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Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of more than 16,000 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

After starting the week down over 4%, the S&P 500 and Nasdaq bounced off the lows to end the week nearly flat.

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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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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.

Weekly jobless claims fall, relieves recession-wary markets

There was a significant drop in the number of Americans applying for unemployment benefits last week, which eased market fears about a potential recession and the Federal Reserve's response.

Initial claims fell by 17,000 to 233,000, a larger decrease than expected.

The nonfarm payrolls report last week showed that job gains slowed in July and the unemployment rate rose to 4.3%, raising concerns that the labor market might be weakening, which could prompt strong action from the Fed.

Markets reacted strongly to the jobless claims report, with the S&P 500 rising nearly 2.5%, treasury yields surging and even sending Bitcoin much higher.

Palantir stock jumps on Microsoft partnership to sell AI to U.S. defense, intel agencies

Palantir's shares rose by 11% after announcing a partnership with Microsoft to offer secure cloud, analytics, and AI services to U.S. defense and intelligence agencies.

This collaboration will allow Palantir to launch its products, including Gotham, Foundry, Apollo, and AIP, on Microsoft's cloud platform for government use.

The partnership aims to help these organizations develop AI tools for planning and logistics, with Palantir also providing trial services and training sessions.

Amazon Deals Let Shoppers Buy Products on TikTok, Pinterest

Amazon has partnered with TikTok and Pinterest to allow users to purchase products directly from Amazon without leaving the social media apps.

Users can link their TikTok or Pinterest profiles to their Amazon accounts and shop directly from ads. This move is part of a growing trend of social shopping in the U.S., where consumers increasingly make purchases through social media platforms.

The partnership offers a seamless shopping experience, showing real-time pricing, Prime eligibility, and product details.

Amazon has similar agreements with other social media platforms like Meta and Snap.

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.

• Eli Lilly blows past estimates, hikes guidance as Zepbound, Mounjaro sales soar

• Disney beats estimates as combined streaming services turn a profit

• Trump says he should get a say on Federal Reserve interest rate decisions

• Shopify soars as AI focus powers quarterly beat, bullish forecast

• Robinhood Markets Surpasses Q2 Earnings and Revenue Estimates

• Paramount Global announces it will cut 15% of U.S. workforce, shares rise on second-quarter earnings

• The Trade Desk shares jump on strong current-quarter guidance, Q2 results beat

• Duolingo's Q2 Earnings Results: Revenue In Line With Expectations, Stock Soars

• Datadog beats Q2 estimates, raises full-year outlook; shares rise

• Canopy Growth posts wider-than-expected loss as revenue falls, but company sees growth opportunities in U.S. markets

IE+ 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.

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 upcoming earnings reports and the expected volatility ahead. See the latest full report here:

Earnings Recap

Every week during earnings season we share a recap of the quarterly reports from stocks that we cover. You can see this week’s earnings recaps here:

The Week Ahead

The week ahead is all about inflation data and the economy as investors look for more clues into the state of things. And although the bulk of earnings season is behind us, we still have several major companies left to report.

Earnings Reports

Earnings season may be winding down but the work never stops. Here is the list of names we will be covering next week:

• Monday 8/12: --

• Tuesday 8/13: Home Depot

• Wednesday 8/14: Cisco

• Thursday 8/15: Walmart, Alibaba, and John Deere

• Friday 8/16: --

Here is the full calendar of scheduled earnings releases:

Economic Reports

The markets seem to think inflation is in the rear view mirror but we’ll see if inflation agrees next week as we get two critical reports in the CPI and PPI. We also get key retail sales data, several housing reports, initial jobless claims and consumer sentiment.

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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.