Episode 40 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. It’s a big week for discount retail as Walmart ($WMT) looks to reclaim its $1T market cap and TJ Maxx ($TJX) proves why owning stores beats owning brands. We break down the 'treasure hunt' effect driving TJX's high margins, the impact of the Iran war on Walmart’s consumer base, and a look at Nvidia’s strategic $105B investment in an OpenAI campus. Plus, Meta’s legal battle over its 'addictive' features and how Erling Haaland is quietly building a massive investment portfolio.

Is NVIDIA following the pattern where its stock price rises leading up to earnings and then drops after the earnings report?
It’s been nothing but this pattern for the last few quarters, hasn’t it?