traders set aside weak manufacturing data out of new york state, focusing instead on a second straight month of growth in u.s. industrial production. this afternoon, investors will have an eye on earnings with reports due out from oracle and research in motion. overseas, japanese officials did not step in to keep its currency trading lower for a second day. the bank of japan's surprise intervention wednesday drove the yen sharply lower and the u.s. dollar more than 3% higher. here in the u.s., the semi sector was dealt a blow by a downgrade to chipmaker micron technology. micron shares shed 4.5%. meanwhile, mastercard shares shot up 5% after the company predicted a 20% rise in income for 2010. elsewhere, a healthy earnings outlook from kraft foods pushed its shares to a new high for the year. the world trade organization is condemning the u.s. for paying, quote, massive subsidies to boeing that violate