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.