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 Fed and the potential government shutdown.

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/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/ TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Linktree: https://linktr.ee/Sift_stack

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.

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-stakes quest for the greatest comeback in tech history.

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.

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-Maduro Venezuelan market surge, and a Paramount-WB battle add volatility.

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/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4Newsletter: https://siftstack.beehiiv.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.

Episode 9 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The U.S. military’s seizure of Venezuelan leader Nicolas Maduro sent shockwaves through geopolitics and global markets. We discuss the immediate fallout, the energy implications, and what it means for investors. Then we turn to 2026, Wall Street’s S&P 500 targets, our S&P 500 targets, and a look back at how the Sift Stack indexes performed over the past year, with gold shining as the top performer and the U.S. dollar finishing last.

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/

YouTube Channel: https://www.youtube.com/channel/UC6bxe62kMEYtYp3avuq05vA

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5q6bbr2...

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.

Episode 8 of The Weekly Sift Stack: CJ Gettelfinger and Lucas Nulsen explore why value brands like Walmart, TJ Maxx, Dollar Tree, McDonald’s, and Ulta are winning, while Nike, Lululemon, Target, and Chipotle struggle amid inflation. Then a further deep dive into how holiday spending is reshaping markets, with Christmas outlays averaging about $1,000 per household and 2025 totals projected to exceed $1 trillion. Lastly, a talk about early sector rotation and the steady strength of finance stocks.

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 Battle of the “two Kevins” leading the odds.

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/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.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.

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 Paramount’s (PSKY) showdown for Warner Bros (WBD), McDonald’s (MCD) turning up the heat on “value”, and the rising odds of a Fed rate cut.

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/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.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.

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 markets now turn to the Fed’s final policy meeting of 2025.

This week’s stock for review is Amazon (AMZN), which continues reinforcing its wide moat across e-commerce, AWS, advertising, and AI. With capex set to grow past $150 billion and another $50 billion earmarked for government-cloud expansion, Amazon is investing aggressively to stay ahead. In Weekly Insights, online Black Friday sales hit record highs, Zootopia 2 and Wicked: For Good delivered a huge box-office weekend, and President Trump confirmed he has picked the next Fed Chair, though he’s keeping the name under wraps as December’s rate decision approaches.

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.