It's a tale of two retail stores with earnings this morning. Five Below (FIVE) soared after posting an earnings beating and announcing a new CEO, while American Eagle Outfitters (AEO) sunk due to a revenue miss and cut guidance. On the A.I. front, Morgan Stanley slashed its price target for Applied Materials (AMAT) after saying it will be harder for the company to outperform. Diane King Hall has more on the morning's biggest movers.