U.S. stock indexes fell sharply Thursday as Wall Street’s frenzy around artificial-intelligence technology faltered some more. The S&P 500 sank 1.6% for its fifth drop in six days after setting an all-time high last week.

Lee Simpson at Morgan Stanley has set Arm with a bull-case target price of $300 per share. That implies 120% upside from its current share price of $136. Meta Marshall at Morgan Stanley has set Axon with a bull-case target price of $1,150 per share. That implies 135% upside from its current share price of $488.