marko kolanovic out with a new note that spooked investors and sent stocks reeling. what is keeping him up at night. plus transports tanking down 3%. having the worst day in more than a year. could it be a warning sign for the market the traders will weigh in and we have a huge night of earnings. amazon, intel and starbucks just three of the big names reporting in the last few moments and we have a full team covering all of that she is on deck to monitor the amazon call that starts in 30 minutes. josh lipton in san francisco listening to the intel call and suzanne lee back at headquaters on the starbucks call. we'll check in with everyone at the hour we'll start with amazon. the last of the faang stocks to report earnings. sinking after missing estimates by more than a buck. the stock is still up 36% this year so did amazon simply run too far too fast and do you buy the dip or is this the start of a bigger sell off? >> it would be disingenuous to say i saw this coming because i didn't across the board we were bullish on amazon and i remain so but the biggest story is