A day after rising more than 22%, Intel (INTC) shares have pulled back slightly as Wall Street analysts react to Nvidia's (NVDA) $5B investment and announcement of a new partnership. Jenny Horne shares details from several analysts including Benchmark's upgrade to a buy rating. Later, she looks at another upgrade but for a different stock: Tesla (TSLA). Jenny walks through Baird's move as it shares optimism about the company's physical A.I. prowess.