Markets rallied for a third consecutive day thanks to expanding market breadth backed by mega cap strength. Alphabet (GOOGL) muscled an earnings beat after hours thanks to its cloud and Google search revenue. However, Intel (INTC) traded lower when its guidance didn't meet Wall Street's estimates. ServiceNow (NOW) shined as one of the top performers in the SPX after its earnings on Wednesday. Tom White takes investors through the day's top stories.