Upgrades
- NMI Holdings (NMIH) upgraded by Keefe Bruyette from Market Perform to Outperform
- Bath & Body Works (BBWI) upgraded by Barclays from Underweight to Equal Weight
- RTX (RTX) upgraded by UBS from Neutral to Buy
- Alibaba (BABA) upgraded by Morgan Stanley from Equal Weight to Overweight
- Twilio (TWLO) upgraded by Morgan Stanley from Equal Weight to Overweight
- Nike (NKE) upgraded by Jefferies from Hold to Buy
- XPeng (XPEV) upgraded by UBS from Sell to Neutral
- Janus Henderson (JHG) upgraded by UBS from Neutral to Buy
- Old Dominion (ODFL) upgraded by Stifel from Hold to Buy
- XPO, Inc (XPO) upgraded by Stifel from Hold to Buy
- Floor & Decor (FND) upgraded by Stifel from Hold to Buy
- Carrier Global (CARR) upgraded by Wolfe Research from Peer Perform to Outperform
- Block (XYZ) upgraded by BMO Capital from Market Perform to Outperform
- Wingstop (WING) upgraded by Guggenheim from Neutral to Buy
Downgrades
- GDS Holdings (GDS) downgraded by Jefferies from Buy to Hold
- Conagra Brands (CAG) downgraded by Goldman Sachs from Buy to Neutral
- Boyd Gaming (BYD) downgraded by Morgan Stanley from Overweight to Equal Weight
- Arbor Realty (ABR) downgraded by Raymond James from Outperform to Market Perform
- Lucid Group (LCID) downgraded by Redburn Atlantic from Neutral to Sell
- Exelixis (EXEL) downgraded by Wells Fargo from Overweight to Equal Weight
- Nordson (NDSN) downgraded by Exane BNP Paribas from Outperform to Neutral
- CaixaBank (CAIXY) downgraded by Keefe Bruyette from Outperform to Market Perform
- Adecoagro (AGRO) downgraded by BofA from Buy to Neutral
- Intra-Cellular (ITCI) downgraded by Mizuho from Outperform to Neutral
- Rivian Automotive (RIVN) downgraded by BofA from Neutral to Underperform
- Ferroglobe (GSM) downgraded by Seaport Research 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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