Stocks staged a late-day sell-off on Friday that seemed to coincide with a big leg down in Apple. What the move tells us about where the market is heading as we dive into another busy week for earnings. Plus, homebuilders, surprisingly flat on the week, even as interest rates rocketed higher. We dig in on that trade to see what’s next for the sector.   Fast Money Disclaimer

Stocks dropped after Fitch cut its rating on the long term outlook for the U.S., sending yields higher and stocks lower. But some of the hardest hit names were in the high-multiple software sector, as well as the red-hot semis. Has the rally in that trade finally been derailed? Plus two of the biggest companies in the U.S. report earnings tomorrow. What to expect from the results and how to trade those names.   Fast Money Disclaimer