Becker Business Podcast
Host: Scott Becker
Episode: 5 Stories We Are Following Currently 10-27-25
Date: October 27, 2025
Episode Overview
In this episode, Scott Becker provides a concise briefing on five top business and market stories he and his team are tracking as of October 27, 2025. With a focus on market trends, major company performance, and sector-specific developments, Scott offers insights and candid commentary on the current business landscape.
Key Discussion Points & Insights
1. Stock Market Performance
- Scott opens with a rundown of major index performance over five years and the past year.
- 5-Year Returns:
- Nasdaq: Up 100%
- S&P 500: Up nearly 96%
- Dow Jones: Up 66%
- He notes the impact of “a relatively mild inflation report,” which “sent stocks to records” on Friday, and a positive market continuation on Monday.
- Year-to-Date Returns (2025):
- Nasdaq: Up 22%
- S&P 500: Up 16.2%
Quote:
- “The Nasdaq 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.” — Scott Becker [00:30]
- “A relatively mild inflation report sent stocks to records on Friday.” — Scott Becker [00:49]
2. Largest U.S. Companies by Revenue
- Scott shares the top five U.S. companies measured by approximate revenue, noting the scale and mix of these industry leaders.
- Rankings:
- Walmart: ~$680 billion
- Amazon: $638–640 billion
- UnitedHealth Group: $400 billion
- Apple: $391 billion
- CVS Health (with Aetna): $373 billion
Quote:
- “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.” — Scott Becker [01:14]
3. Company Spotlight: Booz Allen Hamilton
- Shares of Booz Allen Hamilton, a government contracting specialist, fell 9% on Friday and are now down 30% year-to-date.
- Scott summarizes: “The company focuses on government contracts. It’s having a tough year.” [02:10]
4. Company Spotlight: Deckers Outdoor
- Deckers, parent to Hoka and Uggs, saw its stock drop 15% on Friday and is now down 58% year-to-date.
- Brand Slowdowns:
- Uggs: “A very significant” slowdown.
- Hoka: Formerly high growth “is running at a much slower growth rate now.”
- “Deckers dropped 15 on Friday. It’s down 58 year to date.” — Scott Becker [02:25]
5. Company Spotlight: Ford
- Ford’s shares jumped 12.5% on Friday, largely attributed to company updates and CEO commentary.
- EV Adoption: CEO Jim Farley predicts only a 5% EV adoption rate in the U.S.
- Ford pauses F150 Lightning production again as part of the company’s EV strategy reevaluation.
Quote:
- “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.” — Scott Becker [03:00]
Notable Quotes & Memorable Moments
- “I wish I was an investor in more of these companies as the market is skyrocketing. Unfortunately, I am not.” — Scott Becker [03:40]
- Becker’s candid admission adds a relatable and personal touch to the market summary.
Timestamps for Segment Navigation
- 00:00: Episode Introduction & Purpose
- 00:25: Market Performance Overview
- 01:14: Largest U.S. Companies by Revenue
- 02:10: Booz Allen Hamilton Company Update
- 02:25: Deckers Outdoor Company Update
- 03:00: Ford Company Update and EV Commentary
- 03:40: Closing Commentary
Tone & Delivery
Scott Becker maintains an informative, energetic, and conversational tone—delivering data-driven insights while adding personal reflections and relatable asides.
Summary
This episode offers listeners a brisk yet thorough snapshot of market and corporate developments as of late October 2025, combining statistics, executive insight, and trends across multiple industries. Scott’s commentary brings clarity, context, and a touch of humor to key business news, making it accessible to both professionals and casual followers of market news.