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Becker Business
5 Stories We Are Following Currently 10-27-25
In this episode, Scott Becker shares 5 key updates shaping the markets, including record highs driven by mild inflation, strong five-year growth across major indexes, and more,
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This is Scott Becker with Deep Becker Business and the Becker Private Equity Podcast. We're going to walk you through this morning five of the stories that we're following currently. And we'll be back with you later with some additional podcasts and some short episodes. And thank you for listening. First, the Nasdaq is now up. We'll give you some stats over five years and a year is now up 100% over the last five years. The S&P 500 is up nearly 96% and the Dow is up 66% over that period of time. A relatively mild inflation report sent stocks to records on Friday and today Monday we're seeing continuation of that as the markets are up not quite a percentage point. But in that vicinity, the Nasdaq so far this year is up 22% year to date. The S&P 500 is up 16.2% year to date. So that's the overall gestalt of the market that we're watching. Second, I always love reporting on this. I know it always surprises some people, not others. But the five largest US companies by approximate revenues are as follows. Number one is Walmart at about 680 billion a year. Amazon's number two, it goes to 638 to 640 billion a year. UnitedHealth Group, the mega insurance company and provider is at 400 billion a year. Apple, of course, everybody knows Apple is at 391 billion a year. And finally CVS, which is also CVS Health and Aetna, right about 373 billion a year in revenues. The third story we're following today and in the next three are just individual company stories. Booze. Alan Hamilton dropped 9% Friday. It's now down 30% year to date. The company focuses on government contracts. It's having a tough year. Fourth, Deckers Outdoors and Deckers Outdoors is is a collection of brands including Hoka, including Uggs. It Deckers dropped 15 on Friday. It's down 58 year to date. They're key brands. Hoka, Uggs and others are showing a slowdown in growth with the UGG slowdown being very significant. HOKA also was running at a real quick run in growth rate. It's running at a much slower growth rate now. The fifth story we're following this morning is Ford's shares. Ford's shares jumped 12 and a half percent on Friday. Ford CEO Jim Farley, really bright guy, does predict that EV adoption in the US will only be about 5% as the company itself pauses its F150 Lightning production again. Those are five of the quick stories we're following this morning. I wish I was an investor in more of these companies as the market is skyrocketing. Unfortunately, I am not. But thank you for listening to the Becker Business and the Becker Private Equity podcast. Thank you very, very.