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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best.
This week:
🛒 Walmart to Shoulder Portion of Tariff Burden
💼 Berkshire Rotates Out of Big Banks
📈 S&P 500 Guidance Holds for Now
🏦 JPMorgan Gets a Bit of Succession Sickness
🤔 3 stocks to consider
With how quickly the market and investment climate are changing right now, we can’t afford to not stay up to date. You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.
🛒 Walmart to Eat "Some" Tariff Costs
Walmart says it will take on "some" but not all of the costs from new US tariffs on imported goods, following a public rebuke from President Donald Trump.
The retailer had warned of higher prices for customers in its first-quarter results, prompting a sharp response from the White House where Trump said Walmart should “EAT THE TARIFFS.” It wasn’t until a conversation with Treasury Secretary Scott Bessent, however, that Walmart’s CEO stated his company would eat some of the tariffs (like it did in ‘18, ‘19, and ‘20).
💼 Buffett's Berkshire Dumps Financials
Warren Buffett’s Berkshire Hathaway is making notable changes, trimming financial holdings and doubling down on consumer brands and staples.
The firm exited Citigroup and Nu Holdings, reduced positions in Capital One and Bank of America, and increased investments in Pool Corp, Constellation Brands, and Domino’s Pizza. Berkshire also added to Occidental Petroleum, Heico Corp, and Sirius XM. The pivot toward consumer staples and energy signals a broader rotation to defensive, demand-stable sectors amid financial sector uncertainty.
📈 Today’s AltIndex AI Stock Pick:
AltIndex just issued a strong buy signal on Cava Group ($CAVA)—a fast-casual restaurant chain seeing major alt-data momentum.
📊 CAVA Overview:
🟢 Buy Signal: May 19
💵 Current Price: $85.44
🎯 Target Price: $105.19
📈 Upside: ~23%
📌 Why the AI is bullish on CAVA:
⬆️ Revenue is up YoY
👔 Job listings are rising
👍 Employee sentiment is improving
🔥 Web traffic, app downloads & engagement are up
🐦 Social media followers are growing fast
✅ Confidence: High (robust alt-data across categories)
⚠️ This is not financial advice. Always do your own research.
Always do your own research.
📈 S&P 500 Earnings Outlook Stabilizes
Wall Street analysts have paused their flurry of earnings estimate cuts for S&P 500 companies, bringing a sense of calm after the initial tariff shock.
The recent rally has erased earlier losses, and most analysts are now choosing to "wait and see", holding off on further revisions until new data emerges. The stabilization is mostly fueled by the absence of fresh negative surprises, with strong Q1 guidance helping to steady the outlook. Stalled estimate cuts indicate a temporary equilibrium given the market's sensitivity to forward guidance over macro narratives.
Jamie Dimon’s long tenure as CEO of JPMorgan Chase appears to be winding down, even as his influence in finance and politics hits new highs.
Wall Street veteran Mike Mayo called Dimon’s leadership “irreplaceable,” noting his unmatched clout in both boardrooms and Washington. But a Bank of America analyst warned that his departure is JPMorgan’s “single biggest idiosyncratic risk factor.”
Stock ideas
Here are three of my favorites from this past week.
Analysis provided by public.com.
Remember to always DYOR.
Seagate Technology Holdings (STX)
Bullish Case
HAMR Technology Advancement: Seagate's Heat-Assisted Magnetic Recording (HAMR) technology uses 70% less power per terabyte than current drives.
Dominant Market Position and AI Demand: Hard Disk Drives (HDDs) form the backbone of data center storage, accounting for nearly 90% of cloud data storage.
Improving Financials and Shareholder Value: The company has seen gross margins widen for eight straight quarters, with projections up over the next three years.
Bearish Case
Risk of Technological Disruption: Advancements by competitors or new storage solutions could challenge Seagate's current HAMR leadership.
Customer Concentration and Adoption Hurdles: Seagate's growth with HAMR is closely tied to its adoption by large hyperscale data centers.
Amkor Technology, Inc. (AMKR)
Bullish Case
Acquisition Signals and Strategic Moves: Amkor appears to be in play for a sale, with bylaw amendments and the addition of an M&A-experienced board member.
Unique Position in OSAT Sector: Amkor is positioned to benefit from industry consolidation and $400 million in CHIPS Act grants for its Arizona fab.
Compelling Valuation and Earnings Outlook: Amkor trades at a steep discount to peers and is projected to earn $1.50 EPS in 2025.
Bearish Case
Uncertainty of Acquisition Outcome: Amkor's stock could face downside if the buyout fizzles as valuation reverts to standalone fundamentals.
Industry Cyclicality and Execution Risks: The semiconductor market is highly cyclical, and Amkor's results are sensitive to global demand swings.
Hallador Energy Co. (HNRG)
Bullish Case
Transformation to Integrated Power Producer: Hallador is shifting from a pure coal miner to an integrated power producer.
Unrelenting Demand for Baseload Power: The company stands to benefit from the ongoing need for reliable electricity.
Long-Term Power Agreements and Insider Confidence: Substantial open-market share purchases by directors signal strong internal conviction.
Bearish Case
Coal Market and Transition Risks: Hallador still has exposure to the volatile thermal coal market through its Sunrise Coal division.
Dependence on Key Contracts and Price Volatility: The company’s growth relies heavily on securing and maintaining long-term power purchase agreements.
📚️ Recommended Reading
Here’s a list of newsletters that our readers enjoy, covering topics like:
📈 Investing
💰️ Wealth building
🎥 Entertainment
👨💻 Coding
✅ And more
Check them out here.
Disclosures
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Nothing above is financial advice