Trump named it. Scientists built it. Here's what it means for you.
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.
As AI Data Breaches Become More Common, This Cybersecurity ETF Is Surging
By Jessica Mitacek. Date Posted: 6/4/2026.
Key Points
- The Amplify Cybersecurity ETF (HACK) has gained more than 49% since its Feb. 23 year-to-date low, recently hitting an all-time high.
- AI-driven cyberattacks are accelerating demand for cybersecurity, with the global market expected to grow from $272 billion to $663 billion by 2033.
- HACK's top five holdings—CrowdStrike, Broadcom, Palo Alto Networks, Cisco Systems, and Fortinet—are each up between 40% and 85% year to date.
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The rapid, if not aggressive, rollout of artificial intelligence (AI) has had its share of consequences—both positive and negative—in just a few years.
On one hand, the global memory chip shortage has created new members of the trillion-dollar market cap club while rewarding shareholders with once-in-a-generation gains. On the other hand, AI-assisted hacking and malware deployment have created a situation in which demand for cybersecurity is not only unprecedented, but absolutely critical.
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Watch Adam O'Dell's full briefing and get his free ticker nowAccording to Harvard Business Review, “the average AI-enabled data breach now costs organizations $4.88 million; a figure that does not account for reputational damage, regulatory penalties, or the cascading operational failures that follow.”
For investors, however, there’s a silver lining. With cyberattacks on the rise, demand for enterprise security firms is increasing. That has provided an enormous, sustainable tailwind for one exchange-traded fund (ETF) in particular.
AI-Assisted Cyberattacks (and Budgets to Combat Them) Are on the Rise
The advent of AI has led to a measurable increase in the rate, scale, and sophistication of cyberattacks and data breaches.
A 2026 study conducted by International Business Machines (NYSE: IBM) found a 44% year-over-year (YOY) increase in the exploitation of public-facing software or system applications, 300,000 AI chatbot credentials observed for sale on the dark web, and a 49% YOY increase in active ransomware groups.
Harvard Business Review has warned that AI-enabled cyberattacks are becoming more autonomous and adaptive, with systems capable of probing defenses, identifying weaknesses and changing tactics in real time without human direction. The report also noted that 77% of organizations lack the foundational data and AI security practices needed to safeguard critical technology infrastructure.
Fortunately, businesses, governments, and other institutions aren’t sitting idly by. According to industry consultancy firm Grand View Research, the global cybersecurity market, which was valued at nearly $272 billion in 2025, is expected to reach more than $663 billion by 2033. That implies a compound annual growth rate (CAGR) of 11.9% and a total addressable market that is more than 144% larger than it was last year.
The global cybersecurity services market, specifically, is poised to grow at a CAGR of 14.8% through 2033, with Grand View Research citing that “advances in AI, the Internet of Things, and machine learning have led to increased adoption of web and mobile applications, creating a more complex IT infrastructure that is increasingly vulnerable to cyberattacks.”
That bodes particularly well for the Amplify Cybersecurity ETF (NYSEARCA: HACK) and its portfolio of top-tier cybersecurity firms.
A Basket of Booming Cybersecurity Stocks
Given that forecasted growth, along with the rising threat of malware, phishing, ransomware, and zero-day exploits, it’s no surprise that the Amplify Cybersecurity ETF (NYSEARCA: HACK) has been surging higher this year.
Since its year-to-date (YTD) low on February 23, the fund has gained more than 49%, recently hitting an all-time high as its basket of best-in-class cybersecurity firms continues to reward shareholders.
That success is largely attributable to the fact that the fund aims to track the Nasdaq ISE Cyber Security Select Index. In doing so, it includes companies that develop, implement, or provide cybersecurity hardware, software, and services. The index’s constituents are companies that derive at least 90% of their revenue from cyber defense.
Prior to this year, the ETF’s performance was lackluster, with HACK having gained only around 20% over the five years leading up to its aforementioned YTD low. But given the rise in data breaches, AI-assisted cyberthreats, and swelling corporate budget lines aimed at combating those risks, the companies in the Amplify Cybersecurity ETF have been outperforming this year.
The fund’s holdings include the who’s who of enterprise security providers, with its top five allocations being:
CrowdStrike (NASDAQ: CRWD): up around 60% YTD
Broadcom (NASDAQ: AVGO): up around 40% YTD
Palo Alto Networks (NASDAQ: PANW): up over 50% YTD
Cisco Systems (NASDAQ: CSCO): up more than 65% YTD
Fortinet (NASDAQ: FTNT): up nearly 85% YTD
Together, those five positions account for more than 36% of the ETF’s portfolio. Overall, more than 87% of the fund’s holdings are domiciled in the United States, with the remaining companies located in Israel and Japan.
Amplify’s ETF Is the Ultimate Cybersecurity Portfolio HACK
The passively managed fund carries an expense ratio of 0.60%, which puts it on par with the average fees charged by thematic ETFs.
That figure is, to some extent, offset by a dividend that yields six cents per share annually.
