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MAY 4TH, 2026







Trump just gave his secretive AI project a name (Ad)Trump’s team has officially code-named America’s new AI initiative ‘Golden Dawn’ – a government project involving 40,000 scientists building an AI system described as 283 trillion times more powerful than today’s leading data centers.
Louis Navellier, who manages a $1.1 billion portfolio including $358 million in AI stocks, says Golden Dawn represents the biggest investment event of his 40-year career – and has identified one specific stock he believes sits at the center of it. He’s named the ticker in a free presentation, with a May 5th date flagged as key.
WATCH LOUIS NAVELLIER’S FREE GOLDEN DAWN PRESENTATION AND GET THE TICKER
Today’s Top Stories

3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries
BY NATHAN REIFF | MAY 4, 2026 06:10 AM

No AI Bots. Just Real Signals. (Ad)
BY MARKET PULSE TODAY

Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook
BY JENNIFER RYAN WOODS | MAY 3, 2026 10:05 AM

The AI Supercycle’s Most Undervalued Manufacturer
BY JEFFREY NEAL JOHNSON | MAY 3, 2026 06:05 AM

Before Tomorrow’s Open: 3 Quiet Setups You Should Review (Ad)
BY STREET IDEAS

MarketBeat Week in Review – 04/27 – 05/01
BY MARKETBEAT STAFF | MAY 2, 2026 06:00 AM

MaxLinear’s Explosive 200% Rally Looks Impressive—But Can It Last?
BY DAN SCHMIDT | MAY 1, 2026 10:55 AM

Quick Links
Analyst RatingsMy MarketBeatAccount SettingsMarketBeat All AccessStock ListsStock ScreenerCalculatorsPremium ReportsBest Stocks to Buy in MayWall Street banks are fighting over one IPO (Ad)SpaceX is preparing an offering that could raise $50 billion in a single day – and Bloomberg reports it’s already forcing other companies to delay their own IPOs.
Citigroup just joined the underwriting team. But the real positioning isn’t in the IPO itself – it’s in the one chokepoint supplier that SpaceX’s $1.75 trillion empire depends on to stay operational.
SEE WHAT INSIDERS ARE BUYING BEFORE THE SPACEX IPO HITS
Your Watchlist
MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO

$276.95 -3.19 (-1.14%) As of 5/4/2026 9:37 AM ET
- Apple saw unusually large options trading activity on Friday. Traders acquired 1,026,010 call options on the company. This represents an increase of approximately 13% compared to the average volume of 906,937 call options.
- Microsoft Is a Mess. Is the “Magnificent Seven” Stock a Buy in May or Better Avoided? 5/4 – FOOL
- Tech stocks today: Semiconductor company earnings in focus amid AI boom, Musk vs. Altman fight continues 5/4 – YAHOO
- Mark Cuban Slams OpenAI For Overspending (CORRECTED) 5/4 – YAHOO
- Apple Just Gave Investors a $100 Billion Reason to Rethink the AI Spending Race5/4 – FOOL
- Apple Just Gave Investors a $100 Billion Reason to Rethink the AI Spending Race5/4 – FOOL

$272.57 +4.31 (+1.61%) As of 5/4/2026 9:37 AM ET
- 4 stocks to watch on Monday: BB, TSN, AMZN, HUBB 5/4 – MSN
- Amazon supply chain shocker sends FedEx, UPS, and other freight logistics names lower 5/4 – MSN
- Amazon Will Offer Supply Chain Services To Businesses 5/4 – YAHOO
- Amazon Will Offer Supply Chain Services To Businesses 5/4 – INVESTORS
- See How Big Money Backs Amazon5/4 – FXEMPIRE

$383.53 -2.16 (-0.56%) As of 5/4/2026 9:37 AM ET
- Director Frances Arnold sold 102 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $371.00, for a total value of $37,842.00. Following the completion of the sale, the director owned 18,621 shares in the company, valued at approximately $6,908,391. The trade was a 0.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
- Wealth Enhancement Trust Services Inc. Makes New Investment in Alphabet Inc. $GOOGL 5/4 – MARKETBEAT
- ZEGA Investments LLC Purchases 4,749 Shares of Alphabet Inc. $GOOGL5/4 – MARKETBEAT
- Is Big Tech’s $725B AI splurge being funded by mass layoffs? 5/4 – INVEZZ
- Big money is betting the self-driving future belongs to a small club 5/4 – BUSINESSINSIDER
- Denmark faces data center reckoning as power grid overwhelmed by surging demand 5/4 – CNBC

