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 intensifies: Netflix (NFLX) gave Warner Bros. Discovery (WBD) a seven-day "hall pass" to entertain a bid from Paramount (PSKY). Finally, Anheuser-Busch (BUD) is celebrating a 25% YTD gain and a major debt milestone.

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 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 high debt and analyze Amazon’s record-breaking $700B revenue from their recent earnings call.

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

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

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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.

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 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 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/

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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.

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.