Becker Business Podcast — Episode Summary
Episode: Tempus AI, Marvell Technologies, Palantir & More
Host: Scott Becker
Release Date: August 29, 2025
Episode Overview
In this episode, Scott Becker provides a rapid-fire update on business news, focusing on several prominent technology and retail companies. The analysis covers recent market movements, underlying business pressures, and the significance of companies like Tempus AI in healthcare innovation. The tone is concise, informative, and highlights both opportunities and challenges facing the discussed firms.
Key Discussion Points and Insights
1. Marvell Technology (00:17)
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Stock Performance: Marvell Technology, a chip maker, faced a significant decline in shares, being “crushed” in the market.
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Background: The company has experienced sizable gains in the past but saw a notable drop that day.
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Quote:
"Marvell Technology is getting crushed today. It's a chip maker that ultimately has had a huge run up."
— Scott Becker (00:18) -
Observation: The specifics behind the decline aren’t detailed, but the implication is natural volatility after sustained growth.
2. Dick's Sporting Goods (00:33)
- Stock Movement: Shares fell nearly 5% despite positive sales figures.
- Challenges: The key issue is “increased pressure on margin,” indicating profitability concerns despite revenue growth.
- Quote:
"Dick's Sporting Goods, a household retailer name, fell nearly 5% yesterday even though it had great sales, but increased pressure on margin."
— Scott Becker (00:34)
3. Tempus AI (00:47)
- Performance: The company is up 118% year-to-date, described as “having a blowout year.”
- Industry Insight: Tempus AI’s growth is attributed to the rising demands in oncology, where practitioners face massive data and operational overload.
- AI in Healthcare: The value of companies like Tempus is in simplifying data management and decision-making for overwhelmed healthcare professionals.
- Quote:
"The more that you watch the oncology field, the more you understand why Tempus AI is so important… [Oncologists are] overwhelmed by patient demand and overloaded with different data points… AI companies like Tempus help simplify that."
— Scott Becker (00:49)
4. Astera Labs (01:20)
- Stock Performance: Rose more than 5% the previous day and is noted as “continuing to do okay.”
- Sector Watch: Linked to trends in Marvell Technology; expectations for broader impacts from chip sector volatility.
- Quote:
"Astera Labs rose more than 5% yesterday, continues to do okay. I was watching that closely. I saw Marvell Technologies get crushed today; thought maybe Astera Labs would get crushed as well."
— Scott Becker (01:22)
5. Palantir Technologies (01:38)
- Year-to-Date: Still up over 100% for the year, but experiencing a downturn in recent weeks.
- Short-Term Headwinds: Trading down again on the day of recording—shows volatility despite strong annual performance.
- Quote:
"Finally… Palantir Technologies is still up more than 100% year-to-date, but having it tough for a couple weeks and months as it's down again today a couple percent."
— Scott Becker (01:39)
Notable Quotes & Moments
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On Tempus AI in Healthcare (00:49):
“AI companies like Tempus help simplify that. So really fascinating to watch.” -
On Marvell/Astera Chain Reaction (01:22):
“I saw Marvell Technologies get crushed today; thought maybe Astera Labs would get crushed as well.”
Important Timestamps
- 00:17 — Marvell Technology’s decline
- 00:33 — Dick's Sporting Goods' margin struggles
- 00:47 — Tempus AI’s success and the role of AI in oncology
- 01:20 — Astera Labs' performance amidst chip sector volatility
- 01:38 — Palantir Technologies’ year-to-date and recent stock movements
Overall Tone
- The episode blends rapid reporting with brief, practical analysis and reflects Scott Becker’s straightforward, business-focused delivery.
This summary captures the essential points for listeners interested in technology and business trends, highlighting both short-term market events and longer-term shifts in sectors like AI-driven healthcare.