Warren Buffett Nearly Made His Biggest Investment Since 2022. Here's What's Holding Him Back. — Neutral
BRK-A BRK-B The Motley Fool — May 18, 2025Warren Buffett has overseen the investment portfolio at Berkshire Hathaway (BRK.A 1.53%) (BRK.B 1.31%) for 60 years. In that time, he's produced mind-boggling returns for shareholders.

Levi & Korsinsky Notifies BigBear.ai Holdings, Inc. (BBAI) Investors - Lead Plaintiff Deadline on June 10, 2025 — Neutral
BBAI Accesswire — May 18, 2025NEW YORK, NY / ACCESS Newswire / May 18, 2025 / If you suffered a loss on your BigBear.ai Holdings, Inc. (NYSE:BBAI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/bigbear-ai-holdings-inc-lawsuit-submission-form?prid=149068&wire=1&utm_campaign=14 or contact Joseph E. Levi, Esq.

US treasury secretary says Walmart will ‘eat some of the tariffs' after Trump demand — Neutral
WMT The Guardian — May 18, 2025Scott Bessent claims he received assurance in a personal call with company's chief executive

Kratos: Hypersonics, Missile Defense And Drones Drive Growth — Positive
KTOS Seeking Alpha — May 18, 2025Kratos offers unique growth potential in drones, hypersonics, and microelectronics, justifying its premium valuation versus peers. Revenue growth is strong, but margin expansion and operating income remain challenged due to ramp-up costs and investments. Despite near-term margin pressure and negative free cash flow, I see 18% upside and raise my price target to $41.53.

ELV INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Elevance Health, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
ELV Business Wire — May 18, 2025SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements concerning Elevance business and prospects, resulting in its stock trading at inflated prices.

Fiserv's recent stock drop is an overreaction, restoring a margin of safety and presenting a buying opportunity at current levels. Clover's slower GPV growth is concerning, but revenue remains strong due to hardware sales and value-added services; management maintains 2025 guidance. Fiserv is more than Clover, with growth drivers like Carat, Zelle, Finxact, and new partnerships supporting sustainable EPS growth in the low teens.

2 No-Brainer Warren Buffett Stocks to Buy Right Now — Positive
AMZN AXP The Motley Fool — May 18, 2025With Warren Buffett's recent announcement that he's stepping down as the CEO of Berkshire Hathaway, it's worth taking a look at a couple of stocks in his company's $286 billion portfolio that look like good buys right now.

CIVI INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Civitas Resources, Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
CIVI GlobeNewsWire — May 18, 2025SAN DIEGO, May 18, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Civitas Resources, Inc. (NYSE: CIVI) securities between February 27, 2024 and February 24, 2025, all dates inclusive (the “Class Period”), have until July 1, 2025 to seek appointment as lead plaintiff of the Civitas Resources class action lawsuit. Captioned Lin v. Civitas Resources, Inc., No. 25-cv-03791 (D.N.J.), the Civitas Resources class action lawsuit charges Civitas Resources as well as certain of Civitas Resources' top executives with violations of the Securities Exchange Act of 1934.

S&P 500 Earnings: Watching The Q2 '25 EPS Revisions; Harsh Cuts Already — Negative
IVV SPLG SPXL SPY SSO UPRO VOO Seeking Alpha — May 18, 2025Watching the annual EPS estimate revisions for the S&P 500, the expected, full-year, EPS growth for 2025 is now looking for 9% growth, versus the 14% growth rate as of October '24. The forward 4-quarter estimate (FFQE) fell again this week to $269.93 versus last week's $270.96, and the quarter's starting FFQE of $278.96. When looking back at the period during Covid (2020) and then the Fed rate hikes in 2022, what struck me, at least during Covid and the healthy stock market in 2021, was how far off the analysts were in predicting quarterly EPS growth rates.

Trump's $10 Trillion Dollar Floodgates Are Going To Dump Money On These Stocks — Neutral
AAPL NVDA ORCL TSM 24/7 Wall Street — May 18, 2025President Trump's talk of $10 trillion in investment commitments to the U.S. is staggering By Independence Day, expected enactment of tax cuts (15% effective tax on U.S.

