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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.

Stocks had a tough week on the US/Iran news and NFP report, though SaaS stocks did have a nice bounce. Meanwhile, oil jumped 35% to close above $90.

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

The escalating conflict between the United States and Iran is beginning to ripple through global financial markets, primarily through energy prices, shipping disruptions, and inflation expectations. Oil prices jumped after strikes and retaliatory attacks raised concerns about flows through the Strait of Hormuz. Equity markets have reacted with increased volatility as investors evaluate the risk of prolonged conflict and higher inflation.

🔑 Key Points

👀 What You Need to Know

The market impact of this conflict is flowing first through energy prices. The Strait of Hormuz remains the central pressure point because a meaningful share of global oil exports moves through that channel. If tanker disruptions continue, crude prices could climb toward the $100 range and place renewed pressure on inflation expectations. Energy and defense stocks have benefited from the geopolitical premium while airlines, travel, and other fuel sensitive industries face pressure as investors reassess risk.

The U.S. labor market unexpectedly contracted in February as severe winter weather, a major health-care strike, and broad sector softness weighed on hiring. Job growth missed expectations and marked another month of uneven employment momentum following several volatile readings late last year. The unemployment rate moved higher while wage growth remained firm, creating a mixed signal for policymakers assessing the next step in monetary policy.

🔑 Key Points

👀 What You Need to Know

Even accounting for weather disruptions and the health-care strike, the report adds to evidence that hiring momentum is cooling, with job losses across multiple sectors and long-term unemployment rising. At the same time, wage growth remains firm and oil prices are surging following the U.S.-Iran escalation, keeping inflation risks elevated. That combination leaves the Federal Reserve facing a difficult tradeoff between slowing employment and renewed inflation pressure.

📚 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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Broadcom $AVGO ( ▼ 0.92% ) delivered a strong earnings beat driven by AI demand. The stock was +6.7% this week.

For full breakdowns of all 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 US attacking Iran and our thoughts on how it would affect the market. See the latest full report here:

This report is a breakdown of an options trade we made this week on AMD—we outlined the thought process behind the trade, complete with risk-reward analysis and specific strike/expiration details. See this week’s report:

Our Deep Dive focused on MercadoLibre 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:

Inflation will be in focus next week, especially as oil prices continue to rise on the US/Iran war.

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, 3 of the names we cover are set to report:

Next week will be all about inflation as both PCE and CPI reports are scheduled to be released.

We also get initial jobless claims, several housing reports, and consumer sentiment.

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

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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.