$607.59 -1.16 (-0.19%) As of 5/4/2026 9:37 AM ET
- Meta’s public nuisance case in New Mexico has billion-dollar consequences 5/4 – CNBC
- JLens Urges Meta Shareholders to Vote FOR Proposal 8 at the Company’s Annual Meeting on May 27, 2026 5/4 – BUSINESSWIRE
- WP Advisors LLC Grows Stake in Meta Platforms, Inc. $META 5/4 – MARKETBEAT
- West Michigan Advisors LLC Buys 1,202 Shares of Meta Platforms, Inc. $META5/4 – MARKETBEAT
- Is Big Tech’s $725B AI splurge being funded by mass layoffs? 5/4 – INVEZZ

$415.99 +1.55 (+0.37%) As of 5/4/2026 9:37 AM ET
- Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years— What’s Going On? 5/4 – BENZINGA
- Is Big Tech’s $725B AI splurge being funded by mass layoffs? 5/4 – INVEZZ
- Oak Ridge Investments LLC Buys 23,602 Shares of Microsoft Corporation $MSFT5/4 – MARKETBEAT
- Microsoft Is a Mess. Is the “Magnificent Seven” Stock a Buy in May or Better Avoided? 5/4 – YAHOO
- Microsoft Corporation $MSFT Shares Sold by Rede Wealth LLC 5/4 – MARKETBEAT
Analysts’ Upgrades
Acadia Healthcare (NASDAQ:ACHC) was upgraded by Raymond James Financial, Inc. from “outperform” to “strong-buy”. They now have a $39.00 price target on the stock. This represents a 34.9% upside from the current price of $28.91.Packaging Corporation of America(NYSE:PKG) was upgraded by Deutsche Bank Aktiengesellschaft from “hold” to “buy”. They now have a $256.00 price target on the stock, up from $225.00. This represents a 15.7% upside from the current price of $221.17.SiteOne Landscape Supply (NYSE:SITE) was upgraded by Stifel Nicolaus from “hold” to “buy”. They now have a $157.00 price target on the stock. This represents a 24.5% upside from the current price of $126.10.Toronto Dominion Bank (NYSE:TD) (TSE:TD) was upgraded by Scotiabank from “sector perform” to “sector outperform”. The current price is $107.29.
VIEW MORE UPGRADES
10 widely held stocks just hit urgent sell status (Ad)The Weiss Ratings system downgraded AVIX Technologies before it fell 98%. It flagged Fobi AI before a 59% crash within six months. Now it’s issuing sell warnings at a pace not seen in years.
10 widely held U.S. stocks sitting in 401(k)s and IRAs have already been downgraded to urgent must-sells. Watch the free broadcast to see which stocks to exit and get 3 buy-rated names at no cost.
WATCH THE FREE BROADCAST NOW TO PROTECT YOUR RETIREMENT PORTFOLIO
Analysts’ Downgrades
Agilon Health (NYSE:AGL) was downgraded by JPMorgan Chase & Co. from “neutral” to “underweight”. They now have a $21.00 price target on the stock. This represents a 25.2% downside from the current price of $28.09.Check Point Software Technologies(NASDAQ:CHKP) was downgraded by Bank of America Corporation from “buy” to “neutral”. They now have a $120.00 price target on the stock. This represents a 3.4% upside from the current price of $116.03.
VIEW MORE DOWNGRADES
Please read this right away (Ad)Porter Stansberry and his colleague Erez have identified what they’re calling the most asymmetric opportunity of their careers – a blue-chip stock where a multi-billion-dollar hidden asset is worth more than the entire business itself.
Wall Street has mispriced it. The catalysts that could break the story open are approaching. Porter says opportunities like this appear once in years – and this one is time-sensitive.
WATCH THE FULL PRESENTATION AND SEE THE TRADE BEFORE THE WINDOW CLOSES
Analysts’ New Coverage
Anavex Life Sciences (NASDAQ:AVXL) is now covered by Rodman & Renshaw. They set a “buy” rating and a $20.00 price target on the stock. This represents a 474.7% upside from the current price of $3.48.Better Home & Finance (NASDAQ:BETR) is now covered by Needham & Company LLC. They set a “buy” rating and a $53.00 price target on the stock. This represents a 16.1% upside from the current price of $45.65.Prelude Therapeutics (NASDAQ:PRLD) is now covered by D. Boral Capital. They set a “buy” rating and a $9.00 price target on the stock. This represents a 89.4% upside from the current price of $4.75.
VIEW MORE NEW COVERAGE
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