Becker Private Equity & Business Podcast
The Markets Surge: 9 Stories We Are Following This Morning 5-12-25
Mon, 12 May 2025
In this episode, Scott Becker breaks down nine key stories fueling today’s market surge, led by a U.S.-China trade truce, sharp gains in tech and auto stocks, and more.
Chapter 1: What is driving today's market surge?
Chapter 2: How did the U.S.-China trade truce affect the markets?
This is Scott Becker with the Becker Private Equity and Business Podcast. This morning's report is the market surge. Nine stories we're watching this morning. So awfully good news today in the market in this weekend. President Trump and China reach what they call a temporary trade war truce. This is driving the markets way up today and viewed as really good news from a market perspective.
Chapter 3: Why are pharmaceutical stocks declining today?
Chapter 4: What impact will the 'most favored nation' pricing have on pharma companies?
Second, pharmaceutical companies, in contrast, are getting hammered today as the president vows to impose on the pharma companies essentially the most favored nation pricing concept on pharmaceuticals. It's long been the case that other nations pay a lot less for the same pharmaceuticals than we do, and President Trump's trying to address that. That's going to be popular.
Chapter 5: Which companies benefit from the U.S.-China trade developments?
Third, companies that rely heavily on imports from China or selling into Chinese markets are up a great deal today.
amazon tesla apple nvidia meta platforms all significantly up as is the market generally fourth pharma companies in contrast are already down today eli lilly pfizer merc all starting the day down fifth major automotive companies ford gm tesla lucid rivian both the traditional motor companies the ev motor companies are all up today sixth compass stock
The real estate firm dropped nearly 20% Friday after it released earnings. Everybody's got a realtor in their family. So we're always watching that closely. A combination of factors. Tough Q1 earnings and a lot more. So we'll see how that goes. Seventh, Pakistan and India reach a truce, at least a temporary truce. This also comforted global markets. We don't need these two nuclear powers at war.
Eighth, Affirm Holdings, the paying installments firm, dropped more than 14% on Friday after reporting soft earnings. Finally, ninth, Lyft. People watch these ride-share companies, Lyft, Uber, etc., closely. They jumped 28% Friday, and this happened after they reported great first quarter results. So that's what we're watching there. Again, those are nine stories we're following today.
The big story is the market's, of course, surging today, and we'll see how that goes. Thank you for listening to the Becker Private Equity in Business podcast.
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