IBM Corp. (IBM) is stepping up its standing in the A.I. race through a new acquisition. Diane King Hall explains how its $11 billion purchase of Confluent (CFLT) aims to up IBM's positioning in the evolving tech landscape. Morgan Stanley downgraded Tesla (TSLA) as it sees its non-auto catalysts priced into the stock. On the retail space, Diane talks about Truist's upgrade on Five Below (FIVE).