bob pisani, we wait for amazon's earnings.d be very interesting. >> well, i think the one thing is they don't break out a lot of the kindle numbers we want. >> they have, because of the competition lately, they've been telling us how many kindles they've been selling. >> particularly on how the fire is doing. i don't think they'll break it down with that specificity. there was a great story in "the new york times" over the weekend as the barnes & noble being the best on there. it was very important. >> thank you, bob. see you in a little bit here.

always looking ahead. >> bob pisani, we'll see you later. technology driving the rally up for january. tech was one of the bright spots in today's trading session. seema mody is live with that angle. >> maria, as you pointed out, strong moves in tech, definitely helping the nasdaq this month. i think it's also important to highlight the outperformance of the nasdaq versus the dow and s&p for this month. very significant. almost doubled s&p's gain and more than doubled the dow's gain. in terms of what's fueling the growth for the nasdaq, technology led by shares of apple. we're seeing strong moves in the biotech space in january. are chip stocks, also a standout in january with intel earnings and recovery from the thailand floods. semiconductor stocks are on the rise. in terms of the nasdaq winners for this month, net fligs has been on the run in 2012. that's after losing 65% in 2011. it's the best performer on the nasdaq 100 and s&p, raising investor confidence after reporting increase in subscribers and upbeat earnings report. that's a look

bob pisani is standing by. i want to talk about the january effect, bob.s been a good january so far. >> it's sure working. >> absolutely. and it just does feel as if people are starting to feel we're due for a pullback, that maybe stocks are starting to run out of steam. >> that's a good way to look at it. it's been a great start. nasdaq is up 7%. thanks apple for that. i think your point is well taken. the issue here is what happens now? if you look today at what happened, we had three big companies reporting. they all beat and they all traded down very, very quickly. some of them have various reasons. if you look at pfizer for example, pfizer had generally poor guidance. exxonmobil, good refining numbers but the margins were weaker. u.p.s., the stocks's been up 24% in the last few months. so it's a little tired. we're not getting big earnings beats in the second half of the earnings season. that's a very big sinn issue. and the economic situation is a big issue. the numbers today were disappointing. the case-shiller numbers were disappointing. the consu

let's go to the trading floor of the nyse with bob pisani. >> we have a little bit of a problem. remember economic data has been improving for months now. that's been a real underpinning to our stock market, why we've been outperforming europe. but today chicago pmi, below expectations. consumer sentiment, below expectations. and the case-shiller home price index also disappointing, down three straight months. that's a problem. take a look at the homebuilders. great month for the homebuilders. but they've stalled out in the last few days. this is the first seriously negative day we've seen all month. same situation with energy stocks. not a lot of problems. a little bit of disappointment still on the news with exxon. that's 15 points there to the downside on the dow jones industrial average. but not dramatic effects on the rest of the energy group. schlumberger and some of the oil service names were actually on the upside earlier in the day. sue mentioned how well we've done for the month. the nasdaq, great month as we had some real outperformance from apple, russell 2000, small