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.

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