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Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 23,000 subscribers striving to be better investors with an edge in the market.

Every Wednesday we publish “The Mid-Week Wrap-Up” — your ticket to being well informed and staying ahead in the investment game!

This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content.

This article is designed to truly give you that EDGE in the day ahead!

Grab your afternoon pick me up and let’s dive in.

Market Talk

The major indexes are pushing towards all-time highs following today’s CPI report and China deal.

3 Stories Moving the Market

These are some of the biggest stories so far this week that are having an influence on market action.

U.S.-China reach deal to ease export curbs, keep tariff truce alive

U.S. and Chinese negotiators have reached a handshake framework to implement the Geneva trade pact agreed last month, aiming to restore their fragile truce after renewed tensions. The deal, still pending approval from Presidents Trump and Xi, includes mutual concessions: China will expedite rare earth exports while the U.S. rolls back certain tech restrictions and allows Chinese student visas. While framed as progress, this is largely an attempt to salvage the previously agreed deal.

🔑 Key Points

• Framework, Not Breakthrough: The deal simply implements the earlier Geneva pact, not a new agreement.

• Mutual Concessions: China will expedite rare earth exports while the U.S. will ease tech restrictions and allow student visas.

• Pending Leader Approval: Trump and Xi must formally approve the framework before actions begin.

• Few Concrete Details: Lack of specifics leaves questions about enforcement and durability.

• Cautious Market Reaction: Chinese equities saw slight gains, while U.S. stock dipped on the news, reflecting investor skepticism.

👀 What You Need to Know

This agreement is less about resolution and more about managing optics while both sides recalibrate. Rare earths gave Beijing fresh leverage, and Washington blinked, easing tech restrictions in return. The framework kicks the can down the road again, offering a pause but not a pivot. Until there’s a signed, enforceable deal with teeth, investors should treat this as a temporary ceasefire, not a true peace. Expect volatility to persist.

U.S. inflation rises less than expected in May

Consumer prices rose just 0.1% in May, coming in below expectations as the Trump administration’s sweeping tariffs have yet to meaningfully ripple through to headline inflation. Core CPI also increased just 0.1%, softening concerns of an imminent price spike. While energy prices dropped and key goods like vehicles and apparel actually declined, shelter and food kept overall CPI slightly positive.

🔑 Key Points

• Soft CPI Print: Both headline and core CPI rose just 0.1% in May, easing inflation fears and missing forecasts.

• Tariff Impact Delayed: Prices for vehicles and apparel fell, suggesting tariffs haven’t hit yet due to inventory cushioning.

• Fed Pressure Mounts: Weak inflation and steady wage growth (+0.3%) fueled new political pressure to lower rates.

• Energy Relief: A 2.6% drop in gasoline and 1% decline in overall energy prices helped counteract gains in shelter and food.

• Data Reliability Risks: BLS data collection cutbacks and increased reliance on imputation raise concerns about the reliability and consistency of CPI readings.

👀 What You Need to Know

May’s CPI report suggests inflation pressures remain contained for now, easing immediate concerns for the Fed and supporting a wait-and-see stance on rates. Markets reacted positively, but the report also underscores just how much recent inflation softness is being driven by transitory categories.

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Apple unveils Liquid Glass and iOS 26 at WWDC 2025

Apple’s $AAPL ( ▲ 0.21% ) WWDC 2025 keynote showcased sweeping updates across its ecosystem, with the spotlight on a fresh design language called Liquid Glass and a unified versioning jump across all operating systems, including iOS 26, iPadOS 26, macOS Tahoe, and more. Alongside design tweaks, iOS 26 brings major updates to core apps like Phone and Messages, introduces a dedicated Games app, and debuts real-time language translation baked across apps.

🔑 Key Points

• Liquid Glass UI: A full visual refresh across platforms with glass-like buttons, curved corners, and fluid animations inspired by visionOS.

• OS Naming Reset: Apple ditches version numbers in favor of year-based names, iOS 26, macOS Tahoe, creating a cleaner, unified ecosystem.

• iOS 26 Features: New Phone app layout, group chat polls in Messages, live voice translation using on-device AI, and a dedicated Games app.

• AI Integration: ChatGPT now powers Genmoji creation and screenshot analysis, but Apple Intelligence remains on hold, with no release date.

• Investor Response: Shares fell -1.2% post-keynote with analysts calling the AI updates “incremental” and flagged growing pressure to compete with rivals.

👀 What You Need to Know

Apple’s design refresh signals a push toward long-term software unity, but it’s not the breakthrough investors were hoping for. With Apple Intelligence still delayed and little progress on Siri, Apple risks falling behind in AI leadership, especially as competitors advance rapidly.

In Other News

In this section we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it.

• Trump tariffs may remain in effect while appeals proceed, US appeals court rules

• Trump, CEOs promote $1,000 savings plans for newborns

• US, Mexico discuss deal to cut Trump's steel tariffs

• Elon Musk says Tesla robotaxi rides in Austin ‘tentatively’ set to begin June 22

• Nvidia CEO says the UK is in a ‘Goldilocks’ moment: ‘I’m going to invest here’

• Nvidia CEO says quantum computing is reaching an ‘inflection point’

• Meta makes big AI bet, nears $14 billion stake in Scale AI

• Meta's Zuckerberg hiring for new 'superintelligence' AI team

• Google offers buyouts to employees across the company, including Search

• Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal

• IBM announces new quantum processor, plan for Starling supercomputer by 2029

• Uber taps AI firm Wayve to pilot fully driverless rides in the UK

• Starbucks to roll out Microsoft Azure OpenAI assistant for baristas

• Warner Bros. Discovery to split into two public companies by next year

• Paramount to cut 3% of U.S. workforce as it deepens cost-cutting

• GM to invest $4 billion in U.S. plants amid tariffs for Mexican-produced vehicles

• RFK Jr.’s firing of CDC vaccine panel undermines science, could threaten public health, experts say

The Second Half

The CPI report may be behind us, but earnings from two large cap names and a key inflation report are sure to have effects on the overall market.

Earnings Reports

Earnings season is essentially over, but there are two large cap stocks set to report this week. Here are the names we will be watching to end the week:

• Wednesday 6/11: Oracle

• Thursday 6/12: Adobe

• Friday 6/13: --

Here is the calendar of earnings releases scheduled for the rest of the week:

Economic Reports

The CPI may have been the main event this week, but tomorrow’s PPI report will be closely watched for rising input costs. Meanwhile, jobless claims and consumer sentiment are also due later this week.

Here is the full calendar of events scheduled for the remainder of the week:

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Thank you for reading this edition of the Mid-Week Wrap-Up.

Until next time investors!

Mark & Chris

The Investor’s Edge

Disclosure

This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.