Upgrades
- Valero (VLO) upgraded by Wells Fargo from Equal Weight to Overweight
- OMV AG (OMVKY) upgraded by Exane BNP Paribas from Neutral to Outperform
- United Utilities (UUGRY) upgraded by RBC Capital from Sector Perform to Outperform
- Raymond James (RJF) upgraded by JMP Securities from Market Perform to Outperform
- Bakkafrost (BKFKY) upgraded by Nordea from Hold to Buy
- MSCI (MSCI) upgraded by Redburn Atlantic from Neutral to Buy
- Inter&Co (INTR) upgraded by JPMorgan from Neutral to Overweight
- LPL Financial (LPLA) upgraded by Wells Fargo from Equal Weight to Overweight
- Lowe’s (LOW) upgraded by Loop Capital from Hold to Buy
- Home Depot (HD) upgraded by Loop Capital from Hold to Buy
- Southwest (LUV) upgraded by Jefferies from Underperform to Hold
- Saia (SAIA) upgraded by Wolfe Research from Peer Perform to Outperform
Downgrades
- Exxon Mobil (XOM) downgraded by Exane BNP Paribas from Neutral to Underperform
- BP (BP) downgraded by Exane BNP Paribas from Outperform to Neutral
- DocMorris (ZRSEF) downgraded by Berenberg from Buy to Hold
- Infineon (IFNNY) downgraded by DZ Bank from Buy to Hold
- Blackstone (BX) downgraded by Piper Sandler from Overweight to Neutral
- FactSet (FDS) downgraded by Redburn Atlantic from Neutral to Sell
- Morningstar (MORN) downgraded by Redburn Atlantic from Buy to Neutral
- Ciena (CIEN) downgraded by Exane BNP Paribas from Outperform to Neutral
- Vale (VALE) downgraded by Wolfe Research from Peer Perform to Underperform
- Commercial Metals (CMC) downgraded by Wolfe Research from Outperform to Peer Perform
- Expeditors (EXPD) downgraded by Wolfe Research from Peer Perform to Underperform
- AP Moller Maersk (AMKBY) downgraded by Wolfe Research from Peer Perform to Underperform
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The name is "Golden Dawn." That's what President Trump's team is calling America's new Manhattan Project - but for AI. It will span more than 700 miles - making it by far the largest AI infrastructure project ever built. When Trump flips the on switch, Louis Navellier believes it will trigger a $100 trillion reset of the AI markets. For investors who get ahead of it, the timing could mean everything. Louis' revealing the one stock at the center of it all right here.
The name is "Golden Dawn." That's what President Trump's team is calling America's new Manhattan Project - but for AI. It will span more than 700 miles - making it by far the largest AI infrastructure project ever built. When Trump flips the on switch, Louis Navellier believes it will trigger a $100 trillion reset of the AI markets. For investors who get ahead of it, the timing could mean everything. Louis' revealing the one stock at the center of it all right here.
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