Upgrades
- Lendlease Group (LLESY) upgraded by Citi from Neutral to Buy
- NN Group (NNGRY) upgraded by JPMorgan from Neutral to Overweight
- Teleperformance (TLPFY) upgraded by Morgan Stanley from Equal Weight to Overweight
- Kuehne & Nagel (KHNGY) upgraded by Barclays from Underweight to Equal Weight
- TGS (TGSGY) upgraded by Barclays from Equal Weight to Overweight
- Polar Capital (PLRRF) upgraded by Deutsche Bank from Hold to Buy
- Euronext (EUXTF) upgraded by Deutsche Bank from Hold to Buy
- Atlassian (TEAM) upgraded by Piper Sandler from Neutral to Overweight
- Siemens Energy (SMNEY) upgraded by Redburn Atlantic from Neutral to Buy
- Principal Financial (PFG) upgraded by JPMorgan from Underweight to Neutral
- Comerica (CMA) upgraded by Raymond James from Market Perform to Outperform
- PayPal (PYPL) upgraded by Susquehanna from Neutral to Positive
- Bank of America (BAC) upgraded by Seaport Research from Neutral to Buy
Downgrades
- Medical Properties Trust (MPW) downgraded by Exane BNP Paribas from Outperform to Neutral
- Sea Limited (SE) downgraded by DBS Bank from Buy to Hold
- Incyte (INCY) downgraded by BMO Capital from Market Perform to Underperform
- Crowdstrike (CRWD) downgraded by Piper Sandler from Overweight to Neutral
- D.R. Horton (DHI) downgraded by Citi from Buy to Neutral
- Lennar (LEN) downgraded by Citi from Buy to Neutral
- Pure Storage (PSTG) downgraded by UBS from Neutral to Sell
- Goldman Sachs (GS) downgraded by Seaport Research from Buy to Neutral
- Lennar (LEN) downgraded by Raymond James from Outperform to Market Perform
- Fiverr (FVRR) downgraded by UBS from Buy to Neutral
- Shoals Technologies (SHLS) downgraded by Citi from Buy to Sell
- Roblox (RBLX) downgraded by OTR Global from Positive to Mixed
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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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