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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

All three major indexes finished the week much lower as tariff concerns, the labor market and an economic slowdown weighed on markets.

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.

U.S. payroll growth totals 151,000 in February, less than expected, unemployment rate rises to 4.1%

Job growth in February was weaker than expected but remained stable, despite efforts by the Department of Government Efficiency (DOGE) to cut federal employment.

Nonfarm payrolls increased by 151,000, slightly above January’s downwardly revised 125,000 but below the 170,000 consensus estimate. The unemployment rate edged up to 4.1%.

Federal government employment declined by 10,000, though overall government payrolls rose by 11,000. Many of the DOGE-related layoffs, totaling 62,000 according to Challenger, Gray & Christmas, will be reflected in March’s report.

Average hourly earnings increased 0.3% for the month and 4% year-over-year, slightly below the 4.2% forecast.

Trump tariffs: U.S. pauses tariffs on some Canadian, Mexican imports until April 2

This past week has been marked by retaliatory actions, market volatility, and warnings of price hikes from businesses as investors and business leaders remain on edge over a potential trade war.

President Donald Trump granted temporary tariff exemptions for Canadian and Mexican goods covered under the USMCA, lasting until April 2. However, tariffs will still apply to roughly 50% of Mexican imports and over 60% of Canadian imports. The exemptions only apply to goods compliant with the trade agreement, which governs North American trade.

Meanwhile, Trump is set to impose "reciprocal tariffs" on April 2 for countries that tax U.S. imports. Mexican President Claudia Sheinbaum urged that Mexico be spared from these measures, while Canadian Prime Minister Justin Trudeau reiterated his goal of eliminating all tariffs. Notably, the exemptions exclude China, which has vowed to fight back against any U.S. trade restrictions.

The situation remains unstable, with the potential for further economic and market disruptions.

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A tale of two earnings: Broadcom vs. Costco

Earnings season often reveals not just how companies are performing, but also how investor expectations shape market reactions.

Broadcom $AVGO ( ▲ 2.12% ) and Costco $COST ( ▲ 1.12% ) both posted strong revenue growth, yet their post-earnings stock movements tell two very different stories. Broadcom initially surged 19% before settling up 3%, while Costco dropped 7%, reflecting a market that rewards growth but punishes even the slightest signs of weakness.

Broadcom delivered 25% YoY revenue growth, fueled by booming AI chip demand, and net income skyrocketed 317% YoY. The company also guided for another strong quarter, reinforcing the AI-driven growth narrative. However, after an initial euphoric rally, investors appeared to digest its stretched valuation (P/E of 147.58) and some profit-taking kicked in, bringing the stock back down from its highs. When a stock trades at such lofty levels, even great earnings can struggle to sustain a massive rally.

Costco, on the other hand, missed EPS estimates by just 1.7%, yet was punished with a sharp selloff. While revenue and same-store sales were strong, rising expenses (+11% YoY) pressured margins, raising concerns about profitability going forward. Unlike Broadcom, which benefits from AI-driven excitement, Costco’s premium valuation demands near-perfect execution, and any margin compression is magnified in the market’s reaction.

*Note - our full breakdown of these reports, as well as several others, was sent out in Friday’s Earnings Recap.

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.

• Nasdaq 100 Tumbles Into a Correction as Tech Selloff Intensifies

• Powell says Fed is awaiting ‘greater clarity’ on Trump policies before making next move on rates

• Walmart asks China suppliers for price cuts on Trump tariffs

• Trump creates bitcoin reserve ahead of White House 'crypto summit'

• Treasury Secretary Bessent says economy could be ‘starting to roll a little bit’

• JD.com Stock Jumps 6%, Boosts Dividend by 32% in Stellar Q4

• Nasdaq Plans to Launch 24-Hour Trading Next Year

• Walgreens to go private in roughly $10 billion deal with Sycamore Partners

• Macy's stock slides as tariffs and soft guidance worry investors

• Gap Stock Soars as Retailer's Turnaround Plan Bears Fruit

• Hewlett Packard Enterprise Stock Sinks on Firm's Outlook, Cost-Cutting Measures

• ZS Earnings: Zscaler Jumps on Strong Q2 Results and Guidance

• Marvell plunges nearly 20% as outlook falls short of high expectations

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 the earnings ahead, the impacts of tariffs, and the upcoming jobs reports. 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 broke down a play on The Trade Desk following its recent sell-off. See the latest report here:

Edge Quick Picks

Every month we break down 5 stocks that we believe are attractive from a valuation perspective right now. See the 5 stocks we are buying in March:

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 Broadcom, Costco, CrowdStrike, Target and more. See this week’s recap:

The Week Ahead

Next week will be all about inflation as two key price reports are due out. Meanwhile, earnings season may be coming to an end but there are still some big names left to report.

Earnings Reports

Five of the stocks we follow will be reporting next week, including 3 retail and 2 software companies. Here is the list of names we will be covering:

• Monday 3/10: Oracle

• Tuesday 3/11: Dick’s Sporting Goods

• Wednesday 3/12: Adobe

• Thursday 3/13: Dollar General and Ulta Beauty

• Friday 3/14: --

Here is the full calendar of scheduled earnings releases:

Economic Reports

Next week is all about inflation as we get both the CPI and PPI reports.

We also get initial jobless claims, the JOLTs report and consumer sentiment.

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🗨️ 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.

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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.