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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.

It was a mixed week for stocks, with the S&P and Nasdaq finishing slightly higher but the Dow ending in the red due in part to Cisco’s earnings. But on the positive, it was strong for memory names after Sandisk’s investor day.

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

It was a mixed week for companies reporting earnings, with most names beating on EPS and revenue, but reactions were split as margins, guidance, and AI-driven backlogs drove very different stock moves.

Cisco $CSCO ( ▼ 1.58% ) posted a record fiscal fourth quarter and raised full-year guidance on strong AI infrastructure orders, but shares dropped roughly 8% this week as investors focused on margin pressure.

Applied Materials $AMAT ( ▼ 5.12% ) delivered record quarterly revenue and topped EPS estimates while guiding well above the prior quarter's pace, though shares fell nearly 4% this week on a slight revenue miss.

Rocket Lab $RKLB ( ▲ 0.19% ) posted record revenue and backlog on surging Space Systems growth, though a wider than expected loss tied to acquisition costs sent shares sharply lower this week.

CoreWeave $CRWV ( ▼ 0.97% ) beat on both lines and raised full-year guidance as AI cloud demand kept accelerating, sending shares up roughly 19% this week.

Coherent $COHR ( ▼ 0.43% ) closed out fiscal 2026 with record quarterly revenue and EPS on accelerating AI optical demand, but shares fell more than 4% this week even as management guided well above the prior quarter's pace.

Within minutes of each of these reports, as well as the other 30 stocks we covered this week, we had graphics and key takeaways published in the earnings channel of our Discord thanks to our newly built automation. Being the first to get earnings results is one of the many ways we give you an edge in market. And course, for full stock analysis head to our website.

This week brought two major inflation reports covering July data. Consumer prices came in exactly where economists expected, showing a modest increase for the month and continued easing on a yearly basis. Producer prices came in cooler than forecasters anticipated, holding flat for the month even as some service categories saw firmer price increases.

🔑 Key Points

👀 What You Need to Know

Surprisingly producer prices coming in below forecasts was the bigger market mover than the consumer figure, which matched expectations. A flat producer reading suggests the cost pressure businesses feared passing along may be starting to ease. Producer prices often move ahead of consumer prices by several months, which could be a sign of cooler CPI numbers ahead. We get another full round of CPI and PPI data, along with the Fed's preferred PCE gauge, before the next policy meeting in September.

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SanDisk $SNDK ( ▲ 7.4% ) held its 2026 Investor Day in New York, where management laid out a long-term financial framework for fiscal years 2028 through 2030. CEO David Goeckeler and CFO Luis Visoso presented the company's growth strategy and addressed investor concerns raised after the prior earnings call. The event also covered new customer supply agreements and the company's technology roadmap for AI-driven storage demand.

🔑 Key Points

👀 What You Need to Know

SanDisk locked in deals with eight big customers that set prices and volumes in advance. That gives the company steady income even if memory chip prices swing around later. Last week's earnings call worried investors because next year's output growth guidance looked weak. This week’s presentation seemed to have calmed those fears by showing a clear plan through 2030. The stock jump also pushed up shares of Western Digital, Micron, and SK Hynix.

For all the important news from the week, the Discord market-news room is your go-to place for breaking news, morning updates, and all earnings and economic data as it is released.

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 inflation reports, several major earnings, US/Iran, the labor market, and our game plan 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. Our picks are +32.8% YTD compared to the S&P’s +9.5% return YTD. Here’s a look at the 5 stocks we are buying in August:

Retail earnings will be in focus as investors look to understand the strength of the consumer and overall economy, especially following the recent weak retail sales data. We also get a few key economic data points that will help make the picture clearer.

Earnings season may be coming to a close, but next week is full of retail earnings that will give us better insights into the consumer and overall state of the economy. Here is the full calendar of scheduled earnings releases:

Here is the list of names we will be covering:

Next week is relatively quiet on the economic front, though we do get several housing reports, jobless claims, manufacturing and PMI data, and the minutes from the latest FOMC meeting.

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

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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.