Sift Stack

NQR Media
NQR Media
  • 5.0 (2)
  • Investing
  • Updated Weekly

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. 16h ago

    SpaceX Earnings Recap, Applied Materials Earnings Preview, & U.S. Oil Reserves: TWSS 39 - 8.10.2026

    Episode 39 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The S&P 500 is at fresh all-time highs after July payrolls came in at negative 23,000 against roughly 80,000 expected & progress toward peace in Iran, flipping September odds from a Fed hike back toward a hold. The deep dive is Applied Materials, reporting Thursday after the close with consensus near $9 billion in revenue, up about 23% year over year. Also covered: SpaceX's first quarter as a public company, Berkshire's cash falling to $365.5 billion under Greg Abel, Intel's $15 billion offering, Palantir setting the bar, and the Strategic Petroleum Reserve at a 43-year low. Which name moves most this week? 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. 5d ago

    SpaceX & NuScale Earnings Review, Iran War Updates: Sift Stack Quick Take 2 - 8.6.2026 (3:30 PM EST)

    Sift Stack Quick Take 2: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. SpaceX's first post-IPO lockup expiration, with roughly 911.5 million shares becoming eligible to trade two days after the company's debut quarterly report. CJ digs into Q2 revenue growth, $18.4 billion in capital expenditures, Starlink's subscriber momentum, and why an expanding free float can pull index funds and managers into the name. Then NuScale's Q2 print — revenue down about 99% year over year — the balance sheet shift toward long-term investments, and what's next on TVA. Plus an Oklo tease and conflicting Iranian reports out of the Strait of Hormuz. 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. Aug 4

    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.

  4. Jul 30

    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.

  5. Jul 29

    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.

  6. Jul 24

    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.

  7. Jul 15

    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.

  8. Jul 8

    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.

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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Channel
    NQR Media
  • Creator
    Tyler Sherven
  • Years Active
    2025 - 2026
  • Episodes
    41
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Tyler Sherven
  • Show Website
    Sift Stack

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