 Most interesting day of the year. The Russell 2000 up 3.6% with the S&P down. Do you know the last time that actually happened? October 2008. That's how rare that is. This is not negative on tech. This is positive on diversification. That's the way to look at this. CNBC's Bob Pisani. Investors are on hold for the start of earnings season this morning. Big banks like JPMorgan Chase and Citigroup will report.