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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 yet another huge week after Iran reopened the Strait, with all 3 major indexes seeing massive gains. Meanwhile, oil prices tumbled as markets began pricing a return to normalization.

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

Iran declared the Strait of Hormuz fully open to commercial shipping Friday morning, the most significant development in weeks for global energy markets. The move followed a 10-day ceasefire between Israel and Lebanon and came as the US and Iran pursue a second round of peace talks this weekend. A US naval blockade of Iranian ports remains in place until a full peace deal is reached.

🔑 Key Points

👀 What You Need to Know

Iran's decision to reopen the Strait of Hormuz sent oil prices sharply lower Friday and pushed stocks higher, marking the most consequential market moment of the week. The move came alongside a fragile 10-day ceasefire between Israel and Lebanon, which had already begun pulling the risk premium out of crude. A second round of US-Iran peace talks is expected this weekend, with the ceasefire expiring April 22. The two sides remain far apart on Iran's nuclear program and sovereignty over the Strait.

This week delivered a wave of major deals and announcements across the artificial intelligence industry. Companies ranging from chipmakers to satellite operators struck agreements that signal how quickly AI infrastructure spending is accelerating. The breadth of activity, spanning power, chips, satellites, and connectivity, shows how deeply AI is now embedded in corporate strategy across multiple sectors.

🔑 Key Points

👀 What You Need to Know

This week made clear that the biggest tech companies are no longer waiting on outside suppliers to build their AI future. They are buying power sources, satellite networks, and chip companies outright. Custom chips are replacing standard ones, fuel cells are replacing grid power, and satellite systems are being acquired before competitors can get there. The pace of spending is unlike anything seen before in the tech industry.

📚 Edge-ucation: What is Capex and what should investors know?

Capital expenditure, or capex, refers to the money a company spends on physical assets like buildings, equipment, and infrastructure to support future growth. Unlike everyday operating expenses, capex is a long term investment that shows up on the balance sheet and gets written down over time.

Understanding capex helps investors evaluate whether a company is investing wisely for the future or overextending itself in ways that could pressure profits and stock performance down the road.

The market is expensive… historically expensive.

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When the broader market is this expensive — which stocks are still cheap enough to offer real upside?

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View The 10 Stocks Now

It was a big week for Q1 reports, with beats across the board but stocks largely selling off as investors focused on guidance trims, stretched valuations, and macro uncertainty rather than headline outperformance.

Netflix $NFLX ( ▼ 9.72% ) beat on both lines, though the stock slipped as weaker than expected Q2 guidance weighed on sentiment and investors questioned how much of the EPS upside was organic (one-time Warner Bros. termination fee).

TSMC $TSM ( ▲ 1.97% ) posted a huge jump in profit with record revenue and margins that topped guidance on every line, as AI chip demand continues to outpace available capacity.

JPMorgan Chase $JPM ( ▲ 0.11% ) delivered a clean beat powered by record markets revenue and a resurgence in dealmaking, though a trim to the NII outlook sent shares lower on the day.

Johnson & Johnson $JNJ ( ▼ 0.15% ) beat on both lines and raised full-year guidance, with oncology strength more than absorbing steep Stelara biosimilar pressure.

PepsiCo $PEP ( ▼ 0.45% ) beat on both lines and shares rose ~2%, as price cuts on flagship snack brands drove the first North American food volume growth in over two years.

For full breakdowns of these earnings, including graphics and all key takeaways. head to the earnings channel in our Discord.

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 upcoming week in earnings as well as the potential for momentum to continue following the ceasefire news. See the latest full report here:

Every month we share a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month. You can see both of our portfolios, what moves we made in March, and how we are performing YTD here:

While earnings reports ramp up next week and a few key economic insights are set to be released, the major catalyst for markets remains the US/Iran war, and with the ceasefire set to expire on Tuesday, we’ll see if two sides will extend the ceasefire again.

Earnings season heats up next week with several major names set to report. Here is the full calendar of scheduled earnings releases:

Overall, 7 of the names we cover are set to report:

Next week will be quiet from an economic news standpoint though retail sales will be closely watched on Tuesday.

We also get jobless claims, consumer sentiment, a housing report and PMI data.

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

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Our Discord server is tailor-made for investors like you who want to dive deeper into stocks, share insights, and engage directly with us. And it’s completely free!

Here’s what you’re missing in the Discord:

🗨️ 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.

📊 Earnings / Economic reports: No more waiting for our newsletters to hit your inboxes - see earnings results and economic data as they are released. And more importantly, get our reactions and insights immediately.

🚨 Trade Alerts: Chris and Mark shared several trades, including additions to the portfolio and trades that set up their portfolios for the week.

Join us on Discord and let's level up our investing game together. The future of trading awaits—and you're invited to be a part of it! 🌟

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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.