Morning Stock Talk - Sometimes Wall Street expects too much

"It's really 'What does the Street expect? What do the inside traders expect?' And if the numbers aren't good enough, the stocks can go down." That is how Todd Horwitz, chief strategist at the Adam Mesh Trading Group, describes how Ford, UPS and DuPont can join the ranks of other companies this earnings season which report great profits but see their stocks tumble anyway. Horwitz tells Andrew O'Day more good news could come and help Wall Street, but it would have to be very good! "There could be something great that could happen, but I would be more inclined to think something bad would happen that would turn this market over."

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Dow Jones' MarketWatch Morning Stock Talk discusses the big stock movers, economic data and investment trends with Wall Street's top analysts, strategists and traders. Hear about what's driving the stock market from those in the know..