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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 22,000 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.

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Market Talk

The S&P 500 and Dow Jones are currently higher to start the week while the Nasdaq is being pulled down by MAG7 names, which continue to lag as we see this rotation play out.

3 Stories Moving the Market

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

Fed holds interest rates steady, still sees two cuts coming this year

The Federal Reserve held interest rates steady at 4.25%–4.50% but signaled two potential rate cuts later this year, citing rising uncertainty from President Trump’s renewed tariffs and a slowing economy.

Despite maintaining a cautious stance, the Fed expects a total of 0.5 percentage points in cuts through 2025, while inflation projections were revised upward to 2.8%, and GDP growth was lowered to 1.7% for the year.

The Fed also announced a slower pace of quantitative tightening, reducing monthly Treasury runoff to $5 billion (from $25 billion) while leaving the $35 billion cap on mortgage-backed securities unchanged. Fed Governor Christopher Waller dissented, preferring the bond runoff to continue as planned.

Policymakers now appear slightly more hawkish about 2025, with more members expecting no rate cuts next year.

Google to acquire cloud security startup Wiz for $32 billion after deal fell apart last year

Google has agreed to acquire cloud security startup Wiz for $32 billion in an all-cash deal—its largest acquisition ever.

The move aims to strengthen Google Cloud’s security and AI capabilities amid rising cybersecurity threats. Wiz will continue to support rival cloud platforms like AWS, Azure, and Oracle Cloud, and the deal is expected to close in 2026.

Wiz previously walked away from a $23 billion offer in 2023, citing IPO ambitions and antitrust concerns, but sluggish IPO markets and political shifts may have influenced the renewed deal.

Wiz, founded in 2020, rapidly hit $100 million in ARR and was aiming for $1 billion. Google, with $96 billion in cash, sees Wiz as a strategic asset to compete with Microsoft in cloud security.

Despite the acquisition news, Alphabet shares fell 2% and are down 15% year-to-date.

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Nvidia announces Blackwell Ultra and Rubin AI chips

At its 2025 GTC conference, Nvidia unveiled new AI chips, including the Blackwell Ultra (shipping in late 2025) and the next-gen Vera Rubin GPU family (shipping in 2026).

CEO Jensen Huang emphasized that AI demand has accelerated dramatically, and Nvidia is now moving to an annual chip release cycle, up from every two years.

The Vera Rubin system will include Nvidia’s first custom CPU (Vera), offering double the performance of previous models, and the Rubin GPU, capable of 50 petaflops inference and up to 288 GB of fast memory. Nvidia will now refer to multi-die GPUs (like Rubin and future “Rubin Next”) by the number of actual GPU dies included.

Blackwell Ultra, an enhanced version of Nvidia’s current chips, will deliver higher token generation speeds for inference, making it ideal for time-sensitive AI applications. Nvidia says cloud providers could earn 50x more revenue from Ultra compared to 2023’s Hopper chips.

Nvidia also introduced AI-capable desktops and laptops, updated networking tools, and Dynamo, a software suite for optimizing chip usage.

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.

• PepsiCo buys prebiotic soda brand Poppi for nearly $2 billion

• Bessent says there are 'no guarantees' there will not be a US recession

• Boeing shares jump as CFO gives upbeat outlook, says cash burn is easing

• Tencent profit surges 90% as it touts AI revenue boost and ramps up spending

• General Mills misses revenue estimates and cuts it full year outlook

• Weekly mortgage demand pulls back, as interest rates rise for the first time in 9 weeks

The Second Half

The main catalyst for the remainder of the week will be the latest moves from the White House in terms of tariffs. There’s also key inflation data, including PPI and consumer inflation expectations, as well as several earnings.

Earnings Reports

Earnings season may be coming to an end but there are still some major companies left to report. Here are the names we will be watching to end the week:

• Wednesday 3/12: --

• Thursday 3/13: Micron, Nike and FedEx

• Friday 3/13: --

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

Economic Reports

It’s a quiet end to the week for economic report. We get initial jobless claims, an update to Philadelphia manufacturing index, and existing home sales data.

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

The Investor’s Edge Discord is the place to be!

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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.