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2026-07-17 01:15 • The Motley Fool Neutral Axe Cap view: Selective

SpaceX has fallen back to its IPO price of $135. The article compares two alternatives: AST SpaceMobile, which focuses on satellite-based broadband through telecom partnerships but doesn't launch its own satellites, and Rocket Lab, which will become fully integrated after acquiring Iridium Communications. All three companies are unprofitable startups, making them suitable only for aggressive growth investors.

Axe note: Evaluating two SpaceX competitors through a South African investor lens reveals caution and a watchful stance.

2026-07-17 00:33 • The Motley Fool Positive Axe Cap view: Selective

Warren Buffett revealed he personally initiated Berkshire Hathaway's $31 billion Alphabet investment, calling it a mistake not to buy sooner. Despite owning the position, Buffett expressed concerns about the massive AI spending by Alphabet and competitors. Alphabet showed strong Q1 2026 results with 22% revenue growth and Google Cloud accelerating at 63%, though the company faces risks from heavy capital expenditure plans of $180-190 billion annually.

Axe note: Warren Buffett personally initiated Berkshire Hathaway’s massive Alphabet investment but voices caution on AI costs.

2026-07-17 00:10 • The Motley Fool Positive Axe Cap view: Selective

TSMC reported strong Q2 earnings with revenue up 33% and EPS up 77%, driven by AI chip demand. The company announced a $100 billion additional investment in Arizona manufacturing, including advanced packaging capabilities, which could benefit customers like Nvidia. TSMC's CEO indicated strong demand signals from cloud providers, suggesting sustained long-term AI growth and supporting Nvidia's valuation at 23x forward earnings.

Axe note: TSMC’s big investment signals a longer AI growth cycle that supports Nvidia but leaves local investors to play currency and banks.