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Earnings. And your earnings read is. Some are cloudy, some are bright, some are messy. We will try to find a signal in all of the earnings noise. Im alix steel here with guy johnson in new york. So interesting to see the stock reaction to earnings. Finally, earnings seem to matter, but are we having the right takeaway if you are an investor . Guy difficult to draw a comprehensive conclusion. You need to take every stock on a casebycase basis. The answer to the question about the signal is really hard. Is there a signal in all of this, macro takeaway, something that we can deduce out of this that is useful beyond investing in the single stock story . What is happening in tech is so critical. Alix did you see the chart . Sell google, by microsoft. Guy now we wait for amazon to see what is the deciding vote. Will they provide the conclusion to this narrative . The existing market has broken because of you. Alix thank you. Guy the new homes market is not. That is a market that continues to ....