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Daily News Updates

Important updates on what we’re following each day. 

Underperformers & Struggles

RH is down 50% year to date and continues to struggle despite possible tariff relief. Is it the tariffs or is it the management? See “RH Stock Slides 23% in 3 Months: Should You Buy the Dip or Wait?” https://lnkd.in/g_QeHm88 Astera Labs jumped more than 9% yesterday. It remains down

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Market Leaders & Tech Giants

NVIDIA hit a record high yesterday and surpassed Microsoft as the market cap king. Nvidia is at $3.76 trillion. Microsoft is at $3.7 trillion. See “Nvidia is fueling the AI Revolution– Can it hit $5 trillion?” https://lnkd.in/gwRHA-GC Amazon is up nearly 14% this month and is back to nearly even

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Healthcare Innovation & Startup Funding

Healthcare startup Abridge tops $5 billion valuation in A16z-led financing round. – Reuters “The latest funding round, aimed at improving revenue cycles and bridging the gap between clinicians and billing teams, was led by venture capital firm Andreessen Horowitz – also known as A16z – with participation from Khosla Ventures.”

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Industry Disruption & Decline

Career Builder + Monster file for bankruptcy. Amazing how this leader has fallen. Apollo Global Management, Inc. is an investor in the firm. “CareerBuilder + Monster, which once dominated online job boards, file for bankruptcy” – Reuters.  https://lnkd.in/gEr5ZiNB

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Big Tech Performance & Rivalries

No one saw this coming– Apple is the worst performing of the magnificent 7. It’s down 20% year to date. Tesla is down 15%. Alphabet Inc. is down 12%. Amazon is down 3%. Microsoft is up 16%. NVIDIA is up 9.5%. Meta Platforms is up 20%. Meta takes a shot

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Young Professionals & Job Market Shifts

The ups and downs of being a white collar young professional. There was a period of time during Covid and the end of Covid where the white collar job market was soaking up jobs so fully that it was an employee’s market. Now we see big accounting and consulting firms

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Transportation & Automation Trends

The scary reason the ride share companies are surging. Uber is up 50% year to date and Lyft is up 22% year to date. Tesla is rebounding for a similar reason. Each company increasingly sees a future with cars and not drivers. While there may be no way around this,

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Media & Advertising

For the Becker Business or Becker PE media kit please reach Scott Becker 7737665322. Great audience and super low introductory pricing.

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Corporate Performance & Investment Insights

Under Armour’s stock rose 13% Friday. However, the company should scare investors. Two key things happened. First, Under Armour obtained $400 million in debt at a price tag of 7.25%. This was good news solely because Under Armour was able to get the debt. The debt replaces debt that it

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Technology & Innovation

NVIDIA’s revenues surged in the first quarter by 69% despite all the concerns regarding curbs on selling to China. “Revenue reached $44.06 billion for its fiscal first quarter, a 69% increase that was curtailed by Washington’s new limits on China chip sales”. The Wall Street Journal. Nvidia opens the day

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Market Trends & Economic Outlook

The markets point up this morning. “US stock futures turned higher on Monday, with oil prices paring gains as markets grew cautiously optimistic over Iran’s next move after the US entered the Middle East conflict at the weekend.” Yahoo Finance.

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Geopolitics & Foreign Affairs

The Wall Street Journal’s editorial board offers strong praise for the President’s bombing of Iran’s nuclear facilities. This is thought provoking because the praise by the Journal of this Trump administration has been very sparse this presidency. “Trump Meets the Moment on Iran”. “The WSJ continues President Trump’s decision to

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