With average daily volume of around 127,000 shares and $2.60 billion in assets under management, trading can be light.
But for investors looking to add exposure to the cybersecurity trend, the ETF receives a Moderate Buy rating based on 531 ratings by analysts who cover more than 96% of the companies in HACK’s portfolio.
The smart money is treating the fund accordingly, with inflows from institutional buyers surpassing outflows by a margin of around $171 million to just over $75 million, respectively, over the past 12 months. Meanwhile, short interest is infinitesimal at just 0.19% of the float, or a mere 48,136 shares out of the 24.85 million shares outstanding.
Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors
By Chris Markoch. Date Posted: 6/2/2026.
Key Points
- Reports of potential U.S. drone funding could create a new growth catalyst for Palantir's defense business.
- Dell's integration of Palantir software into its AI infrastructure validates the company's position in the AI ecosystem.
- Despite valuation concerns and near-term volatility, analyst targets and institutional buying remain supportive of PLTR stock.
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Palantir Technologies Inc. (NASDAQ: PLTR) surged more than 20% in the final week of May. There were several reasons for the move, not the least of which was a report from The Wall Street Journal suggesting the U.S. government may directly fund domestic drone companies. The policy implications may be questionable, but that would undoubtedly be bullish for PLTR.
Palantir's Drone Opportunity May Be Just Beginning
Palantir’s software supports multiple drone and autonomous systems applications.
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Get the SpaceX infrastructure stock name and ticker hereThe company is already firmly entrenched with the Department of War through the MAVEN program.
The nature of warfare and the need for operational security make it unlikely that the full extent of the company’s capabilities will ever be known.
Drones are among the fastest-growing segments of modern defense procurement.
A core reason behind the stated need for a defense budget of over $1 trillion is the need to vastly expand the country’s autonomous defense capabilities, with drones playing a key role. They are “cheap” compared to conventional weapons and don’t require a human pilot.
Palantir is positioned to be the connective tissue between the platforms and the decisions they inform. Its software not only processes drone data, but also turns that data into actionable intelligence at machine speed.
It’s not a stretch to suggest that Palantir will benefit from increased spending in an area of defense that will showcase its technology. The opportunity is not that Palantir builds drones, but that drones create a growing need for the kind of data integration and command software Palantir already sells.
Dell’s Report Provides Further Proof the Software Selloff Was Overdone
This earnings season has been a case of trust but verify as it relates to software stocks. It wasn’t enough for Palantir to deliver a strong report. But when companies like Dell Technologies (NYSE: DELL), on the hardware side, and Snowflake (NASDAQ: SNOW), at the data-software layer of the AI stack, tell the same story, it becomes hard to ignore.
Palantir sits at the operational layer of the AI stack. And right now, it benefits from one-of-one positioning in that space. A recent product launch from Dell helps explain why investors are reassessing PLTR.
At the company’s Dell Technologies World event in May, Dell unveiled a product that runs Palantir’s Foundry and AIP software inside the Dell AI Factory powered by GPUs from NVIDIA Corp. (NASDAQ: NVDA). Specifically, Palantir’s Ontology layer will be deployed on Dell ObjectScale and PowerFlex storage, both of which target sovereign defense and regulated customers who won’t put sensitive data in the public cloud.
PLTR's Chart Tells a Story of Its Own
The Dell partnership underscores something broader: the "expensive" label critics pin on PLTR increasingly misses the point. When the hardware and infrastructure layer is being built around your software, the premium is a feature, not a flaw.
Nevertheless, PLTR has not been a stock for the faint of heart. Although it’s had many bullish moments over the past two years, the bears have been in control for much of the last eight months.
The stock has been trading in a defined range for much of 2026. The recent rally may have confirmed where the bottom is, but it also may be setting a short-term ceiling as well.
In midday trading on June 1, PLTR was encountering resistance around the $161 level, which is also aligning with the 200-day simple moving average.
Unless the stock can push higher, this move will likely confirm that PLTR is still in a consolidation phase. Nevertheless, volatility like this is the cost of holding a stock like PLTR. You have to stay in it to win it. Investors who stay on the sidelines are likely to miss the strongest gains.
Watch What They Do More Than What They Say
When it comes to understanding the upside for PLTR, it’s important to separate the news from the noise.
For example, despite all the hand wringing about the stock’s valuation, analyst sentiment is still bullish.
Even after the 20% rally, PLTR is still about 20% below the analyst consensus price target of $193.
Plus, institutional buying isn’t slowing down. It’s no longer just a case of institutions owning PLTR because of its inclusion in the S&P 500 and NASDAQ 100; it’s become a must-own stock for investors buying into the long-term AI growth story.
The next obvious catalyst for Palantir could come from its earnings call on Aug. 3.
With many institutions stepping away for the summer, a strong move higher isn’t a guarantee. In fact, it’s likely that PLTR will see more of the same choppy movement on lower summer volume.
However, investors who bought PLTR at around $130 were rewarded once and will likely be rewarded again if the stock gives up these recent gains.
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