Upgrades
- Lundin Gold (LUGDF) upgraded by National Bank from Sector Perform to Outperform
- Charles Schwab (SCHW) upgraded by Keefe Bruyette from Market Perform to Outperform
- Ubisoft (UBSFY) upgraded by Jefferies from Underperform to Buy
- Clearwater Analytics (CWAN) upgraded by Oppenheimer from Perform to Outperform
- Equinor (EQNR) upgraded by Pareto from Sell to Hold
- Michelin (MGDDY) upgraded by HSBC from Hold to Buy
- Pirelli (PLLIF) upgraded by HSBC from Hold to Buy
- Ecolab (ECL) upgraded by Stifel from Hold to Buy
- Cinemark (CNK) upgraded by B. Riley from Neutral to Buy
- Gilead (GILD) upgraded by Raymond James from Market Perform to Outperform
- Columbia Sportswear (COLM) upgraded by Stifel from Hold to Buy
- Autoliv (ALV) upgraded by Wolfe Research from Peer Perform to Outperform
Downgrades
- GSK (GSK) downgraded by UBS from Buy to Neutral
- Arhaus (ARHS) downgraded by Jefferies from Buy to Hold
- State Street (STT) downgraded by Wolfe Research from Peer Perform to Underperform
- JPMorgan (JPM) downgraded by Wolfe Research from Outperform to Peer Perform
- KeyCorp (KEY) downgraded by UBS from Buy to Neutral
- Brinker (EAT) downgraded by Raymond James from Strong Buy to Outperform
- Desktop Metal (DM) downgraded by Cantor Fitzgerald from Overweight to Neutral
- ServiceNow (NOW) downgraded by Guggenheim from Neutral to Sell
- Spirit AeroSystems (SPR) downgraded by Bernstein from Outperform to Market Perform
- Canadian National (CNI) downgraded by Bernstein from Outperform to Market Perform
- Blue Owl Capital (OWL) downgraded by TD Cowen from Buy to Hold
- Bumble (BMBL) downgraded by Wells Fargo from Overweight to Equal Weight
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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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