Good morning investors!

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 a mixed week for markets as mega cap tech pulled the Nasdaq lower on huge capex guidance, while B.O.R.I.N.G. stocks (aka the Dow Jones) outperformed.

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

Amazon $AMZN ( ▲ 2.56% ) and Alphabet $GOOGL ( ▲ 4.01% ) made headlines this week after outlining massive capital spending plans tied to AI infrastructure. Amazon expects about $200B in 2026 spending, while Google is targeting roughly $175-185B. Other tech giants are also raising budgets as they build more data centers and buy more chips. The scale of spending shows how serious companies are about building AI capacity for the future.

🔑 Key Points

👀 What You Need to Know

This week’s announcements show how much money is being poured into AI across the tech industry. Amazon and Google are leading the push, with spending plans far above most peers. These investments are aimed at building the physical backbone needed to run AI at scale. The payoff may take time, but companies believe having more capacity now will support new services and growth in the years ahead.

For full breakdowns of Alphabet and Amazon earnings, including graphics, key points, and our takeaways, head to the earnings channel in our Discord.

📚 Edge-ucation: What is Capex?

Capex, short for capital expenditures, is the money a company spends on long-term assets that support future growth. This includes things like data centers, factories, equipment, and technology infrastructure. Unlike everyday operating costs, capex is an investment meant to generate returns over many years.

During earnings season, capex gets close attention because it helps investors understand where a company is placing its biggest bets and how those decisions could shape revenue, profits, and cash flow in the years ahead.

Advanced Micro Devices $AMD ( ▼ 1.58% ) strong beat on earnings and revenue, but stock was down -12% this week on guidance concerns.

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Several major companies across entertainment, AI, mobility, semiconductors, and healthcare reported earnings this week, with AI-driven growth standing out while consumer and platform businesses showed more mixed execution.

Disney $DIS ( ▼ 0.4% ) delivered a solid top-line beat driven by parks and streaming momentum, though margins remained pressured by higher content and sports costs.

Palantir $PLTR ( ▲ 0.26% ) delivered another AI-driven breakout quarter with massive commercial demand acceleration and strong forward growth expectations.

Uber $UBER ( ▲ 1.26% ) reported strong user growth and revenue expansion but missed on profit expectations despite improving margins.

Qualcomm $QCOM ( ▲ 1.14% ) delivered a record quarter with strength in premium handsets, but issued conservative guidance tied to memory supply constraints.

Eli Lilly $LLY ( ▼ 1.34% ) delivered a blockbuster quarter fueled by massive demand for obesity and diabetes treatments, with strong forward guidance.

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 massive week of earnings ahead, as well as all of the important jobs reports on the calendar. See the latest full report here:

Our Deep Dive focused on Meta this week. See our thoughts on the company, our valuation models, price targets for 2026, and full analysis with the help of the Edge Scoring System. You can see the full deep dive here:

Earnings season continues while the market will get some insights into economy with jobs data and a key inflation report scheduled for release.

Earnings season continues next week with another packed lineup of major companies set to report. Here is the full calendar of scheduled earnings releases:

Overall, 7 of the names we cover are set to report:

Next week will be a double whammy with the rescheduled labor reports due out Wednesday, and CPI inflation report scheduled for Friday.

We also get initial jobless claims, retail sales, and existing home sales throughout the week.

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.