3907. Sarnd and poorz clos s p 500 closed down 8. 5, at 1746. No record for the s p today. Stocks seeing red on the heels of disappointing earnings. Bob pisani, a bit of a pullback, was it needed . Weve been overbought today. Were in the heart of earning season, today and tomorrow, biggest days of the earning season. Five trends emerging im seeing in the last couple of days. Very limited visibility from Big Semiconductor names. Thats a problem for the market today. Netflixes, momentums, et cetera, looking toppy. Oil and Energy Stocks with low demand. Rates on the tenyear have been moving down and builders and utilities have gained on lower rates. The dollar weakness is helping multinationals. Well be hearing from them shortly. Take a look at some Big Semiconductor names, those in the tech areas. They were weak on some concerns from juniper, cree, micro, giving guidance. Tech names were weak, disk drives, aerospace had a good day. Boeing had excellent numbers. Guidance was good. Northro