Big gaps in big Nasdaq-types doing the trick this morning.

GOOGL up $30. AMZN up $69. MSFT and INTC also up.

MAT, EXPE, BIDU, FTNT, GILD, WDC, EFII on the downside.

Yesterday, BIOTECHS continue the cave and should be avoided and now DEFENSE stocks look to be in trouble off the reactions to numbers.

Will have a ton more over the weekend.