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If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 25,000 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.

It was a mixed week for the major indexes as markets digested the jobs market data.

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

The U.S. labor market stumbled in August, with nonfarm payrolls adding just 22,000 versus expectations for 75,000. The unemployment rate ticked up to 4.3%, the highest since October 2021, while revisions cut prior months’ job gains further. Markets are now pricing in near-certainty of a Fed rate cut later this month as both equities and Treasury yields slid sharply on the news.

🔑 Key Points

👀 What You Need to Know

The August jobs miss virtually locks in a September rate cut, but it also raises questions about whether hiring softness is turning into broader weakness. Manufacturing losses show tariffs are weighing on demand, while wage growth slowing to 3.7% eases near-term inflation risk. That relief gives the Fed space to cut, but investors should brace for turbulence if inflation re-accelerates against a weakening labor backdrop.

Broadcom $AVGO ( ▲ 3.21% ) reported Q3 FY25 earnings that beat expectations, with revenue rising 43% YoY to $24.2B and EPS of $12.43 topping estimates. Guidance for Q4 points to $17.4B in sales vs. $17.02B consensus, with AI revenue forecast at $6.2B. Shares surged after CEO Hock Tan revealed a new $10B XPU order from a fourth hyperscale customer, widely believed to be OpenAI.

🔑 Key Points

👀 What You Need to Know

Broadcom’s $10B XPU win signals that hyperscale buyers are hedging against Nvidia dominance and validates its custom accelerator roadmap. If OpenAI is indeed the customer, the deal reshapes Broadcom’s AI trajectory heading into 2026, with analysts now projecting ~30% companywide revenue growth. But at a stretched valuation and with heavy reliance on a handful of hyperscalers, execution risk and customer concentration remain key factors investors must weigh.

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Alphabet $GOOGL ( ▼ 0.1% ) shares surged this week after a favorable antitrust ruling spared it from the harshest remedies. Judge Amit Mehta blocked DOJ efforts to force divestitures of Chrome or Android, saying such measures would harm consumers. Instead, the court banned exclusive contracts, required limited data sharing with rivals, and extended oversight to Google’s GenAI products.

🔑 Key Points

👀 What You Need to Know

This ruling is a clear win for Alphabet, removing the threat of a breakup while preserving its key Apple and Android distribution channels. Limits on exclusivity and mandated data sharing will pressure Google’s edge but stop short of structural change. Regulators also extended remedies to GenAI, signaling future battles in emerging markets. Overall, Alphabet retains its ad machine intact, easing investor concerns.

📚 Edge-ucation: What is Antitrust (and why it mattered for Google)?

Antitrust laws are designed to prevent companies from stifling competition, protecting both consumers and markets from monopolistic behavior. In the U.S., they trace back to the Sherman Act of 1890, which outlawed monopolies and unfair restraints of trade. Regulators use these tools when a single company grows so dominant that it can control prices, limit rivals’ access to markets, or restrict innovation.

For investors, the concern was that regulators might force Google to sell off Chrome or Android, moves that could have broken its ecosystem and destroyed the cash-flow engine driving Alphabet’s ad dominance.

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 the upcoming jobs reports, as well as our expectations for key earnings. See the latest full report here:

This report is a breakdown of every options trade we made this week—what we opened, what we closed, and how our open trades are performing. Each edition gives you full transparency on our strategy, including entry points, premiums collected or paid, trade rationale, and risk/reward setups. Here is how our trades did in the month of August:

See this week’s recap:

Next week will be pivotal as investors watch whether inflation data shifts expectations for a Fed rate cut later this month.

Earnings season is coming to an end but there are two companies that we cover left reporting next week. Here is the list of names we will be covering next week:

Here is the full calendar of scheduled earnings releases:

Next week is another big week on the economic front as we get the latest inflation data ahead of the Fed’s next interest rate meeting. We also get initial jobless claims 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

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.