Hint, hint, Goldman Sachs analysts say. The fourth-quarter might not look so great for corporate earnings. After a great third-quarter for earnings -- which didn't do anything for stocks -- the fourth quarter may not be so great. A Goldman note showing results from its fund-tracking says that investors in the last week pulled more money out of U.S. equity mutual funds than they put in, which indicates to the analysts investors are ratcheting down their risk appetites. Read the full analysis on that in my newsletter here

Also, General Motors Company (GM - Get Report) reported earnings results Wednesday morning, handily beating estimates on both top and bottom lines. The company has had to raise prices because of higher input costs caused by tariffs, but those increased prices actually proved a huge boost to GM's bottom line. 

Facebook Inc. (FB - Get Report) beat on earnings estimates, but missed on revenue. The stock was volatile in post-market trading Tuesday, but up in pre-market trading Wednesday. A part of that picture: management did indeed say it's ramping up Instagram monetization. The market loves this. Whatever Facebook does to improve quality on the core Facebook platform, it's Instagram that is the next growth driver for the data giant. 

One last thing: Starbucks Corp. (SBUX - Get Report) is RealMoney's stock of the day. Starbucks reports earnings Thursday. We'll be all over that. 

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