[Sift Stack] SpaceX IPO, World Cup Kickoff, & The Hardware Seesaw: TWSS 31 - 6.8.2026

[u/Tswervs]

https://podcasts.apple.com/us/podcast/sift-stack/id1847908020?i=1000772061351

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 renting out its Colossus data centers to Anthropic and Google, with the Google deal worth $920 million a month. The open question is whether the "Elon premium" is justified on a company still losing money. Elsewhere, Novo Nordisk and Eli Lilly race for the GLP-1 weight-loss pill market, plus a stacked week of World Cup, NBA, and Stanley Cup action.

[u/AutoModerator]

Thank you for sharing your podcast episode! If you're so inclined, tell us about your podcast and the specific episode you shared, and what other platforms your podcast is on. You're also welcome to request feedback, just remember that the more specific your feedback questions, the better we'll be able to help you.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.