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If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 28,000 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.

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The S&P and Nasdaq had yet another positive week, as mega cap tech and semiconductors surged following Intel’s earnings. Meanwhile, oil prices saw another big jump.

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

The US extended its ceasefire with Iran indefinitely this week, citing a fractured Iranian government unable to produce a unified negotiating position. Both sides continued naval escalations in the Strait of Hormuz, with Iran seizing ships and the US maintaining its port blockade. Iran's foreign minister is now expected in Pakistan this weekend, keeping the possibility of a second round of formal talks alive.

🔑 Key Points

👀 What You Need to Know

The ceasefire extension removed the immediate threat of resumed US airstrikes, but the core disputes over Iran's nuclear program and the Strait of Hormuz remain completely unresolved. Whether talks resume this weekend will set the tone for oil prices and broader market sentiment heading into next week. Energy prices staying elevated this long are beginning to create pressure on inflation data in the weeks ahead.

Semiconductor and software stocks have moved in opposite directions for most of 2026, creating one of the biggest splits the tech sector has seen in years. This week, earnings results from major companies on both sides made that contrast impossible to ignore. The semiconductor ETF $SMH ( ▼ 2.97% ) is up over 41% this year while the software ETF $IGV ( ▼ 0.5% ) is down 21% over the same stretch.

🔑 Key Points

👀 What You Need to Know

The market is making a clear choice in 2026. Money is flowing into companies building the chips that power AI and flowing out of companies selling software subscriptions to human workers. If businesses need fewer employees because of AI, they need fewer software licenses, and that fear is what is driving IGV lower. Chip stocks are on the other side of that trade, capturing every dollar being spent on AI infrastructure. This divide has been growing since January and nothing this week changed that.

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

An exchange traded fund, or ETF, is a basket of stocks bundled together and traded on a stock exchange just like a single stock. Instead of buying shares of one company, you are buying a slice of many companies at once, giving you instant diversification with a single purchase.

Understanding ETFs helps investors decide when to bet on a single stock versus letting an entire sector do the heavy lifting in a portfolio.

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It was a packed week for Q1 reports, with beats across the board but reactions all over the map. INTC beat and ripped to an all-time high while NOW beat and cratered nearly 18% on the same night.

Tesla $TSLA ( ▼ 0.7% ) posted its strongest gross margin in years and a sharp free cash flow reversal, though one-time tariff and warranty benefits muddied the quality of the print and deliveries came up short.

Intel $INTC ( ▼ 0.55% ) delivered one of the biggest beats of the cycle, sending the stock to an all-time high above its dot-com-era peak as surging CPU demand for AI inference workloads validated the bull thesis.

ServiceNow $NOW ( ▲ 0.04% ) beat on every headline metric and raised its full-year subscription revenue outlook, but the stock dropped roughly 18% as geopolitical deal delays in the Middle East and broader SaaS fears crushed sentiment.

UnitedHealth Group $UNH ( ▲ 3.41% ) beat on both lines and raised full-year guidance, with an improved medical cost ratio and strong cash flow showing the turnaround is running ahead of schedule, leading to shares jumping roughly 8%.

Procter & Gamble $PG ( ▲ 0.52% ) beat on both lines with volume growth across all seven regions for the first time in a year, though rising tariff and energy costs pushed full-year EPS to the lower end of the guidance range.

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:

This week’s Shallow Dive focused on Micron. See our thoughts on the company, our valuation models, price targets for 2026, and quick analysis. You can see the full shallow dive here on the Discord:

Next week will be one of the biggest weeks of the year for the market so far this year, if you can actually believe that. It will be the biggest week of the earnings season, we will get the Fed’s latest rate decision and the latest inflation data, and most importantly, we should learn more about the US/Iran ceasefire.

It will be the Super Bowl of Q1 earnings next week, with 5 of the MAG7 names scheduled to report as well as ~20% of S&P 500 companies. Here is the full calendar of scheduled earnings releases:

Overall, 20 of the names we cover are set to report:

The main focuses of the week will be the Fed’s latest interest rate decision and the latest PCE report, as the market looks for insights into how oil prices are affecting prices and what the Fed plans to do as a result.

We also get updated GDP data, jobless claims, several housing reports, and PMI data.

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

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber.

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.