Episode 38 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX reports for the first time ever as a public company Tuesday, with the stock down roughly 50% from its June highs and lock-up expirations set to triple the float by the end of September. Starlink and capex will drive the call, not fundamentals. Also covered: big tech's split-screen quarter where everyone won except Apple, NuScale's Wednesday print and what the ENTRA1–TVA agreement would mean, Exxon and Chevron's blowout refining quarter on the back of the Iran war, and FIFA's collapsed $20 billion World Cup sell-off.

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Sift Stack Quick Take 1: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Amazon jumped after hours on record AWS numbers — $16.6 billion in cloud operating income, up from $10.2 billion a year ago, and the fastest growth in 18 quarters. Microsoft posted its best day since 2008 on Azure strength while Meta slid on rising expenses and shrinking free cash flow. Also, Apple's beat in Tim Cook's final call as CEO, Reddit's revenue blowout and the drop that followed, the forced unwind of Leopold Aschenbrenner's leveraged AI fund, and a divided Fed holding at 3.50%–3.75%. Is the hyperscaler rotation real, or a one-day reaction? Drop a comment.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 37 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. As AI and data center demand push the power grid to its limits, NuScale Power (SMR) is betting that small modular nuclear reactors can help power the future. The company holds the only NRC-approved SMR design and recently secured a major deployment agreement with the Tennessee Valley Authority. Elsewhere, Google's Cloud revenue jumped 82% on AI demand, though investors focused on rising spending plans. Meanwhile, Christopher Nolan's The Odyssey continues its blockbuster run, passing $639 million worldwide

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 36 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Apple ($AAPL) has passed Nvidia to reclaim its spot as the world's most valuable company at a $4.90 trillion market cap. By avoiding massive AI infrastructure spending and focusing on free cash flow, Apple continues its steady climb despite upcoming iPhone 18 price hikes. Meanwhile, Spain claimed the 2026 FIFA World Cup, defeating Argentina 1–0 in extra time. Though initial estimates projected up to a $30 billion economic boost for the US, post-tournament data showed flat tourism and a surprisingly muted impact.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 35 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. TSMC reports earnings Thursday with revenue expected to climb 35% year over year, as the hosts break down why its 75% grip on the foundry market may be the toughest moat in the game. SK Hynix, the memory giant behind Nvidia's AI chips, just raised $26.5 billion in a record U.S. debut. Big banks opened earnings season with beats across the board, and the World Cup final four is set. Not financial advice.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 34 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Delta doesn't make money flying you across the country. They make it from your wallet. American Express pays Delta billions for SkyMiles, generating $8.2 billion in 2025 and fueling the airline's rise to the world's largest by market cap. Add a premium cabin boom, with 60% of sales from premium seats, and Delta is redefining airline economics. Plus: the USMNT's World Cup run ends at Belgium's hands after the Balogun red card circus, Hamas hands over power in Gaza, and the quarterfinals are set. Let's get into it.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 33 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Memory is the new gold rush. Micron just joined the trillion-dollar club, with quarterly revenue up 196% year-over-year as AI's appetite for storage grows. The same forces are lifting WDC and SNDK. Here's the interesting part: analysts expect Micron to nearly match all of 2025's revenue in a single quarter ahead of Wednesday's earnings call. Hyperscalers like Google, Amazon, and Meta have to pay up for the memory they need. Also in news topics, we cover the world cup, Iran war, and Alan Greenspan's passing.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 32 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Robinhood (HOOD) is for review. The commission-free pioneer has rebuilt its reputation since the 2021 GameStop fallout, climbing back to record highs: 27.4 million funded customers and $307 billion in platform assets, up from $193 billion 18 months ago. With Gen X and Millennials making up over 82% of its user base, Robinhood looks well positioned for the coming wealth transfer. Also more looks into World Cup shockers, SpaceX IPO, & gold being the preference of central banks vs treasuries.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 31 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. SpaceX goes public this Friday in what's shaping up to be the largest IPO ever - priced at $135 a share, raising roughly $75 billion at about a $1.77 trillion valuation under ticker SPCX. Starlink still drives most revenue, but the new hook is AI compute: SpaceX is renting out its Colossus data centers to Anthropic and Google, with the Google deal worth $920 million a month. The open question is whether the "Elon premium" is justified on a company still losing money. Elsewhere, Novo Nordisk and Eli Lilly race for the GLP-1 weight-loss pill market, plus a stacked week of World Cup, NBA, and Stanley Cup action.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

Episode 30 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. CrowdStrike is up for review, as cybersecurity rebounds as investors realize AI increases security demand rather than replacing it. Furthermore, we take a dive into record-low U.S. consumer confidence, NVIDIA and Microsoft's new Arm-based RTX Spark PC chip, rising oil prices amid Iran tensions, the IPO race between Anthropic, SpaceX, and OpenAI, and the upcoming North American World Cup's projected $17–30 billion economic impact despite softer-than-expected tourism and ticket demand.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance. Likes & comments are not intended to be endorsements of Sift Investment Management.