It's not just record diesel costs cutting into J.B. Hunt (JBHT) profits, according to the company. Diane King Hall discusses how the transport giant sees trucker shortages and other macro woes hitting earnings. Truist sees pressure across the homebuilder space, cutting price targets for Lennar (LEN), D.R. Horton (DHI), and KB Home (KBH). Diane turns to weakness in the travel space after Morgan Stanley issued an underweight rating for Expedia (EXPE).