Seagate (STX) gets an upgrade and Western Digital (WDC) sees a price target hike from Wells Fargo. Diane King Hall explains how it signals a continuing trend in analyst optimism as SK Hynix readies its debut on the Nasdaq Friday. She also notes an upgrade in Shopify (SHOP) from Stifel and a rally in Circle (CRCL) shares after the U.S. approved a new crypto bank for the company.