Sift Stack

Micron Earnings, Nvidia Moves, Meta Goes Poaching, Strait of Hormuz Updates: TWSS 45 - 9.28.2026

24:10

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…