Investors sold off foreign chip stocks on multiple potential headwinds, including Nvidia down over 6%. Bernstein\u2019s Stacy Rasgon breaks down what you need to know. Plus, earnings from United, Alcoa, Discover, SL Green and more. BD8 Capital\u2019s Barbara Doran and Vital Knowledge\u2019s Adam Crisfulli on the key takeaways. Analyst reaction to United and Discover\u2019s earnings and Zelman & Associates\u2019 Alan Ratner on the homebuilders trade.