The Nasdaq 100 index's annual reconstitution is approaching, with market valuations at the end of this week determining changes. Walmart surprised Wall Street by announcing it will move its listing to the Nasdaq. Several component stocks received analyst attention, including positive coverage initiations and upgrades for companies like Axon Enterprise and DoorDash, while others faced price target cuts or downgrades due to various challenges. Major partnerships were announced in the AI space involving component companies.