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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 grinding higher despite renewed tariff concerns and weak economic data.

3 Stories Moving the Market

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

Meta signs nuclear power deal with Constellation Energy

Meta $META ( ▼ 0.48% ) just took its biggest step yet into nuclear energy, signing a 20-year agreement with Constellation Energy $CEG ( ▼ 3.23% ) to purchase the entire output, 1.1 gigawatts, from the Clinton Clean Energy Center in Illinois. This move ensures the aging plant stays operational beyond 2027, supporting Meta’s broader push for 100% clean electricity to meet its growing AI-driven data demands. While the power won’t go directly to Meta’s servers, it will supply the grid, offsetting Meta’s consumption and bolstering U.S. nuclear infrastructure.

🔑 Key Points

• Meta will secure 1.1 GW of power from Constellation’s Clinton nuclear plant starting June 2027.

• The deal ensures continued operation and potential relicensing of the Clinton reactor, avoiding its shutdown.

• This is Meta’s first direct nuclear energy agreement as part of its broader effort to secure 1–4 GW of advanced nuclear energy.

• The agreement follows a wave of tech-nuclear partnerships: Microsoft (Three Mile Island), Google (SMRs), Amazon (Susquehanna).

• The Clinton deal expands the plant’s output by 30 MW and may include an SMR in the future.

👀 What You Need to Know

This deal reflects how data center power needs, and AI’s requirements for energy, are accelerating a tech-led revival in U.S. nuclear. Meta’s move isn’t just about optics; it’s a long-term strategic bet that nuclear will remain a stable, zero-emission power source amid grid volatility and regulatory shifts. With bipartisan support growing and SMRs advancing, this may be the blueprint for future energy deals across Big Tech.

Trump doubles U.S. steel and aluminum tariffs to 50%

President Trump’s decision to double U.S. steel and aluminum import tariffs to 50%, effective June 4, has reignited global trade tensions and rattled European exporters. Canada, Mexico, Brazil, and South Korea are among the biggest losers, while countries like the U.K. received a temporary reprieve, holding at 25% amid final negotiations around a new trade pact.

🔑 Key Points

• U.S. raises steel and aluminum import tariffs to 50%; U.K. remains at 25% pending trade deal resolution.

• U.K. steel exports to the U.S. were worth ~$500M in 2024; some shipments already en route may benefit from the current 25% rate.

• EU threatens retaliation, with potential countermeasures taking effect as early as July 14.

• U.S. steel prices expected to surge, impacting industries from autos to canned goods; European prices may fall as oversupply builds.

• Trade experts warn of renewed uncertainty for global manufacturers and increased inflationary pressure in the U.S.

👀 What You Need to Know

This tariff hike is yet another wildcard for inflation and global supply chains. U.S. industrial buyers will face higher input costs, fueling price pressures across sectors already squeezed by rising rates and AI-related energy demand. Meanwhile, Europe could face steel dumping and deteriorating transatlantic trade ties just as it negotiates a new U.S. deal.

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CrowdStrike shares drop on weak revenue guidance

CrowdStrike $CRWD ( ▲ 0.52% ) delivered a strong earnings beat for Q1, with adjusted EPS of $0.73 vs. $0.65 expected, but shares fell ~5% as revenue guidance came in just shy of Wall Street’s hopes. While the company lifted full-year EPS guidance and authorized a $1B buyback, investors seemed more focused on slowing top-line momentum and rising costs linked to last year’s platform outage and restructuring efforts.

🔑 Key Points

• Q1 revenue rose +20% YoY to $1.10B (in line with estimates); adjusted EPS of $0.73 topped expectations.

• Net loss of $110.2M, down from net income of $42.8M YoY, driven by higher R&D, SG&A, and restructuring costs.

• Q2 revenue guide of $1.14–$1.15B came in just below the $1.16B consensus.

• Raised full-year EPS guidance to $3.44–$3.56 (from $3.33–$3.45); revenue held steady at $4.74–$4.81B.

• Announced $1B share repurchase program and reiterated FCF margin target >30% by FY27.

👀 What You Need to Know

This quarter reinforced CrowdStrike’s profitability focus, but the stock reaction reflects a market increasingly sensitive to decelerating growth, even in high-quality names. CRWD’s buyback and long-term margin targets support the bull case, but near-term revenue softness, especially amid heavy AI/security spending from peers, is under scrutiny.

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.

• U.S. pushes countries for best offers by Wednesday as tariff deadline looms

• Trump says ‘extremely hard’ to make a deal with China’s Xi as trade stalemate fuels calls for leaders to talk

• U.S. extends China GPU tariff exemption until August 31

• White House Prepares to Ease Rules for Big Banks

• Meta aims to fully automate advertising with AI by 2026

• Robinhood’s $200 million Bitstamp deal takes it beyond retail trading

• Dollar General is shaking off tariff fears and winning over higher-income consumers

• Dollar Tree stock slides as earnings outlook takes a tariffs hit

• Private sector hiring rose by just 37,000 in May, the lowest in more than two years, ADP says

• Hims & Hers to acquire European telehealth platform in global expansion

• Rocket Lab Successfully Launches 10th Electron Mission for Multi-Launch Customer BlackSky

The Second Half

Earnings from several mega cap names are sure to move markets over the next few days, while all eyes will be on the nonfarm payrolls report on Friday.

Earnings Reports

Earnings season may be over to an extent, but this week we still get a major name in the semiconductor space and a key retailer that will give insights into the consumer and tariff effects. Here are the names we will be watching to end the week:

• Wednesday 5/7: --

• Thursday 5/8: Broadcom and Lululemon

• Friday 5/9: --

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

Economic Reports

Friday’s nonfarm payrolls report will be closely watched by not only us, but the entire market as well as the Fed.

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.