Palantir (PLTR) crossed above $200 for the first time since November 2025 after getting an upgrade from Goldman Sachs. Diane King Hall explains why the firm is just now turning bullish on the stock. Meanwhile, Citi downgraded NXP Semiconductors and slashed its price target. Diane turns to the earnings front in PepsiCo (PEP) after the company posted an earnings beat but lowered full-year guidance.