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2026-07-21 20:30 • The Motley Fool Positive Axe Cap view: Selective

Archer Aviation and defense company Anduril unveiled an autonomous hybrid-electric VTOL aircraft platform called 'Thunder' on July 20, with a defense variant designed for military applications. The partnership could provide Archer a faster path to revenue through defense contracts while its civilian Midnight aircraft awaits FAA certification. However, the company still faces significant cash burn of $180 million quarterly and no firm orders have been announced yet.

Axe note: Archer’s push into defense with Anduril partnership offers faster revenue but cash burn and no orders keep caution high.

2026-07-21 20:29 • The Motley Fool Mixed Axe Cap view: Selective

SpaceX stock has fallen 40% from its post-IPO peak and trades below its $135 IPO price. Historical analysis of mega-IPOs like Visa, Meta, General Motors, and Rivian shows mixed results, with most experiencing early declines before recovering over time. However, few mega-IPOs have delivered exceptional returns, suggesting investors may find better opportunities in lower-profile IPOs with strong fundamentals.

Axe note: Large IPOs often stumble early, and SpaceX’s 40% fall below its IPO price fits a common pattern.

2026-07-21 20:24 • The Motley Fool Positive Axe Cap view: Selective

Under new leadership, Berkshire Hathaway has significantly increased its stake in Alphabet to nearly $31 billion, making it the conglomerate's fifth-largest holding. The investment reflects confidence in Alphabet as a full-stack AI company with strong cloud computing growth and vertical integration capabilities, offering exposure to AI without excessive volatility.

Axe note: Berkshire Hathaway’s $10bn Alphabet buy signals a shift towards AI-driven growth, highlighting a new era under Greg Abel.