Sift Stack

Episode 7 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The spotlight is on Taiwan Semiconductor (TSM), a leader in the global chip supply powering AI giants like NVIDIA, Apple, and AMD. Beyond Chips, Time crowns the “Architects of AI,” iRobot (IRBT) files chapter 11 amid tariff pressure, and Fed succession chatter heats up with the Batt...

Episode 6 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Yields ticked higher last week after the Fed’s favorite inflation gauge, the core PCE, came in softer than expected. Stepping away from the Mega Cap companies, we take a deep dive into fintech standout SOFI. Then we breakdown the week’s biggest headlines: Netflix (NFLX) and Paramoun...

Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The markets wrapped up November on solid footing. Last week, equities and bonds ticked higher as rate-cut expectations strengthened, with CME FedWatch pricing an 88% chance of a December cut. Bitcoin (BTC) slipped again after new warnings from China’s central bank, and mark...

Summary: Welcome back to The Weekly Sift Stack , where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets finally exhaled, with the S&P 500 and NASDAQ pulling back again, while Bitcoin took a full-on tumble. Investors are concerned with AI-bubble talk and Fed uncertainty. In today’s insights, NVIDIA (NVDA) keeps printing, Eli Lilly (LLY) joins the trillion...

Summary: Welcome back to The Weekly Sift Stack , where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Washington finally ended the longest shutdown in U.S. history, and the penny took its last bow after 233 years. Michael Burry says AI is the next bubble; JPMorgan says the boom is just beginning. The $2,000 tariff rebate is still just talk, needing laws (and limit...

Summary: Welcome back to The Weekly Sift Stack , where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, we officially hit the longest U.S. government shutdown in history, over 40 days, may finally be nearing its end. The standoff has disrupted data releases and pressured travel and aviation, while defensive sectors have held firm. In Corporate headlines,...

Summary: Welcome to The Weekly Sift Stack , where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, gold’s record-breaking run hits resistance as the U.S. dollar strengthens and trade tensions with China ease. Inflation cooled more than expected in September, boosting investor confidence and sending the Dow soaring past 47,000 for the first time. ✉️Tyler S...