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If this is your first time reading, welcome to The Stock Investor’s Edge — a thriving community of over 30,000 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.

What a crazy week! All 3 major indexes ended the week higher, but under the surface it was a mixed picture. Semis were red, SaaS was green, and the AI trade saw names pop 30% on Thursday and still end the week lower! 

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

It was a tale of two cities for MAG7 names this week, with MSFT and AMZN beating on both lines and surging, while AAPL and META tumbled post earnings.

Microsoft $MSFT ( ▲ 1.06% ) closed out fiscal 2026 with its strongest quarter of the year, as Azure growth accelerated to 43% and pushed full year Azure revenue past $100 billion for the first time, sending shares up nearly 19% this week.

Apple $AAPL ( ▲ 1.96% ) posted its strongest June quarter on record, with iPhone revenue up 22% year over year, though a Services shortfall combined with cautious current quarter guidance sent shares down more than 8% post-earnings.

Amazon $AMZN ( ▼ 2.32% ) topped $200 billion in quarterly revenue for the first time, as AWS growth accelerated to its fastest pace in 18 quarters, with shares jumping more than 13%.

Meta $META ( ▼ 0.39% ) beat on revenue but missed badly on earnings after $3.58 billion in legal and severance charges hit the bottom line, with shares falling nearly 8% this week as full year capex guidance moved higher again.

Did you know we covered nearly 40 earnings this week? Within minutes of each report, 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.

The Federal Reserve left interest rates unchanged this week for the fifth meeting in a row. Three officials broke from the majority and pushed for a rate increase, citing ongoing concerns about inflation. Fed Chair Kevin Warsh held a press conference afterward, and stocks and bond yields moved sharply as investors tried to make sense of his comments.

🔑 Key Points

👀 What You Need to Know

The Fed's decision to hold rates steady was expected, but the split vote shows officials do not agree on next steps. Chair Warsh's comments left investors uncertain about what the Fed will do next, since he avoided giving any hints about future moves. That uncertainty helped push stock prices lower and sent long-term bond yields higher on the day. Investors will now watch upcoming economic data closely for clues on the Fed's next decision.

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Outside of the MAG7 names, this was still the biggest week of the earnings season, with roughly 30% of the S&P 500 reporting. Payments held up well, the fintechs both delivered outsized beats that got punished anyway, and the energy majors cashed in on higher oil prices.

Visa $V ( ▲ 1.07% ) beat on both lines in its fiscal Q3 print, with data processing and cross-border volume both accelerating, though shares slipped following the announcement of roughly 2,600 job cuts and a litigation charge tied to the interchange case.

Mastercard $MA ( ▲ 0.02% ) topped estimates on every headline metric, with cross-border volume and value-added services both outpacing the core network, and shares climbed on the print.

Robinhood $HOOD ( ▲ 3.51% ) delivered record revenue and its largest EPS beat in years, with prediction markets and equities trading both surging, though shares gave back ground after hours as a 38% drop in crypto revenue and a cautious expense outlook overshadowed the headline numbers.

SoFi $SOFI ( ▲ 3.72% ) crushed revenue estimates and posted its fifth straight EPS beat, with record loan originations, but shares dropped 10% as management held full-year profit guidance flat despite the topline strength.

ExxonMobil $XOM ( ▼ 0.71% ) posted a wide revenue beat as production climbed and cost savings compounded, though adjusted EPS came in below the highest analyst estimates as one-time impairments and Middle East disruption costs weighed on the quarter.

Chevron $CVX ( ▼ 1.44% ) beat sharply on both lines as record U.S. production and refining throughput combined with a jump in oil prices, with shares gaining following the print.

AbbVie $ABBV ( ▼ 0.53% ) beat on both lines behind continued immunology and neuroscience growth, though the stock faces pressure from a trimmed full-year guide tied to the pending Apogee Therapeutics acquisition.

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 MAG7 earnings, the Fed decision, and our game plan for the week. See the latest full report here:

This week certainly lived up to being the biggest week of the year. Next week should be another blockbuster as we get another slew of earnings, as well as key jobs data. We’ll see if that late week recovery can hold and if August is a better month for the market.

It’s another massive week of earnings as another 25% of S&P 500 names are scheduled to report. Here is the full calendar of scheduled earnings releases:

Here is the list of names we will be covering:

Next week is all about the labor market with nonfarm payrolls, unemployment, ADP employment, JOLTs job openings, and jobless claims all on the calendar.

We also get PMI data and several other reports.

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

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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.