IBM Corp. (IBM) shares rise to a new all-time high after the company introduced new agentic A.I. software. Diane King Hall joins Nicole Petallides to dive into IBM's move after BoFA analysts raised its price target to $320. Meanwhile, SolarEdge (SEDG), Enphase Energy (ENPH) and First Solar (FSLR) get price target cuts as legislative headwinds impact the solar energy industry. Later, Diane dives into a downgrade for Norwegian Cruise Line (NCLH) saying it's getting "docked" as the analyst at Argus points to weakening consumer spending as an impact to advance bookings.