for more on today's tech selloff, let's bring in dan niles of niles investment management. dan, great to get your take. you were worried going into this reporting season, just about what we were talking about, and that is sort of the investor expectations around an a.i. spend. so, in your view, what did we get from google, and do you imput that on all the rest? >> yeah, so, we've written over the last month, we thought earnings season investors would start to focus on return on investment. and that was the problem with google, is that when you look at what was happening with their margins, which is the one thing that people seem to be glossing over, their margins go down. the top line estimates and the future go down. the margins go down. and eps go down. not a lot. but a little. and so, i think what you heard from google today is what you're going to hear from a lot of these other companies going forward, which is, we're spending a lot on a.i., but we're not sure when the revenue's going to show up. what was a little scary about yesterday was the fact that google said on th

dan kerman kron. 4 news. >> new at 10, the 2 leaders of mexico's sinaloa cartel are in custody in the united states. the justice department says is nile zam botta and joaquin guzman. lopez were arrested in texas today. according to the fbi. both and guzman, lopez oversaw the trafficking of tens of thousands of pounds of drugs in the united states along with related violence. sam, bottom had also worked for decades with joaquin el chapo guzman who is currently serving a life sentence in the united states and is the father of guzman. lopez. the u.s. government has offered a reward of up to 15 million dollars for information leading to the capture santa ana. >> 4 teens have been arrested in connection to a shooting in livermore. police say it happened last week. the teenagers allegedly pulled up next to the victim's car near the intersection of park and north. i streets and opened fire. family was inside of that vehicle. thankfully, no one was hit by the bullets. police later found the teens in tracy. they also found this handgun that they believe may have been used in the shooting. police to believe the shooting to be gang related. toni