Becker Private Equity & Business Podcast
9 Stories We Are Following This Morning 1-31-25
Fri, 31 Jan 2025
In this episode, Scott Becker shares a market update and more.
Chapter 1: What stories are being followed this morning?
This is Scott Becker with the Becker Private Equity and Business Podcast. These are nine of the stories that we're following this morning. It's January 31st, the end of January. Thank you for listening to the Becker Private Equity and Business Podcast. First, after the deep seek route early this week, the markets have stabilized and point up this morning again. Let's hope that that holds.
Chapter 2: How did the markets perform today?
Second, Apple is up a little bit pre-market on solid earnings amidst slightly lower iPhone sales. However, midday, it's right about even. Third, Microsoft, which we owned directly, dropped 6% yesterday. It may push me back to just index funds. We'll see how that goes. Fourth, Microsoft is barely ahead of NVIDIA in the market cap war. Apple is, again, the king.
Chapter 3: What are the latest updates on Apple?
Microsoft is right in front of NVIDIA right now, and that might change any time. Fifth, in the toughest news of the day, Walgreens Boots Alliance, for the first time in 90 years, is suspending its dividend. It's down about 11% today. Tim Wentworth, the new CEO of Walgreens, must wake up some mornings and just ask himself why he took that job. All right.
Chapter 4: What happened to Microsoft stocks recently?
Sixth, two of the topics we're going to talk about separately on the podcast today are the search for self-awareness and the discussion of why physical activity is so mentally grounding and so important. Seventh, IBM jumped 13% on eBay, a really good IBM. Tempest AI also keeps on jumping. The company that Eric Ofkowski built, it was up 13% yesterday.
Chapter 5: What significant news is there about Walgreens?
Eighth, Whirlpool and UPS both got a UPS down about 40%, Whirlpool down about 18%, a bad day for both of those old legacy companies. Finally, ninth, we're thrilled to report that between the Becker's Healthcare Podcast and the Becker Private Equity Business Podcast, we have now surpassed 22 million downloads. So God bless that.
Thank you for listening to the Becker Private Equity Business Podcast. And thank you to Chanel Bunker for all of your help. Thank you very, very much.