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2026-07-24 18:33 • The Motley Fool Positive Axe Cap view: Selective

The article compares two tech-focused ETFs: Invesco QQQ (tracking Nasdaq-100) and Vanguard Information Technology ETF (VGT). QQQ offers better diversification with ~30% non-tech holdings providing downside protection, while VGT is a pure tech play with lower expenses (0.09% vs 0.10%). The author recommends QQQ for its balance amid inflation concerns and geopolitical risks, though both ETFs remain viable for those bullish on AI-driven earnings growth.

Axe note: QQQ's diversified tech exposure offers a safer bet versus VGT’s pure tech focus for rand investors wary of inflation and geopolitical risk.

2026-07-24 18:28 • The Motley Fool Positive Axe Cap view: Selective

Nvidia CEO Jensen Huang made his first post on X to share a joint letter signed by 25 tech and AI companies urging lawmakers against overly restrictive AI regulation, particularly regarding open-weight models. The move reflects concerns that tight regulations could disadvantage U.S. companies as Chinese competitors release competitive open-weight AI models. The letter emphasizes the need for expanded compute access and avoiding premature restrictions that could drive innovation overseas.

Axe note: Nvidia’s CEO warns against strict AI regulations that could slow innovation and shift leadership to China, a theme with implications for local tech exposure and the rand.

2026-07-24 18:27 • The Motley Fool Positive Axe Cap view: Selective

A comparison of two short-term bond ETFs: iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) offers higher yields at 4.60% with stronger 1-year returns of 3.90%, while Vanguard Short-Term Bond ETF (BSV) provides lower costs, broader diversification with government bonds, and lower volatility. For most investors seeking security with reliable income, IGSB is recommended despite slightly higher risk from corporate debt exposure.

Axe note: Choosing between higher income from corporate bonds or safer government bonds matters even on the JSE.