There's a lot of trepidation out there about earnings, ... A lot of times, the complexion of markets is what the household names are doing. A couple of weeks ago it was about IBM ( Research ) and Apple ( Research ). Today, it looks like the focus is on Amazon, and that can shape the market -- at least in the early going.

Art Hogan

Complexion Earnings Markets Trepidation

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Depending on how you look at it, (Citigroup's earnings) only beat by 2 cents, ... It's got to be better than two pennies to get people that excited.

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It's all Microsoft, ... The broad sell-off in the techs is because Microsoft spoke about [slowing] demand.

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