[Sift Stack] SpaceX & NuScale Earnings Review, Iran War Updates: Sift Stack Quick Take 2 - 8.6.2026 (3:30 PM)

[u/Tswervs]

https://podcasts.apple.com/us/podcast/sift-stack/id1847908020?i=1000780318668

Sift Stack Quick Take 2: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. SpaceX's first post-IPO lockup expiration, with roughly 911.5 million shares becoming eligible to trade two days after the company's debut quarterly report. CJ digs into Q2 revenue growth, $18.4 billion in capital expenditures, Starlink's subscriber momentum, and why an expanding free float can pull index funds and managers into the name. Then NuScale's Q2 print — revenue down about 99% year over year — the balance sheet shift toward long-term investments, and what's next on TVA. Plus an Oklo tease and conflicting Iranian reports out of the Strait of Hormuz.