Sift Stack

Episode 34 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Delta doesn't make money flying you across the country. They make it from your wallet. American Express pays Delta billions for SkyMiles, generating $8.2 billion in 2025 and fueling the airline's rise to the world's largest by market cap. Add a premium cabin boom,...

Episode 33 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Memory is the new gold rush. Micron just joined the trillion-dollar club, with quarterly revenue up 196% year-over-year as AI's appetite for storage grows. The same forces are lifting WDC and SNDK. Here's the interesting part: analysts expect Micron to nearly match...

Episode 32 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Robinhood (HOOD) is for review. The commission-free pioneer has rebuilt its reputation since the 2021 GameStop fallout, climbing back to record highs: 27.4 million funded customers and $307 billion in platform assets, up from $193 billion 18 months ago. With Gen X...

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...

Episode 30 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. CrowdStrike is up for review, as cybersecurity rebounds as investors realize AI increases security demand rather than replacing it. Furthermore, we take a dive into record-low U.S. consumer confidence, NVIDIA and Microsoft's new Arm-based RTX Spark PC chip, rising...

Episode 29 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. This week, all eyes are on NVIDIA’s Q1 2026 earnings as it fights Alphabet to keep its top spot in the S&P 500. With Wall Street targeting a massive 80% revenue growth ($77-79B), will AI d...

Episode 28 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. Nebius ($NBIS) just doubled YTD, fueled by massive GPU-rental contracts with Meta and Microsoft totaling over $46 billion. But with a sky-high 440 P/E, the big question is sustainability. Mean...

Episode 27 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Drug distributor, Cencora, is in the spotlight for a stock review. With $325B in revenue, its low-margin business relies on massive pharmaceutical volume and a defensive but narrow economic moat. The Strait of Hormuz dual blockade has spiked energy costs, forcing S...

Episode 26 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Wednesday marks an Earnings Extravaganza as Amazon, Google, Meta, and Microsoft drop Q1 reports - a staggering combined $12 trillion in market cap to be evaluated. We’re diving deep into Microsoft: why is it lagging in 2026? Despite "Software is Dead" AI fears, MSF...

Episode 25 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Tesla is at a strategic crossroads as it prepares for Thursday’s earnings. While 2026 EV sales face headwinds from expired tax credits, the narrative has shifted. Tesla is now a vertically integrated powerhouse in AI, robotics, and energy. Investors are prioritizin...

Episode 24 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Global markets are celebrating a historic turnaround following the Israel-Lebanon ceasefire and the reopening of the Strait of Hormuz. The Dow surged 1000 points, while the S&P 500 and NASDAQ reached new all-time highs, marking the fastest recovery from a near-...

Episode 23 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The bulls are back! On The Weekly Sift Stack , the S&P 500 reclaims green territory as markets price in a contained Iran conflict despite a new U.S. blockade. Intel steals the spotlight with a 58% monthly surge, driven by a Google partnership and Elon Musk’s $2...

Episode 22 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Lululemon is currently facing a retail paradox. Despite record revenue, shares have retreated to 2019 levels as North American growth stalls and the search for a permanent CEO continues. At an 11.72 P/E, is LULU a value play or a fading trend? In geopolitics, a two...

Episode 21 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Meta is struggling after a major ruling on social media addiction sent shares down. While current fines are small, the threat of more lawsuits and new rules still looms. At the same time, the Pentagon plans potential ground missions targeting Iran’s Kharg Island oi...

Episode 20 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. A proposed five-day ceasefire temporarily sent oil below $90, though global energy shortages are forcing some nations into four-day work weeks & remote work. Meanwhile, mortgage rates continue to rise. JPMorgan Chase is the "stock of the week," nearing a $1 tri...

Episode 19 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Market volatility remains the name of the game as we hit the third week of the War in Iran. While crude oil has retreated from its $98 highs, the U.S. Dollar continues to flex its muscles, creating a complex backdrop for the Fed and bond markets alike. In this epis...

Episode 18 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. They analyze the volatile 2026 market landscape as the conflict in Iran intensifies. The team breaks down year-to-date performance for the S&P 500 and NASDAQ, contrasting sector rotations with gold’s impressive 19% surge. A deep dive into the energy sector high...

Episode 17 of The Weekly Sift Stack: CJ Gettelfinger & Tyler Sherven break down the biggest stories moving markets. They detail the military strikes in the Middle East, the death of Ayatollah Khamenei, and the resulting economic fallout. Oil prices have jumped, while the travel and cruise sectors are falling. Beyond the conflict, the guys analyze the Paramount and Warner Bros merger, Intuit’s...

Episode 16 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. USA women’s and men’s hockey teams swept Canada for gold, the first for the men’s team since 1980’s Miracle On Ice. Intuit ($INTU) is currently the S&P 500’s deepest diver, declining 37% YTD as of market open 2/27/2026 the software sector faces a brutal 2026 re...

Episode 15 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. Our "Stock of the Week" is Walmart (WMT) , reporting earnings February 19th. After losing the revenue crown to Amazon (AMZN), can the $1 trillion retail giant bounce back? We’re watching their margins and grocery dominance closely. Meanwhile, streaming drama intens...

Episode 14 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team welcomes CJ back from his wedding in Puerto Rico and honeymoon in Vietnam. The crew recaps the Super Bowl, praising the Seahawks' win and Bad Bunny’s halftime show. They dive into Anheuser-Busch's 19% YTD climb to preview earnings this Thursday despite hig...

Episode 13 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. We discuss Amazon’s core business models, why it’s currently lagging behind the market, and the big 3 things you need to watch for this week’s earnings on 2/5/2026. Plus, we recap Apple’s record-breaking quarter and what it means for the broader tech sector. This episode is powered by...

Episode 12 of The Weekly Sift Stack: Tyler Sherven and Lucas Nulsen break down the biggest stories moving markets. Apple reports earnings this Thursday. We are analyzing why AAPL is the “oddball” of the Magnificent 7 and if the new Google Gemini AI partnership can finally spark growth. We break down iPhone 17 sales, the China recovery, and Apple’s shift to services. Plus - critical updates on the...

Episode 11 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The S&P 500 is reeling as a perfect storm of geopolitical tension hits the markets. From trade wars over Greenland to Netflix’s $82.7B play for Warner Bros., the global order is shifting. In this video, we break down the declining US Dollar, the surge in Gold, and Intel’s high-...

Episode 10 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets started the year strong, as we started to see rotation away from mega-cap tech into small-cap stocks. Capital One (COF) is the stock of the week, though political pressure on credit card rates clouds bank earnings. Meanwhile Fed-White House tensions, rising gold, a post-Mad...