sustainability of this rebound.

Axe note: Tesla's record Q2 vehicle deliveries highlight resilience in China and robust European growth, but sustainability doubts linger.

2026-07-23 15:20 • The Motley Fool Positive Axe Cap view: Selective

Alphabet reported strong Q2 results with 24% revenue growth and 82% Google Cloud growth, beating estimates across the board. However, the stock fell 7% after management raised capex guidance by $15 billion to $195-$205 billion, citing heavy infrastructure investments needed to meet AI demand. Despite concerns about cash burn, the company's $514 billion backlog and forward P/E of 21.3x suggest the spending targets confirmed demand rather than speculation, potentially presenting a buying opportunity for long-term investors.

Axe note: Despite strong growth, Alphabet’s higher spending sparked a sell-off that might offer a buying chance for patient investors.

2026-07-23 15:18 • The Motley Fool Mixed Axe Cap view: Selective

Chewy demonstrates superior growth momentum with 8% sales growth and revenue climbing to $3.3B, while Petco remains flat at $1.5B. Despite both trading at discounted valuations, Chewy's strong balance sheet, recurring Autoship revenue (84% of sales), and expansion initiatives position it as the better long-term investment compared to Petco, which carries $2.3B in debt against a $750M market cap.

Axe note: Chewy’s e-commerce momentum outpaces Petco’s stagnant sales and heavy debt burden.