New names will join the Nasdaq-100. Microstrategy (MSTR) and Palantir (PLTR) will enter the index alongside Axon Enterprise (AXON) later this month. Those three companies will replace Supermicro (SMCI), Moderna (MRNA) and Illumina (ILMN). Jenny Horne talks about the significance of the move and takes a closer look into Wedbush's price target hike of Tesla (TSLA).