[Sift Stack] AI Infrastructure, Stock Review of Nebius, Hantavirus, & SpaceX IPO: TWSS 28 - 5.11.2026
E4 Reddit (hantavirus search) · 2026-05-13 · United States
Episode 28 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. The market is charging ahead, and AI infrastructure is leading the pack. Nebius ($NBIS) just doubled YTD, fueled by massive GPU-rental contracts with Meta and Microsoft totaling over $46 billion. But with a sky-high 440 P/E, the big question is sustainability. Meanwhile, SpaceX is eyeing a record-breaking $1.75 trillion IPO this June with the same sustainability questions, showing just $15 billion in revenue for 2025. Geopolitical tensions are simmering as President Trump rejects Iran’s latest peace offer, and a cruise ship Hantavirus outbreak has sparked a speculative rally in biotech. submitted by /u/Tswervs to r/PodcastSharing [link] [comments]
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HORIZON metadata
| Source | Reddit (hantavirus search) (reddit) |
|---|---|
| NATO rating | E4 — see methodology |
| Country | United States |
| Reported date | 2026-05-13 |
| Ingested at | 2026-05-13 19:30 UTC |