In this episode, Scott Becker breaks down five key market stories, including concerns over tariffs, Goldman Sachs’ warning on the S&P 500 recovery, and year-to-date performance of top companies by market cap and revenue.
Chapter 1: What are the key market stories today?
Chapter 2: What are the concerns regarding tariffs?
Chapter 3: How is the S&P 500 performing?
This is Scott Becker with the Becker Private Equity and Business Podcast. These are five stories that we're following today, and they'll give you a range of stuff relating to the market and a couple of other things. So bear with us. First, the market surged back on Friday, but are struggling today on concerns about tariffs. Goldman Sachs warns the S&P 500 recovery is likely temporary.
Chapter 4: What is the year-to-date performance of major companies?
So we know a great day Friday. They don't say to hold too much sort of court on that. Second, the NASDAQ is slightly down year-to-date. The S&P 500 and the Dow are slightly up year-to-date. Third, the three largest companies by market cap and where they're at year-to-date. Apple's number one, down 3.6% year-to-date. Nvidia's number two, down 7% year-to-date.
And Microsoft, number three, is down 5.82% year-to-date. Fourth, the top three companies by revenue and their year-to-date numbers. Walmart, and that's only one of these six that's up, is up 9.14% year-to-date. Amazon is down 3.38% year-to-date. And UnitedHealth Group is down 6.11% year-to-date. So that's four of the stories.
The fifth thing I'll tell you is it's fascinating to me to see how five of these six largest companies, the three by market cap, the three by revenues, five of the six are down year-to-date, yet the markets are relatively flat. I take it that means that people are rotating money into other sectors, but they're keeping them in equities versus taking out money from equity exposure.
Just fascinating to see what's going on there. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very much.