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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 23,000 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.

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Market Talk

With tariff threats back in the news, the major indexes all fell to the end the week.

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.

Trump calls for 50% tariff on European Union starting June 1

President Trump ignited market turmoil Friday by recommending a sweeping 50% tariff on all European Union imports starting June 1. The post, made on Truth Social, accused the EU of stalling trade negotiations and exploiting the U.S. through regulatory barriers, VAT taxes, and currency manipulation. U.S. and European stocks dropped immediately, as investors braced for a potential escalation in global trade tensions just days after signs of progress with China and the UK.

🔑 Key Points

• Trump said the EU “has been very difficult to deal with” and that negotiations were “going nowhere.”

• The 50% tariff, if implemented, would apply to all EU imports not manufactured in the U.S.

• U.S. stock futures and European indices sold off on the news, with the latter down 2% intraday.

• Treasury Secretary Bessent suggested the move was meant to pressure the EU into a better deal.

• Chicago Fed’s Goolsbee warned such tariffs could trigger stagflation: slowing growth with rising prices.

👀 What You Need to Know

This marks a major reversal in trade momentum and reintroduces tariff risk into the market narrative. While the White House downplayed the comments as non-policy, the June 1 “deadline” now looms large. A 50% tariff would not only disrupt transatlantic trade flows, impacting auto, pharma, and industrial goods, but also risk retaliation. For investors, the volatility adds new macro risk heading into June and could force the Fed to navigate a more complex inflation-growth puzzle if stagflationary effects emerge.

Nuclear stocks surge on report Trump executive orders to boost industry

Nuclear power stocks exploded higher Friday after reports that President Trump plans to sign executive orders aimed at jumpstarting the U.S. nuclear industry. The move would invoke the Defense Production Act, declaring a national emergency over U.S. reliance on Russian and Chinese uranium, while fast-tracking permits and siting for new reactors on federal land. Shares of advanced reactor firms like Oklo and NuScale surged 20%+, while uranium miners and nuclear utilities also posted strong gains.

🔑 Key Points

• Trump to sign executive orders enabling reactor construction and nuclear fuel independence.

• Advanced reactor companies Oklo (+25%) and NuScale (+18%) led sector gains.

• Uranium miners Uranium Energy, Energy Fuels, and Centrus Energy rallied 10–19%.

• Nuclear is poised to benefit from AI/crypto-fueled power demand and preserved tax credits.

• Nuclear will be essential to powering data centers amid the AI buildout boom.

👀 What You Need to Know

Trump’s nuclear pivot isn’t just policy—it’s a potential inflection point. With power demand from AI and crypto surging, and green energy infrastructure under political pressure, nuclear is re-entering the spotlight as a reliable, scalable solution. This regulatory tailwind, coupled with supply chain reshoring efforts, could spark a structural revaluation in nuclear assets. Investors betting on clean baseload power now have momentum, narrative, and policy aligned.

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Trump says Apple must pay a 25% tariff on iPhones not made in the U.S.

President Trump escalated trade tensions Friday by threatening a 25% tariff on all iPhones not made in the U.S., taking direct aim at Apple’s global supply chain. The post, made on Truth Social, sparked a 2% drop in Apple shares and adds fresh uncertainty just weeks after a fragile tariff pause. The threat comes despite Apple’s ongoing $500B U.S. investment pledge and Tim Cook’s recent White House visit.

🔑 Key Points

• Trump warned Apple must manufacture iPhones in the U.S. or face at least a 25% tariff.

• Most iPhones are built in China, with production shifting toward India—but not the U.S.

• Analysts say a fully U.S.-made iPhone could cost up to $3,500, triple current prices.

• Apple is already forecasting $900M in Q2 tariff-related costs and flagged tariff unpredictability.

• This threat came alongside a 50% EU tariff warning, signaling a broader trade offensive.

👀 What You Need to Know

This isn’t the first time Apple has faced tariff pressure, but it’s one of the most direct threats yet. A 25% tariff would likely make iPhones more expensive and could hurt Apple’s profits if the company absorbs the cost. Apple is already dealing with weaker demand in China, so added pressure from U.S. policy only adds to the uncertainty. This highlights how global companies like Apple can be heavily impacted by political headlines, even before any official policy is put in place.

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.

• The House passed Trump's 'big, beautiful bill.' Here's how it affects taxpayers and businesses

• Treasury Yields Soar as Ballooning U.S. Deficit Worries Wall Street

• Nvidia Partners with Navitas Semiconductor for Powerful AI Data Center Solution

• Walmart to Cut 1,500 Corporate Jobs in Restructuring

• Nike to resume selling directly on Amazon for first time since 2019

• AT&T agrees to buy Lumen's consumer fiber business for $5.75 billion

• Intuit Raises 2025 Earnings Guidance; Reports Strong Q3 Growth

• Snowflake shares soar to highest level in over a year as revenue tops $1 billion for first time

• Zoom stock reacts to Q1 earnings beat, full-year guidance raise

• Advance Auto Parts Stock Soars 55%. Guidance Is Holding Up in the Face of Tariffs

• BJ's Stock Slips as Q1 Comparable Club Sales Come Up Short of 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 credit downgrade, market momentum and the earnings in the week ahead from names we cover. 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. We broke down a play on SPY following its recent run. See the latest report here:

Stock Deep Dive - Salesforce

Our Deep Dive focused on Salesforce this week. We not only broke down the financials of one of the largest Dow components, but we also shared our valuation models, price targets for 2025, and put the stock through our Edge Scoring System. You can see the full analysis 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 Home Depot, Lowe’s, Palo Alto, and Target. See this week’s recap:

The Week Ahead

Monday may be Memorial Day, but next week is no vacation for the markets. There will be a number of key economic reports, and of course there is the earnings that nearly all investors have been waiting for from Nvidia. Plus we’ll see if there’s any continued fallout from the recent uptick in tariff headwinds.

Earnings Reports

Earnings season may be winding down but there are still t names we cover here at Edge on the calendar next week, including that all important one from Nvidia. Here is the list of names we will be covering:

• Monday 5/26: --

• Tuesday 5/27: --

• Wednesday 5/28: Nvidia, Salesforce, and Dick’s Sporting Goods

• Thursday 5/29: Costco and Ulta Beauty

• Friday 5/30: --

Here is the full calendar of scheduled earnings releases:

Economic Reports

Next week is jam packed with data, even with the holiday on Monday. The main focus will be Friday’s PCE inflation report, but we also get the meeting minutes from the latest FOMC meeting, initial jobless claims, consumer sentiment, and several housing reports.

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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.