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

2026-07-18 02:15 • The Motley Fool Positive Axe Cap view: Selective

AST SpaceMobile is preparing to launch commercial satellite-based broadband services in early 2027, differentiating itself from Starlink through partnerships with major telecom providers like AT&T and Verizon. The company generated $15M in Q1 2026 revenue and projects $1B annual revenue post-launch, but faces execution risks. The stock has declined nearly 60% from recent highs, making it suitable only for aggressive investors willing to wait for proof of commercial viability.

Axe note: AST SpaceMobile’s planned commercial launch in 2027 offers growth but comes with steep execution risks and a volatile share price.

2026-07-18 02:07 • The Motley Fool Positive Axe Cap view: Selective

Etsy and Wayfair represent different e-commerce strategies in the discretionary spending market. Etsy maintains profitability with a 5.7% net margin and asset-light model, while Wayfair generates higher revenue ($12.5B vs $2.9B) but remains unprofitable with a -2.5% net margin. The article recommends Etsy for conservative investors seeking steady cash flow and Wayfair for aggressive investors betting on housing market recovery.

Axe note: Etsy’s profitability contrasts with Wayfair’s growth gamble, making them suitable for different risk appetites.

2026-07-18 01:15 • The Motley Fool Positive Axe Cap view: Selective

While Eli Lilly's GLP-1 weight-loss drugs (Mounjaro and Zepbound) account for nearly two-thirds of revenues with strong growth, the company is strategically using profits from these drugs to build a diversified pipeline in immunology, oncology, and neuroscience through acquisitions like AtaiBeckley and Ventyx Biosciences. Non-weight-loss drugs are already showing 160% revenue growth, positioning Eli Lilly for long-term success beyond the limited patent life of GLP-1 drugs.

Axe note: Eli Lilly’s surge isn’t just about GLP-1 weight-loss drugs but smarter pipeline expansion—here’s why that matters for the rand and local markets.