Wall Street is ignoring great earnings and focusing on AI CapEx and crude oil creeping over $100. Kevin Green discusses how swaths of stocks across the S&P 500 (SPX) entering bear market territory doesn't bode well for forward momentum in the index. Western Digital (WDC) and Bloom Energy (BE) are the latest companies to take a hit on earnings even after both beat and posted strong guidance. KG turns to the healthcare space and explains why Moderna (MRNA) plunged after its cancer vaccine trial results leaked.