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If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 27,000 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.

It was another red week for the markets following Nvidia’s earnings and Block’s massive layoff announcement.

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

NVIDIA $NVDA ( ▼ 4.17% ) delivered another major beat with strong guidance, but the stock was down -6.7% this week as expectations remained extremely elevated following earnings.

Block $XYZ ( ▲ 16.82% ) announced plans to eliminate roughly 4,000 roles, about 40% of its workforce, with CEO Jack Dorsey attributing the decision to rapid advances in artificial intelligence reshaping how companies operate. Shares rallied sharply following the announcement, but the broader software and fintech complex sold off as investors weighed the longer-term labor and demand implications of AI-driven efficiency.

🔑 Key Points

👀 What You Need to Know

Block’s layoffs landed at a sensitive moment for technology stocks because they highlight how AI adoption can improve company efficiency while simultaneously raising questions about future software demand. If fewer employees are needed to run businesses, growth assumptions tied to seat expansion across SaaS platforms become less certain. The immediate selloff across software reflects investors adjusting to that possibility, even as individual companies pursue higher margins through automation.

📚 Edge-ucation: What is a SaaS Company?

A SaaS, or Software-as-a-Service, company delivers software through the cloud on a subscription basis instead of selling one-time licenses. Customers typically pay monthly or annually to access the software online, which creates recurring revenue and allows companies to update products continuously without requiring users to install new versions.

Understanding SaaS companies helps investors analyze why hiring trends, customer growth, and renewal rates play such a large role in software stock valuations.

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Several major companies reported this week, with results broadly beating expectations while investor reaction centered on guidance strength, margin outlooks, and visibility into demand trends heading into 2026.

Salesforce $CRM ( ▼ 2.35% ) delivered a clean beat with strong backlog growth and accelerating AI-related bookings metrics, but investors stayed focused on forward revenue cadence and near-term margin framing.

Home Depot $HD ( ▲ 1.5% ) delivered its first beat in a year with comps turning positive, but the bigger debate stayed centered on big-ticket project softness and how quickly housing activity can normalize.

Lowe’s $LOW ( ▲ 0.07% ) beat on the quarter with comps back in the green, but guidance leaned cautious and kept the market focused on category uncertainty and spring demand visibility.

IonQ $IONQ ( ▼ 6.14% ) posted a massive revenue upside surprise and raised its 2026 outlook, keeping the story focused on bookings conversion and whether backlog strength can keep scaling fast enough to justify burn.

Duolingo $DUOL ( ▼ 14.01% ) beat the quarter, but shares got hit on a softer bookings outlook as management openly prioritizes user growth over near-term monetization in 2026.

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 Nvidia earnings and our gameplan heading into the week. See the latest full report here:

Labor data and several key earnings will be in focus next week.

Earnings season is coming to and but there are still a handful of important names left to report. Here is the full calendar of scheduled earnings releases:

Overall, 4 of the names we cover are set to report:

Next week will be all about the labor market as NFP, unemployment, ADP employment, and initial jobless claims are on the docket.

We also get two key PMI reports which will give us some insights to the overall economy.

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.

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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.