Accenture (ACN) shares soared after its earnings report, which Diane King Hall attributes to success in the company's plans to capture AI demand. Goldman Sachs added Amazon (AMZN) to its conviction list and set a $375 price target for the stock after the Mag 7 giant penned a 20-year deal with Constellation Energy (CEG). Diane notes that Wells Fargo added Microsoft (MSFT) to its tactical ideas list and raised its price target for the software giant.