Alphabet Has A Good Chance Of Winning The AI Race — Positive
GOOG GOOGL Seeking Alpha — May 18, 2025Alphabet (GOOG) is both a strong growth business and undervalued, trading at a P/E of 19, well below tech peers and the market average. Recent stock underperformance is due to antitrust risks, AI investment concerns, competition, and Apple's potential search engine shift, but these are already priced in. Google's extensive data infrastructure, AI leadership, and significant vertical integration position it to compete effectively in the AI race and maintain its search engine position.

Chart Master: Key Earnings Ahead with HD, TGT, TJX — Neutral
TGT TJX HD Schwab Network — May 18, 2025Rick Ducat walks through the charts of Home Depot (HD), Target (TGT), and TJX Companies (TJX), all of which report earnings this week. He highlights points of resistance and support, describes the trends he sees in these names, and prepares traders for potential swings on the reports.

The Mag 7 Can Lead This Rebound, Buy Apple and Alphabet Stock, Says Pro — Positive
AAPL GOOG 24/7 Wall Street — May 18, 2025The Magnificent Seven stocks have done more of their fair share of the heavy lifting amid the latest rebound from the Trump tariff sell-off worsened by the infamous Liberation Day, which effectively saw Trump add salt into the wounds of a market already feeling the sting of prior tariff threats.

Nabors: Deeply Undervalued After An Acquisition And Investments In Robotic Drilling — Positive
NBR Seeking Alpha — May 18, 2025Nabors Industries is deeply undervalued, with significant upside potential, driven by offshore drilling growth and the Parker Drilling acquisition synergies. Technological innovation in automated and robotic drilling positions NBR for accelerated revenue and free cash flow growth as these markets expand. Despite a high debt load, consistent free cash flow and attractive valuation metrics make NBR a compelling buy opportunity at current prices.

U.S. lawmakers have concerns about Apple-Alibaba deal — Negative
AAPL BABA TechCrunch — May 18, 2025The Trump administration and congressional officials are scrutinizing a deal between Apple and Alibaba that would bring Alibaba-powered AI features to iPhones sold in China, according to The New York Times.

The SPDR S&P Kensho Future Security ETF has a balanced portfolio of 65 stocks focused on defense and cybersecurity. FITE has interesting cash flow characteristics and has marginally outperformed the broad stock market since its inception. Nonetheless, it trails leading defense and cybersecurity ETFs.

The Nasdaq Just Soared 30% From Its 2025 Low: 3 Vanguard ETFs to Buy Now — Positive
VCR VGT VUG The Motley Fool — May 18, 2025The Nasdaq Composite (^IXIC 0.52%) closed Wednesday at 19,146.81 -- a staggering 29.5% rally from its 52-week intraday low of 14,784.03 on April 7.

Disney is a 'high-quality business' for investors, expert says — Positive
DIS Fox Business — May 18, 2025'The Claman Countdown' panelists Jay Woods and Thomas Hayes predict how the company will grow in the coming years.

PennantPark Floating Rate Capital: Weak Q2 Earnings Warrants Caution (Rating Downgrade) — Negative
PFLT Seeking Alpha — May 17, 2025I am downgrading PFLT due to rising non-accruals, weaker earnings, increased debt, and questionable dividend coverage amid sector-wide headwinds. Despite trading at a discount to NAV and offering a high yield, I am cautious as portfolio quality and underwriting standards face pressure in a competitive environment. Q2 earnings missed expectations, with net investment income below the dividend payout, raising concerns about sustainability, though liquidity remains strong.

Pitney Bowes' restructuring and sale of its unprofitable Global e-Commerce Segment have led to a significant profit boost, with shares up about 100% in the past year. The stock trades at a modest 7x forward P/E ratio, with profitability gains expected to support the ticker in the second half of the year. The primary risk is declining mail volumes due to digitalization, but rising parcel volumes and high-margin SaaS services are expected to offset this.
