Home builder stocks DH Horton and Pulte each surged 15% and 11% respectively yesterday. “D.R. Horton Inc (NYSE:DHI) generated $2.9 billion of cash from operations over the past 12 months and returned $4.6 billion to shareholders through repurchases and dividends.” https://lnkd.in/gaXKjsy4 https://lnkd.in/gY7f99qY

Kohl’s, one of the Milwaukee greats, together with Molitor, Giannis, Miller, Stein and Guten, jumped 37% yesterday. It has started to become more of a betting stock than a retail stock. Increasingly certain stocks are very volatile as investors scramble to cover large short positions. https://lnkd.in/g-C2gFnp.

Futures rise as the President announces a trade deal with Japan. Here the headline reads. “Trump strikes trade agreement with Japan, calls it ‘largest deal in history’”. Yahoo Finance. https://lnkd.in/gjTMB63n

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