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

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.

Why Phoenix Education Partners Dived by Almost 13% Today

2026-07-16 00:06 • The Motley Fool Negative Axe Cap view: Bearish

Phoenix Education Partners (PXED) stock plummeted nearly 13% after reporting disappointing Q3 fiscal 2026 earnings. While net revenue of $272 million met expectations, the company missed on profitability with adjusted earnings of $1.43 per share versus analyst estimates of $1.57. Student enrollment growth remained flat, and rising advertising and restructuring costs pressured margins.

Axe note: Phoenix Education Partners dropped 13% after results showed no student growth and margin pressure from higher costs.

My 3 Favorite AI Stocks to Buy on the Continued Chip Sell-Off

2026-07-15 22:19 • The Motley Fool Positive Axe Cap view: Selective

The article recommends three semiconductor stocks as attractive buys during the recent AI chip sector pullback: Nvidia, AMD, and Broadcom. Nvidia maintains dominance in AI model training through its CUDA platform and is expanding into inference and networking. AMD is positioned to benefit from inference workloads and agentic AI trends, which require more CPU participation. Broadcom is capitalizing on hyperscalers' adoption of custom AI accelerators, with significant growth expected from partnerships with major tech companies.

Axe note: A recent dip in AI chip stocks creates a buying opportunity, but South Africans should look through to USD/ZAR and cautious sector plays.

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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