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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.

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All three major indexes made record highs this week, but all cooled from those levels into the end of the week. Tech was the big winner, though there was a decent amount of weakness under the surface.

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

President Donald Trump and President Xi Jinping agreed to a one-year suspension of China’s rare earth export controls during their meeting in South Korea, easing fears of a renewed trade war. The deal includes a partial rollback of U.S. tariffs and China’s pledge to expand agricultural purchases, though key areas remain vague. Both leaders framed the truce as temporary but likely to be extended next year.

🔑 Key Points

👀 What You Need to Know

The truce de-escalates tensions but favors Beijing strategically, as China used rare earth leverage to win tariff relief without major concessions. The deal’s vagueness on enforcement, energy purchases, and tech access underscores how fragile the truce is. While markets may cheer the short-term stability, this agreement simply resets the clock on broader US-China friction over semiconductors and trade dominance. Investors should view it as a pause in escalation rather than a lasting resolution.

Tariffs imposed earlier this year are about to show up where it hurts most, consumer prices. Bank of America estimates they add roughly 0.5 percentage points to core PCE, keeping inflation near 2.9% instead of sliding toward 2.4%. With shoppers already leaning on credit, those extra costs could pressure household budgets and narrow retailer margins just as peak season begins.

🔑 Key Points

👀 What You Need to Know

Tariffs aren’t reigniting inflation, they’re preventing it from cooling. That distinction matters for a Fed eager to claim progress while consumers still feel squeezed. Visible price jumps in daily purchases, from coffee to clothing, reinforce “inflation fatigue” and shape expectations more than official data suggests. As import-heavy goods hit shelves this holiday season, rising costs could quietly pressure margins, dampen discretionary demand, and expose how thin consumer resilience really is.

📚 Edge-ucation: What Delinquencies Really Mean

Delinquencies measure how many borrowers have fallen behind on their debt payments, typically defined as loans overdue by 30 days or more. They’re one of the clearest signals of consumer stress because they reveal when people are struggling to meet existing obligations despite stable employment or income levels.

In short, delinquencies act as the economy’s “canary in the coal mine,” showing where household cash flow cracks are forming long before they show up in unemployment or spending data.

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Several major names reported this week, with results generally better than feared. Pricing, volume, and cost control helped most companies top expectations, while guidance was steady to higher in most cases.

Eli Lilly $LLY ( ▼ 0.49% ) delivered a blowout quarter on incretin demand and raised guidance.

Mastercard $MA ( ▲ 0.91% ) beat on both lines with resilient spending and strong services growth.

Exxon Mobil $XOM ( ▲ 1.01% ) beat profit expectations, missed on revenue, and lifted the dividend.

AbbVie $ABBV ( ▲ 0.33% ) topped estimates and nudged guidance higher.

Starbucks $SBUX ( ▼ 0.07% ) posted a revenue beat and first global comp gain in seven quarters, though EPS missed.

See this week’s full Earnings Report for the stocks we cover, including Microsoft, Apple, Alphabet, Amazon, and Meta

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 upcoming Fed interest rate decision as well as several major earnings on the calendar. See the latest full report here:

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 Microsoft, Apple, Alphabet, Amazon and Meta. See this week’s recap:

It is another huge week of earnings, while we actually get a few economic releases despite the government shutdown entering its second month.

Last week may have been the biggest week of earnings season, but this week is yet another busy one here for us at the Stock Investor’s Edge. There are 12 companies that we cover expected to report and, as always, we will be breaking down each one as they release on the Discord and throughout the week in the newsletter:

Here is the full calendar of scheduled earnings releases:

As we head into month 2 of the government shutdown, economic releases are still scarce but we get a few key reports next week — ADP employment, PMI data, and consumer sentiment.

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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.

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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.