Iran War Updates, Oil, & Adobe’s AI challenge: TWSS 18 – 3.9.2026

Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector highlights the record-breaking 35% weekly spike in oil prices following the closure of the Strait of Hormuz. Finally, the hosts examine the software sector's struggles, specifically focusing on Adobe’s recent "narrow moat" downgrade and the mounting competitive pressure from AI-driven alternatives.

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/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

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.