SpaceX IPO, World Cup Kickoff, & The Hardware Seesaw: TWSS 31 - 6.8.2026

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.

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