Clear market notes built around the JSE, the rand, and what matters locally.

2026-10-02 13:30 • The Motley Fool Positive Axe Cap view: Selective

The Vanguard Dividend Appreciation ETF (VIG) is highlighted as a potential wealth-building tool for long-term investors. With a 10% average annual return since 2006 and a focus on companies with at least 10 consecutive years of dividend increases, VIG could help investors reach $1 million through consistent monthly contributions over 18-31 years, depending on investment amount.

Axe note: Vanguard’s VIG ETF offers strong global dividend growth, but South African investors should weigh local factors before jumping in.

2026-10-02 13:13 • The Motley Fool Positive Axe Cap view: Selective

Innodata and BigBear.ai are positioned as undervalued AI stocks with significant growth potential. Innodata reported 58% revenue growth and is transitioning to a software platform model, while BigBear.ai secured a 10-year, $900 million Air Force contract. Despite strong fundamentals, both stocks remain beaten down and don't yet reflect their recent progress, though both remain speculative and unprofitable.

Axe note: Innodata and BigBear.ai show strong growth and big contracts, presenting a riskier but potentially rewarding AI play.

2026-10-02 13:09 • The Motley Fool Positive Axe Cap view: Selective

DigitalOcean has surged 177% in 2026 driven by its AI-focused cloud infrastructure pivot. Despite slower growth than competitor Nebius, DigitalOcean trades at a significantly cheaper valuation (16x price-to-sales vs. Nebius' 48x) with accelerating revenue growth expected to reach 50%+ in 2027. The company's AI customer ARR grew 212% year-over-year, with inference services adoption jumping 800%, positioning it as an attractive value play in the AI infrastructure boom.

Axe note: DigitalOcean’s cheaper valuation and strong AI customer growth make it an interesting alternative to the pricier Nebius.