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If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 27,000 subscribers striving to be better investors with an edge in the market.

Every weekend we publish “The Weekly 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.

Grab your coffee and let’s dive in.

Stocks had a huge week on the US/Iran ceasefire news, except of course energy stocks as oil prices fell back below $100. Software stocks were also hit hard once again as the SaaS-pocalypse continues.

These are some of the biggest stories from the second half of the week that had an influence on market action.

A two-week ceasefire between the United States and Iran, announced Tuesday, sent stocks sharply higher and oil prices sharply lower as investors bet the worst of the energy crisis was over. The agreement hinges on Iran reopening the Strait of Hormuz, the waterway responsible for roughly a fifth of the world's oil supply. Traffic through the strait remains near zero, keeping energy markets on edge heading into formal peace talks this week.

🔑 Key Points

👀 What You Need to Know

Markets celebrated the ceasefire, but the oil supply problem is not actually solved yet. The Strait of Hormuz, the world's most important oil shipping lane, is still barely moving, meaning energy prices could spike again quickly if talks collapse. Higher oil flows directly into gas prices, grocery bills, and shipping costs, squeezing both consumers and corporate profit margins. Stocks jumped on the ceasefire news, but that move could reverse quickly if peace talks fall apart this week.

The Federal Reserve's preferred inflation gauge and the consumer price index both reported above-target readings this week, covering February and March respectively. The U.S.-Iran war drove an unprecedented spike in energy costs, pushing headline inflation sharply higher and complicating the Fed's path forward. Core inflation, while more contained, remains sticky above the Fed's target with no clear signs of improvement.

🔑 Key Points

👀 What You Need to Know

It’s important to note that the PCE report covers February, before the U.S.-Iran war fully hit energy markets. The March CPI report, however, is the first to capture that impact, and the numbers saw a significant jump. Gasoline alone drove most of the monthly price surge, and those higher energy costs are expected to bleed into everyday goods and services in the months ahead. With the Fed already dealing with sticky core inflation above its 2% target, rate cuts do not look to be coming anytime soon.

📚 Edge-ucation: Understanding the Different U.S. Inflation Reports

The U.S. measures inflation through several reports that track prices at different stages of the economy. The most widely followed are the Consumer Price Index, the Personal Consumption Expenditures index, and the Producer Price Index. Each report captures a different part of the pricing chain, which is why markets analyze them together when evaluating inflation trends and Federal Reserve policy expectations.

Understanding these reports helps investors interpret inflation data correctly, and evaluate how macro conditions may affect interest rates, valuations, and corporate earnings.

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Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell called an urgent meeting Tuesday at Treasury headquarters in Washington with the heads of the country's largest banks. The gathering was prompted by Anthropic's newly released AI model, known as Mythos, which regulators say could expose serious vulnerabilities across major software systems. Officials urged bank leaders to review their current defenses and prepare for a new type of cyber threat tied to advancing AI capabilities.

🔑 Key Points

👀 What You Need to Know

Bessent and Powell calling an emergency meeting with bank executives is not something that happens often, and markets took notice immediately. Anthropic's new Mythos model has now moved AI cybersecurity risk from a future concern to an active regulatory priority. Banks and cybersecurity firms left outside of Anthropic's select access program face the greatest near-term uncertainty as the situation continues to develop. Investors across financial and technology sectors will be watching closely for any follow-up from regulators.

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.

We continue to push out more and more content every week to give investors that edge. Here are the posts Investor’s Edge+ subscribers received this week.

Mondays are for the investors. Every Monday morning we share exactly what we’re watching in the week ahead, how we’re positioning, and even share a sneak peek into our systems and models. This week we discussed the deadline from Trump regarding attacks on Iran, the upcoming inflation reports, and our gameplan for the week. See the latest full report here:

Every month we break down 5 stocks that we believe are attractive from a valuation and momentum perspective right now. Here’s a look at the 5 stocks we are buying in April:

Our latest addition to the Edge+ perks is video shallow dives. This week’s first ever video Shallow Dive focused on Nvidia. See our thoughts on the company, our valuation models, price targets for 2026, and quick analysis. We’ve unlocked the first video for every one to see. You can see the full shallow dive here:

While the start of earnings season will certainly be a major catalyst next week, the major market mover will once again be oil prices and the US/Iran war.

Earnings season kicks off next week with banks, Taiwan Semi, Netflix, and more slated to report. Here is the full calendar of scheduled earnings releases:

Overall, 11 of the names we cover are set to report:

Next week is relatively quiet from an economic standpoint, though Tuesday’s PPI report will be one to watch.

We also get initial jobless claims, several housing insights, and a couple of manufacturing reports.

Here is the full calendar of events we will be watching:

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🗨️ Chat rooms: Investors discussed the the huge moves from mega cap tech. Members also dove into the number of jobs reports and shared their views on the overall economy.

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Thank you for reading this edition of the Weekly Wrap-Up. Have a great weekend!

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.