It's a nice morning for the A.I. trade. Keybanc upgraded Lam Research (LRCX) and Applied Materials (AMAT) over the semiconductor space's long-term trajectory. Barclays boosted its price target on Broadcom (AVGO). On the downside, J. B. Hunt (JBHT) slipped after its earnings while Bank of America downgraded American Airlines (AAL) and Southwest Airlines (LUV). Diane King Hall looks at how the stock moves impacted the markets this morning.