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Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 22,000 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.

Market Talk

Tech dragged down the overall indexes, but there was some green out there in equities. Meanwhile, Bitcoin, gold and treasury yields saw large declines.

3 Stories Moving the Market

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

Nvidia bounces back from post-earnings slide

Nvidia's shares rebounded on Friday, briefly pushing its market cap back into the $3 trillion club alongside Apple, after a sharp 8.5% drop on Thursday that erased about $273 billion in value.

Despite this week's 8% slump, Nvidia remains the second most valuable U.S. tech company behind Apple and ahead of Microsoft.

Year-to-date, Nvidia shares are down over 12% amid investor concerns about export controls, tariffs, improved AI models, and slower growth. However, the company's market cap is still five times higher than it was two years ago at the start of the generative AI boom. Nvidia first reached the $3 trillion milestone in June 2024.

Nvidia's latest earnings exceeded analysts' expectations, with revenue jumping 78% YoY to $39.33 billion, driven by a 93% surge in data center revenue to nearly $36 billion, primarily from its AI graphics processors. The company expects a strong start to fiscal 2026 and reported resolving production issues for its next-gen chip, Blackwell, though margin pressure concerns did lead to the sell-off.

Fed’s favorite core inflation measure hits 2.6% in January, as expected

Inflation eased slightly in January, with the personal consumption expenditures (PCE) price index rising 0.3% for the month and 2.5% annually, aligning with expectations.

Core PCE, which excludes food and energy, also increased by 0.3% monthly but showed a decline to 2.6% annually from December's revised 2.9%, easing concerns about persistent inflation.

Meanwhile, personal income surged 0.9%, significantly above expectations, but consumer spending fell by 0.2%, pushing the personal savings rate up to 4.6%. This divergence suggests caution among consumers despite rising incomes.

Market expectations for a June rate cut slightly increased following the report, reflecting cautious optimism about inflation trends. But these figures likely keep the Federal Reserve on hold regarding interest rate changes, as they await more evidence of inflation returning sustainably to their 2% target.

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Google announces layoffs in its HR, cloud units as part of ongoing cost cuts

Google is implementing job cuts in its People Operations (HR) and Cloud divisions as part of internal reorganizations.

In the U.S., the company will offer a voluntary exit program for full-time HR employees starting in early March, targeting mid- to senior-level staff (levels 4 and 5) with severance packages of 14 weeks of salary plus an additional week for every year of service.

These measures align with CFO Anat Ashkenazi's priority to cut costs while increasing investment in AI infrastructure, following Q4 revenue that missed expectations but showed strong demand for AI products.

In the Cloud division, cuts are primarily affecting operations support roles, with some positions being relocated to other countries.

Alphabet’s stock is -11.3% this year.

In Other News

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.

• Salesforce misses on revenue, issues disappointing guidance

• Amazon unveils quantum chip, aiming to shave years off development time

• Meta plans to release standalone Meta AI app in effort to compete with OpenAI’s ChatGPT

• Microsoft Is Shutting Down Skype To Focus on Its Teams Application

• China vows to retaliate as necessary after Trump threatens another 10% tariff hike

• Zelenskyy leaves White House after Ukraine talks collapse

• Stripe’s valuation climbs to $91.5 billion in secondary stock offer

• Bitcoin Registers Biggest 3-Day Price Slide Since FTX Debacle. What Next?

• Homebuyers in US Canceled Contracts at Record Rate for January

• Dell Stock Falls After Beating Earnings. What’s Behind the Drop.

• WBD adds 6.4 million Max subscribers, forecasts 150 million subs by end of 2026

• Supermicro Stock is Down This Week as Avoiding Delisting Hasn't Ended Volatility

• Duolingo Stock Plunges After Q4 Earnings Miss

• Rocket Lab Stock Dives After Earnings. Why Record Sales Weren’t Enough.

Edge+ Posts of the Week

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.

The Edge Report

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 Nvidia’s earnings and the potential impacts, as well as the upcoming inflation report. See the latest full report here:

The Options Edge Report

This week, we dropped the latest Edge Options Report for our members—packed with actionable insights and options strategies. This week we discussed a trade to capitalize on the recent Block shares we acquired. See the latest report here:

Earnings Recap

Every week during earnings season is extremely busy for us here at the Edge as we dive into over 100 reports and provide our members with top tier breakdowns and insights. This week we saw earnings from Nvidia, Salesforce, Home Depot, and many more. See this week’s recap:

The Week Ahead

The labor market will be in focus next as we get several key jobs reports, while on the earnings side Broadcom, Costco, and Target are scheduled to report.

Earnings Reports

Three major retail names, a leading chip maker and one of the cybersecurity names we cover are on the earnings calendar in the upcoming week. Here is the list of names we will be covering:

• Monday 3/3: --

• Tuesday 3/4: Target, CrowdStrike, and AutoZone

• Wednesday 3/5: --

• Thursday 3/6: Broadcom and Costco

• Friday 3/7: --

Here is the full calendar of scheduled earnings releases:

Economic Reports

Next week is all about the labor market as we get nonfarm payrolls, the ADP employment report and initial jobless claims.

We also get PMI data and several Fed speeches.

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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

Disclosure

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.