Scott Becker

This is Scott Becker with the Becker Business Podcast, the Becker Private Equity Podcast.

These are five of the stories that we're following today, and thank you for listening.

First, the markets are rising today on announcements of an EU-U.S.

tariff deal.

I think many people probably think that President Trump is pulling rabbits out of the hat, or wherever they think they're pulling them from.

But this is obviously good news to see some of these trade wars soften and move in the right direction.

Second, Palantir Technologies is rising again.

It's up nearly 110% year to date and has grown to be one of the 20 highest market cap companies in the world by market cap.

A great story today, can Palantir become a trillion dollar company?

I've got a typo in my writing, but can Palantir become a trillion dollar company?

Health insurance companies have a huge problem.

People are using their medical benefits more, meaning the medical loss ratios have gone up.

This means challenges for the insurers.

It also means increasing premiums for us.

Sort of a disaster.

Fourth, five health insurance companies' year-to-date stock market results.

I'll just go through five of them very quickly.

Centene is down 53% year-to-date.

UnitedHealthcare is down 44% year-to-date.

Elevance is down 21% year-to-date.