Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Markets finally exhaled, with the S&P 500 and NASDAQ pulling back again, while Bitcoin took a full-on tumble. Investors are concerned with AI-bubble talk and Fed uncertainty. In today’s insights, NVIDIA (NVDA) keeps printing, Eli Lilly (LLY) joins the trillion-dollar club, Meta (META) faces new psychological-impact scrutiny, Wicked 2 revives the box office, and the Fed prepares for December without fresh inflation data.

Our Stock of the Week, Oracle (ORCL), is riding the AI wave with a stunning $455 billion in contracted revenue, which sent the stock soaring 40% in a single day. But to deliver on those promises, the company is taking on massive debt, potentially topping $150 billion this month and projected to hit $300 billion by 2028, making it the most indebted company in the world. Investors don’t seem to care (yet), betting that Oracle’s all-in push to build data-center capacity will transform the company into an AI powerhouse.

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.

✉️Tyler Sherven [email protected]

✉️ CJ Gettelfinger [email protected]

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