
Episode #54
Micron Earnings, Nvidia Moves, Meta Goes Poaching, Strait of Hormuz Updates: TWSS 45 - 9.28.2026
Episode 45 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The team breaks down the biggest market catalysts. We preview Micron’s high-stakes fiscal Q4 earnings amidst massive AI memory bottlenecks, dive into SpaceX pushing Starship into Earth orbit, and examine Anthropic’s historic upcoming public debut. Plus, we cover Nvidia’s record $150 billion buyback boost, Meta poaching MongoDB’s CEO for its new enterprise AI division, and geopolitical tensions in the Strait of Hormuz driving up crude oil. Stay informed as we analyze what these massive corporate and macroeconomic shifts mean for your portfolio this week! 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.

