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

Is Johnson & Johnson a Buy After Its Latest Earnings Report?

2026-07-16 03:19 • The Motley Fool Neutral Axe Cap view: Selective

Johnson & Johnson reported Q2 earnings that beat analyst estimates but disappointed investors, causing a 3% stock decline. While the company raised 2026 guidance and showed strong performance in key drugs like Darzalex and Tremfya, growth was modest compared to competitors. A concerning 2% decline in Abiomed heart pump sales, potentially linked to a negative UK study, raised concerns about the medical device segment.

Axe note: Johnson & Johnson beat earnings but still fell short of investor expectations, leaving a cautious aftertaste.

Why Apple Stock Climbed to a New All-Time High Today

2026-07-16 02:21 • The Motley Fool Positive Axe Cap view: Selective

Apple stock reached a record high following positive AI developments. The company is testing technology from PrismML that could run advanced AI models directly on iPhones, reducing cloud computing costs. Additionally, China's Cyberspace Administration approved Apple to provide AI services, with Alibaba and Baidu partnering to integrate their AI models into Apple Intelligence. Apple's partnership-focused AI strategy proves cost-effective compared to building competing models.

Axe note: Apple’s new AI partnerships signal tech innovation that could influence USD/ZAR and South African tech stocks.

Warren Buffett Just Cut the Bill Gates Foundation From His Annual Donation for the First Time Since 2006. The Missing $4.5 Billion Goes to His Children's Charities.

2026-07-16 00:15 • The Motley Fool Negative Axe Cap view: Neutral

Warren Buffett has stopped his annual donations to the Bill Gates Foundation for the first time since 2006, redirecting the $4.5 billion to his children's charitable foundations (Sherwood Foundation, Howard G. Buffett Foundation, NoVo Foundation, and Susan Thompson Buffett Foundation). The shift was prompted by Bill Gates' involvement in the Jeffrey Epstein scandal. Buffett plans to distribute all his Berkshire Hathaway shares to these organizations by 2034, creating a diversified philanthropic portfolio that will benefit multiple causes for generations.

Axe note: Buffett redirects billions in donations from the Gates Foundation amid controversy, signaling a strategic move in his giving approach.

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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.

Market notes