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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.

Stocks are rallying this week as the longest government shutdown in US history looks to finally be coming to an end.

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

House members will return from a 53-day recess to vote on a compromise that would end the 42-day shutdown, restore agency funding, and keep the government running through January 30. Travel chaos lingers, with roughly 1,200 flights canceled and several days needed for operations to normalize. The deal preserves SNAP through September 30, 2026, while Democrats remain split over expiring ACA subsidies that could see a separate December vote.

🔑 Key Points

👀 What You Need to Know

The deal ends the record shutdown but provides only a short extension, with another deadline on January 30. Talk of tariff rebate checks remains speculative, lacking details, legal clarity, and confirmed funding. Economists warn such payments could rekindle inflation while offering limited relief from tariff costs. The Supreme Court is weighing tariff legality, and a loss could force refunds to importers. The shutdown’s end brings short-term relief, but persistent gridlock and tariff disputes risk continued economic uncertainty into early next year.

At its first analyst day since 2022, AMD laid out aggressive multi-year targets fueled by soaring AI demand. CEO Lisa Su said overall company revenue could grow more than 30% annually, led by rapid expansion in its data center segment. The company expects AI-related sales to accelerate sharply as new rack-scale systems and next-generation chips reach customers.

🔑 Key Points

👀 What You Need to Know

AMD’s plan underscores how fast the AI infrastructure race is scaling, with hyperscalers seeking alternatives to Nvidia’s high-priced GPUs. The company’s growth outlook reflects both surging customer commitments and the belief that diversified AI architectures will define the next wave of data center buildouts. For investors, it’s a story of massive potential balanced by equally high execution risk as AMD works to deliver on its promises at scale.

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SoftBank shares slid sharply after the $5.8B sale of its Nvidia stake underscored Masayoshi Son’s push to reallocate capital toward OpenAI and other high-cost bets. The company is racing to deepen its footprint in AI hardware and robotics through major acquisitions and loans that could strain its balance sheet.

🔑 Key Points

👀 What You Need to Know

SoftBank is repositioning itself from a tech-holding conglomerate into a leveraged AI operator, rotating out of legacy stakes and into direct infrastructure exposure. The strategy banks on sustained AI growth to cover near-term funding needs, leaving little room for error if markets cool or credit costs rise. While Son’s conviction fuels optimism about OpenAI’s potential, investors remain wary of liquidity pressure, execution risk, and whether SoftBank can turn bold vision into disciplined returns.

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.

The government shutdown should end tonight which could be a major catalyst to the end of the week.

The only name on our coverage list that reports this week is Disney, which reports Thursday morning. Here are the list of names we will be watching:

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

Economic reports have been limited due to the government shutdown, and that will carry on into week end despite tonight’s vote to end the closure. There are no reports expected this 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

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.