The AI memory trade continues to surge with optimism from analysts. Diane King Hall explains why JP Morgan raised price targets for Seagate (STX) and Western Digital (WDC) even after both stocks saw strong rallies over the last year. Wells Fargo also upped its price target for Qualcomm (QCOM). In the housing market, Diane notes an earnings loser in Lennar (LEN) after it missed on revenue and deliveries.