Investors sold off foreign chip stocks on multiple potential headwinds, including Nvidia down over 6%. Bernstein’s Stacy Rasgon breaks down what you need to know. Plus, earnings from United, Alcoa, Discover, SL Green and more. BD8 Capital’s Barbara Doran and Vital Knowledge’s Adam Crisfulli on the key takeaways. Analyst reaction to United and Discover’s earnings and Zelman & Associates’ Alan Ratner on the homebuilders trade.

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