Rising fuel costs, labor shortages, supply chain issues -- there are plenty of reasons companies are cutting guidance for the fourth quarter. But with markets near all-time highs, are investors sufficiently pricing in the risks? Plus reports Apple is cutting iPhone production sending its chip suppliers lower today. But it wasn’t all bad news in the semi space. How we’re trading the names.

The XLE Energy ETF hit its highest level in nearly seven years early in the session, but ended up closing the day down. So is this a sign that the oil trade has run out of steam? Plus JPMorgan CEO Jamie Dimon calling bitcoin “worthless,” but that’s not enough to keep him from offering it to clients. What it means for the crypto boom.