Sift Stack

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NQR Media
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Sift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.

  1. १ दिवसापूर्वी

    SpaceX 1st Earnings Call, Big Tech Earnings, & World Cup Controversy: TWSS 38 - 8.3.2026

    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. 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.

  2. ६ दिवसांपूर्वी

    Amazon Soars, Meta Sinks, & The Fed Splits: Sift Stack Quick Take 1 - 7.30.2026 (4:45 PM EST)

    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.

  3. २९ जुलै

    SMR Nuscale Stock Review, Google Earnings, Iran War Updates, & The Fed Watch: TWSS 37 - 7.27.2026

    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.

  4. २४ जुलै

    Apple-Getting Back on the Throne, Middle East Escalation, & The World Cup: TWSS 36 - 7.20.2026

    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.

  5. १५ जुलै

    Taiwan Semiconductor Earnings Preview, US & Iran Trade Strikes, & The World Cup: TWSS 35 - 7.13.2026

    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.

  6. ८ जुलै

    World Cup, Delta Airlines Stock Review, Hamas Commits To Stepping Aside: TWSS 34 - 7.6.2026

    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.

  7. २५ जून

    The Strait of Hormuz - Open or Closed, Micron Stock, Warsh 1st Impressions: TWSS 33 - 6.22.2026

    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.

  8. १७ जून

    SpaceX IPO, Robinhood - The Brokerage of the Next Generation & The Iran Deal: TWSS 32 - 6.15.2026

    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.

सर्व पहा (३९)

ह्याविषयी

Sift Stack seeks to supply quality information to the every-day investor, empowering them to make informed financial decisions with confidence. By prioritizing transparency and accessibility, Sift Stack aims to bridge the gap between complex financial markets and individual investors.

माहिती

  • चॅनल
    NQR Media
  • निर्माता
    Tyler Sherven
  • सक्रिय वर्षे
    २०२५ - २०२६
  • एपिसोड्स
    ३९
  • मानांकन
    क्लीन करा
  • कॉपीराइट
    © Copyright 2026 Tyler Sherven
  • संकेतस्थळ दाखवा
    Sift Stack

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