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.

What you will find here:

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 market stories

CrowdStrike vs. Figma: Comparing Revenue Trends Between Two High-Growth Tech Companies

2026-09-29 05:35 • The Motley Fool Positive Axe Cap view: Selective

CrowdStrike and Figma both demonstrate strong revenue growth, with CrowdStrike generating larger absolute revenues ($1.5B in Q2 2026) but Figma growing faster at 48% year-over-year compared to CrowdStrike's 26%. Both companies remain unprofitable despite their growth trajectories, with CrowdStrike posting a $33.2M operating loss and Figma a $117.3M loss in Q2 2026.

Axe note: Both CrowdStrike and Figma show strong revenue growth but uncharted profitability, with clear local implications.

Stock-Split Watch: Is Meta Platforms Next?

2026-09-29 05:13 • The Motley Fool Positive Axe Cap view: Selective

Meta Platforms' stock surged nearly 30% in September following the launch of its Muse AI assistant, reaching a 52-week high of $779.82. As the only Magnificent Seven member without a conventional stock split, the sharp rise has renewed speculation about a potential split. While fractional shares have reduced traditional split rationale, options contracts tied to 100-share lots could make a split more relevant. CFO Susan Li previously stated the company had no present plans for a split but would monitor market conditions, leaving the door open for reassessment.

Axe note: Meta’s recent rally and AI launch stir talk of a split, but practical and market realities keep the door ajar, not open.

Fastly CEO Sells Over 50,000 Shares for $1.3 Million After the Stock's 222% One-Year Return

2026-09-29 05:05 • The Motley Fool Positive Axe Cap view: Selective

Fastly CEO Kip Compton sold 50,392 shares worth approximately $1.3 million on September 14, 2026, through a pre-established Rule 10b5-1 trading plan. Despite the stock's impressive 222% one-year return, the sale was non-discretionary and pre-scheduled. Compton retains 851,949 shares valued at $21.18 million, maintaining significant alignment with shareholders. The company continues to benefit from AI infrastructure demand with record Q2 revenue of $183.3 million and forecasted 2026 revenue between $732-746 million.

Axe note: Fastly’s CEO sold shares but keeps a large stake amid strong AI-driven growth, a reminder to watch how this tech momentum maps to the rand.

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What we follow

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

JSE and rand