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.

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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.