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Important updates on what we’re following each day.
We are adding 3 leaders to the business dev team at Becker Business Media. Short concise business media. We have reached 7.5 million downloads and nearly 40000 subscribers on the Becker Business newsletter.
Excited to speak today on health care and orthopedics trends at a conference chaired by Vivek Mohan an incredible surgeon and leader. The 33rd Annual Advances in Orthopedics Conference. We have amazing agendas and keynotes this year. The largest ever Becker’s Healthcare Healthcare Health IT, Digital and RCM Conf kicks
Netflix dropped 5% Friday notwithstanding solid earnings. The Wall Street Journal notes that in an elevated market “good results may not be good enough.” Shares fell 5% on Friday despite the streaming giant reporting a beat on both the top and bottom lines and raising its full-year guidance. “An overall
Amazon is hanging tough and is up a 3 percent YTD. The five biggest by revenues are: Walmart Amazon Berkshire Hathaway UnitedHealthCare Apple
NVIDIA keeps rolling. It’s market cap is now at $4.20 trillion. The five biggest by market cap are: Nvidia Microsoft Apple Amazon Google Apple remains down nearly 16% YTD.
Domino’s Delivers. U.S. same-store sales grew 3.4% in the quarter. The company’s global retail sales increased 5.6%. We had Dominos last week on a horrendous eating day — it was the only thing open late. I don’t think we made the difference in its results. See Investing. The stock points
Stellantis warns of a $2.7B loss for 1H amid tariff headwinds. Stellantis is down 30% YTD and 55% over the last 52 weeks. Big Three automaker Stellantis warned on Monday that it expects a 2.3 billion euro ($2.7 billion) net loss for the first half of 2025, hit by restructuring
The markets point up again this am. The only caveat I would add is that a good deal of growth and market records can be attributed to deficit spending which helps grow and inflate the economy. Here, at some point the deficit will need to be dealt with and at
The Cubs are ahead of the Brewers and the Cardinals in the NL Central. The Packers are winless.
I follow X/Twitter and everyone is apparently in perfect shape and a perfect entrepreneur. All I can tell you is I had a horrible day of eating yesterday and today better be a rebound day. I go to some vacation spot and ask two of my buddies what is the
We did a Twitter poll and it showed that more than 70% of people who responded didn’t think the Big Beautiful Bill would be good for America. Given how right to center right and MAGA X tends to lean, I didn’t expect that.
I’m looking forward to the McGuireWoods LLP Charlotte HealthCare Growth and Operations Conf in Sept. This is a great operation every year and I’m excited to bring the Becker’s Healthcare and Becker Business Podcast + Becker Private Equity Podcast team there to record for several hours. This will be great
NVIDIA has stabilized for the moment above $4 trillion. We also did this poll. Is it too late to invest in Nvidia. 34% said yes. 40% said no. 26% said I don’t know.
Bitcoin has rallied to a record price.
The markets slip lower as the President rattles the tariff sword. I think the President may have one bit of ADHD. AllianceBernstein Holding L.P. (“AB Holding”) (NYSE: AB) announced that preliminary assets under management increased to $829 billion during June 2025 from $803 billion at the end of May. Alliance
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Scott Becker
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