Good morning investors!

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.

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It was a hell of a week for the market with all 3 major indexes finishing very much in the green, but it was especially strong for tech, SaaS stocks, and the overall AI trade. Energy and utilities were the only sectors really in the red.

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

It was a strong week for Q2 reports, with many companies beating on both lines in various forms, but reactions were largely split as margins and guidance proved to be the biggest factors for price action.

AMD $AMD ( ▼ 1.21% ) delivered a record quarter as data center revenue more than doubled, with management pointing to accelerating EPYC and Instinct demand heading into the Helios ramp, though shares were roughly flat this week.

SpaceX $SPCX ( ▲ 15.83% ) posted its first earnings report as a public company, and results blew past Wall Street's estimates on both revenue and losses, with Starlink subscriber growth and a surging AI compute business driving the topline.

Sandisk $SNDK ( ▼ 3.68% ) closed out its fiscal year with a blowout quarter, as surging enterprise SSD demand and tight NAND pricing pushed both lines well past estimates, and the company authorized a large new buyback even though shares were roughly flat this week.

Eli Lilly $LLY ( ▼ 0.52% ) topped estimates on both lines and raised full-year revenue guidance again, as Mounjaro and Zepbound demand kept accelerating, sending shares up 4% this week.

Uber $UBER ( ▲ 6.46% ) delivered an in-line quarter and crossed $10B in trailing free cash flow for the first time, after an initial drop post earnings, shares jumped more than 5% this week.

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 a full slate of labor market data covering job openings, private payrolls, layoff announcements, jobless claims, and the monthly government employment report. Each release offered a different angle on hiring, firing, and wage trends across the economy. The combined data showed a labor market that continued to slow this summer, with hiring activity softening across nearly every report released.

🔑 Key Points

👀 What You Need to Know

This week's data adds to a wider pattern of slower hiring through 2026. Private payrolls, government payrolls, and job openings all came in below forecasts, showing weakness across several parts of the economy. Layoffs stayed low and wage growth for workers also missed expectations, marking the slowest annual pace since May 2021. The combination points to a labor market slowing across hiring, pay, and participation at the same time the Federal Reserve is deciding on its next move.

Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.

One of the biggest potential winners? Mode Mobile.

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^{The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.}

Iran and Oman moved toward a possible agreement this week on managing shipping through the Strait of Hormuz. Iran denied that the United States played any direct role in the talks, even as President Trump suggested a deal was close. Separately, Treasury Secretary Scott Bessent pushed the Federal Reserve to expand a lending facility that would help Japan defend the yen.

🔑 Key Points

👀 What You Need to Know

Actual shipping traffic through the strait remains far below normal levels despite the reported progress. The confusion over who is actually negotiating could make any agreement harder to enforce if tensions resurface. Bessent's push on the yen also tests how far the Fed will bend its tools to support US allies, raising questions about central bank independence.

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 of earnings, US/Iran, the labor market, and our game plan for the week. See the latest full report here:

Our latest addition to the Edge+ perks is video deep dives. This week’s first ever video Deep Dive focused on Amazon. See our thoughts on the company, our valuation models, price targets for 2026, and quick analysis. Members can see the full deep dive 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:

Earnings season takes a bit of break next week, though there are still some interesting reports to watch, but the main catalyst next week will be the latest inflation data.

It’s a quieter week on the earnings front but several notable names are slated to report. Here is the full calendar of scheduled earnings releases:

Here is the list of names we will be covering:

Next week is big, especially following the labor data that was just released, as we get 2 key inflation reports in the CPI and PPI.

We also get retail sales, jobless claims, existing home sales data, and consumer sentiment.

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.