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2026-10-10 17:05 • The Motley Fool Negative Axe Cap view: Neutral

SpaceX stock has declined from its IPO high despite strong growth prospects in Starlink and Starship. However, the company's AI business segment is a major concern, with operating losses widening from $2.46 billion to $3.73 billion in H1 2026, erasing Starlink's $2.84 billion operating profit. At a 49x sales valuation with a $2.2 trillion market cap, the analyst recommends waiting until SpaceX proves its AI investments are not just a money pit before investing.

Axe note: SpaceX’s AI losses overshadow Starlink profits, making its high valuation risky for now.

2026-10-10 16:28 • The Motley Fool Positive Axe Cap view: Selective

NEAR Protocol has surged 233% in 2026, driven by AI narratives, but the article cautions against viewing it as a path to wealth. Despite ranking as the top AI cryptocurrency by market cap and launching a spot ETF, NEAR's volatile history and lack of long-term consistency raise concerns. The author remains skeptical, noting that AI crypto narratives shift rapidly and other AI tokens like Venice Token have outperformed NEAR this year.

Axe note: NEAR’s rapid surge is a classic case of crypto hype that South African investors should approach with caution.

2026-10-10 16:27 • The Motley Fool Neutral Axe Cap view: Neutral

SoundHound AI has significantly expanded its enterprise opportunity through the acquisition of LivePerson. The key question for investors is whether the company can successfully convert this larger customer base into cross-selling opportunities, higher recurring revenue, and improved financial performance before mounting losses, declining legacy revenue, and shareholder dilution undermine the investment thesis.

Axe note: SoundHound’s acquisition expands its market but execution risks and financial strain make it a tough call.