Upgrades
- Air Products (APD) upgraded by Barclays from Equal Weight to Overweight
- Tomra Systems (TMRAY) upgraded by Barclays from Equal Weight to Overweight
- Sherwin-Williams (SHW) upgraded by Berenberg from Hold to Buy
- Magna (MGA) upgraded by RBC Capital from Sector Perform to Outperform
- Interpublic Group (IPG) upgraded by Barclays from Neutral to Outperform
- Oshkosh (OSK) upgraded by KeyBanc from Sector Weight to Overweight
- Travelers (TRV) upgraded by Piper Sandler from Neutral to Overweight
- Twilio (TWLO) upgraded by Baird from Neutral to Outperform
- Netflix (NFLX) upgraded by Bernstein from Market Perform to Outperform
- XP Inc. (XP) upgraded by UBS from Neutral to Buy
- Steel Dynamics (STLD) upgraded by Jefferies from Hold to Buy
- MAA (MAA) upgraded by Morgan Stanley from Equal Weight to Overweight
- Restaurant Brands (QSR) upgraded by Guggenheim from Neutral to Buy
Downgrades
- Exelixis (EXEL) downgraded by Oppenheimer from Outperform to Perform
- Freeport-McMoRan (FCX) downgraded by Jefferies from Buy to Hold
- New Oriental Education (EDU) downgraded by Citi from Buy to Neutral
- Brinker (EAT) downgraded by KeyBanc from Overweight to Sector Weight
- Netflix (NFLX) downgraded by Phillip Securities from Neutral to Reduce
- CF Industries (CF) downgraded by JPMorgan from Neutral to Underweight
- Puma (PUMSY) downgraded by DZ Bank from Buy to Hold
- Lufthansa (DLAKY) downgraded by Stifel from Buy to Hold
- Air France-KLM (AFLYY) downgraded by Stifel from Buy to Hold
- AvalonBay (AVB) downgraded by Morgan Stanley from Overweight to Equal Weight
- Invitation Homes (INVH) downgraded by Morgan Stanley from Overweight to Equal Weight
- CBRE Group (CBRE) downgraded by Raymond James from Strong Buy to Outperform
- Textron (TXT) downgraded by BofA from Buy to Neutral
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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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