defense or health care. i would worry this is a bigger thing. i would say, this was a memo. this is how frothy our markets are. there is a memo out and major companies dropped 5% or more on the news. it's a little irrational but interesting. >> john, meg, thank you so much. we're going to continue watching the markets. specifically, this health care development from three giant companies. president trump is going to deliver his state of the union address tonight under the cloud of the russia investigation. no matter how he tries, that cloud is there. he's facing new pressure over whether to release a memo created by the house intel committee chairman. the white house has days to decide. the justice department warned against making it public. plus, republicans are defending their decision to vote on releasing that very memo. >> the chairman went to thebi to make sure we're protecting sources and methods. we are confident we are.