Mizuho is pulling back expectations for AI memory names Micron (MU) and SanDisk (SNDK), along with AI manufacturers Applied Materials (AMAT) and Lam Research (LRCX). Diane King Hall explains why the firm remains a bull on all names despite the price target cuts. Meanwhile, Raymond James is hiking its expectations for Nvidia (NVDA). In the airline space, Diane touches on a lift in United Airlines (UAL) shares as the company seeks to expand its international reach.