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11.12.2025 - The Longest Shutdown, The Biggest Ad Machine, and a Trillion-Dollar Paycheck
Manage episode 519122351 series 3697069
Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. This week, we officially hit the longest U.S. government shutdown in history, over 40 days, may finally be nearing its end. The standoff has disrupted data releases and pressured travel and aviation, while defensive sectors have held firm. In Corporate headlines, Elon Musk just secured a record-breaking $1 trillion pay package, marking yet another milestone in the business world’s week of extremes.
Our Stock of the Week, Meta (META), proved why the Zuck is the ad king with billions of daily users across Facebook, Instagram, WhatsApp, and Threads. A One-time $15.9 billion tax charge hit Q3 earnings, but underlying EPS still grew 8.9%, keeping Meta’s wide moat intact. With 98% of revenue from ads and $100B in AI investments planned for 2026, the company is betting big on its next phase of growth.
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.
✉️Tyler Sherven [email protected]
✉️ CJ Gettelfinger [email protected]
Visit siftinvesting.com for more information!
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