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2026-09-30 02:15 • The Motley Fool Neutral Axe Cap view: Selective

Joby Aviation and Archer Aviation are both burning through approximately $200 million per quarter as they develop eVTOL technology. Joby has $2.2 billion in cash reserves and could sustain operations for roughly two years at current burn rates, while Archer has $1.5 billion and could last just over a year. Both companies are making technological progress and have partnerships with major aviation companies, which should help them raise additional capital before running out of cash.

Axe note: Two electric air taxi pioneers are burning big cash, but their survival timelines and partnerships diverge.

2026-09-30 01:30 • The Motley Fool Positive Axe Cap view: Selective

Anthropic is preparing for an IPO expected in November at a $2 trillion valuation. The article uses SpaceX as a comparison point, noting that despite initial volatility after its June IPO, SpaceX has stabilized and now trades about 10% above its IPO price. Anthropic has advantages over SpaceX including faster growth (1,000%+ revenue increase) and lower valuation relative to growth, though it faces challenges from safety concerns and less charismatic leadership compared to Elon Musk.

Axe note: SpaceX’s IPO journey suggests Anthropic might hold value despite high valuation and initial bumps.

2026-09-30 01:15 • The Motley Fool Positive Axe Cap view: Selective

The article compares Costco and Walmart, two retailers with similar business models. Costco is highlighted as having a meaningfully better inventory turnover ratio, suggesting superior operational efficiency compared to Walmart.

Axe note: Costco’s superior inventory turnover highlights a key operational edge over Walmart, offering a lens for South African retail investors.