Axe Capital Investments

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

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

Coverage focus:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest Finance Headlines

Kevin Warsh's Inflation Testimony Came as Traders Priced an 86% Chance of a Fed Rate Hold

2026-07-21 07:15 • The Motley Fool Positive Axe Cap view: Selective

New Federal Reserve Chair Kevin Warsh testified before Congress, reaffirming the Fed's commitment to fighting inflation and maintaining a 2% inflation target. With traders pricing in an 86% probability of unchanged interest rates at the next FOMC meeting on July 29, the article recommends short-term Treasury and bond ETFs as investment options to capitalize on current interest rate levels.

Axe note: Kevin Warsh’s testimony underpins the Fed’s fight against inflation, keeping rate hike bets muted and the rand in focus.

Prediction: This Could Be Palantir's Stock Price By the End of 2027

2026-07-21 07:02 • The Motley Fool Positive Axe Cap view: Selective

Palantir Technologies is predicted to reach a stock price of $352 by end of 2027, representing 161% upside from current levels. The prediction is based on Wall Street's consensus 2027 revenue estimate of $11.22 billion (46% growth), a maintained 53% profit margin, and a constant 152x P/E valuation. Despite recent 35% decline from peak, the company's accelerating growth (85% YoY in Q1), expanding margins, and proprietary Ontology AI platform support the bullish outlook.

Axe note: Palantir’s impressive AI-driven growth offers lessons but limited direct play for South African investors.

Palantir and Sandisk Both Posted Blowout Earnings in 2026. The Stock Market Rewarded Only One of Them the Same Day. Here's the Difference.

2026-07-21 06:23 • The Motley Fool Mixed Axe Cap view: Selective

Despite both Palantir and Sandisk reporting exceptional earnings in 2026, the market responded differently to each company. Sandisk's stock soared following its earnings report due to strong NAND flash memory demand from data centers and a shift to long-term contracts, while Palantir's stock dropped despite robust growth. The divergence reflects investor concerns about SaaS vulnerability to AI agents and Palantir's stretched valuation at 149x earnings, compared to Sandisk's more reasonable 47x earnings multiple.

Axe note: Strong fundamentals and valuation differences highlight why Sandisk’s shares rallied and Palantir’s lagged post-earnings.

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Focus Areas

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

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