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now. it's been down from the get go this morning. didn't help with alcoa's earnings last night. all kinds of other influences pushing it south. we're down 125 right now at 13,348. a decline of almost 1%. the nasdaq, which has been the lagger lately, is not so today. down less than .5% or 14 points at 3,505. the s&p is down 8-plus. september, as you know, may be historically the worst month for stocks. if you know your market history, you know october is not far behind, accounting for three of the worst ten months 1929, 1987, each of which had market crashes, and then there was 2008 a...

can two old-timers get together and pose a real challenge to apple? barnes & noble's stock appears to be saying, yes. >> lots of m&a action today. energy transfer partners buys sunoco. >> and spain now the eighth eurozone country officially in recession as this week brings an ecb meeting, a french election and the first spanish auction since that s&p downgrade just last week. we should know as we mentioned, david faber joins us from the active/passive investor summit in new york city. david, what's the buzz so far? >> you know, a lot of talk, as you might imagine, about barnes & nobl...