Check out which companies are making headlines before the bell on Tuesday:

Ford Motor - The automaker earned $0.31 per share for the fourth quarter, above estimates of $0.25, with revenue also beating consensus. Ford did increase its estimate of European losses for this year to $2 billion from $1.75 billion, but said this year will see the bottom in the European market.

Pfizer - The drugmaker reported fourth quarter profit of $0.47 per share, excluding certain items, three cents above estimates. Revenue was also above analysts' forecasts, though it did fall due increasing competition from generic drugs.

Harley-Davidson - The motorcycle maker missed estimates by a penny with quarterly profit of $0.31, though revenue did register a beat. Harley reduced shipments during the quarter due to an upgrade at its largest assembly plant.

Stocks took a breather after an eight day run, but the bull isn't ready to give up yet.

The S&P 500 lost 2 points Monday to end at the psychologically important 1500 level, in its first decline in eight days. The Dow lost 14, to 13,881, its first drop in six days. The Nasdaq, meanwhile, closed higher, up 4 at 3154, as Apple gained more than 2 percent after last week's steep decline.

The 10-year Treasury yield pressed up through 2 percent Monday, for the first time since April, amid improving U.S. economic reports and the stock market's gains. But it backed down to the 1.96 percent level later in the session, and some strategists do not expect rates to keep rising much more even if the 10-year yield continues to flirt with the 2 percent level for now.

MacNeil Curry, Bank of America Merrill Lynch technical analyst, said the bond market's run up in yields could be soon coming to an end. He said the 10-year yield still has a ways to before it hits his upper target of 2.04 to 2.09 percent, but the five-year Treasury yield is close to his medium term target of 0.89 to 0.92 is close. The five year was yielding 0.86 percent late Monday, ahead of the Treasury's $35 billion auction of five-year notes Tuesday at 1 p.m. ET.

The sudden rise in interest rates to nine-month highs doesn't yet signal a turn, but that could change if Congress resolves the fiscal crisis hanging over the markets.

With stocks hitting multi-year highs and economic data surprising to the upside, investors have been selling Treasurys — which pushes up yields — and going into riskier assets.

But two things are keeping a lid on rates: worries about the automatic spending cuts — known as sequestration — if Congress doesn't resolve the budget impasse, and the Fed's continued purchases of Treasurys and mortgage bonds.

On Monday, the yield on the 10-year Treasury briefly rose above 2 percent for the first time since April, in part due to the stronger than expected report on durable goods orders.

"We've been more negative on the Treasury market ever since we cleared the debt ceiling debate," said John Briggs of RBS. "We felt it gave risk assets a green light to continue to advance and that money would be coming from safe haven instruments, notably Treasurys." Last week, Congress approved an increase in the debt ceiling to May, giving it time to hash out spending and the budget.

Been in San Francisco visiting family and friends in the last week and it's hard not to notice the city's renaissance, as dot-commers who formerly were living in Silicon Valley have pushed into and gentrified the Mission District south of Market Street, formerly the home of much of the city's homeless and marginal types.

It's still block by block, but the entire district is now populated with uber-hip coffee houses that play vinyl records, expensive apartments, and restaurants with unpronounceable beer names and $18 pizzas.

It's hard, too, not to notice all the bullish signs for the markets in the last few days:

Check out which companies are making headlines after the bell Monday:

Take a look at some of Monday's midday movers:

Call it the Twitter effect? Social media stocks are higher after Twitter announced an $80 million investment from BlackRock that values the social media company at $9 billion.

LinkedIn traded up to its 52-week high. Facebook shares also gained ahead of its quarterly earnings report after the bell on January 30.

PetSmart shares were hit by a downgrade from Nomura to "reduce" from "neutral." The price target was also cut to $55 from $72. Nomura turned bearish on the pet supply retailer, saying its online advantage is being eroded by competitors including Amazon.com.

Hess was higher after announcing plans to exit the oil refining business and focus on exploration & production. In addition, activist hedge fund Elliot Associates filed with regulatory authorities to up its stake in shares of the energy company.

Waste Management and Republic Services traded up to 52-week highs after a Credit Suisse analyst noted both firms could qualify for conversion to REITs. Price targets were raised to $38 for both waste management companies.

Newmont Mining is trading down to its lowest price in a year.

Netflix shares hit a fresh 52-week high before reversing course and moving lower. The video streaming company has been on a tear since reporting its quarterly earnings, with shares up about 69 percent over the past week.

Lockheed Martin shares were lower after a Reuters report said it was a manufacturing problem that likely caused engine problems in its F-35B fighter jet.

Check out which companies are making headlines before the bell on Monday:

Caterpillar- Caterpillar earned $1.04 per share for the third quarter, including an $0.87 goodwill impairment charge. Revenue was roughly in line with estimates, with Caterpillar issuing a wide ranging forecast for 2013 of $7 to $9 per share. CEO Doug Olberhelman said that reflects the amount of global economic uncertainty still in the mix.

Biogen Idec - Biogen Idec reported quarterly profit of $1.40 per share, excluding certain items, six cents short of estimates, though revenue was just about in line with consensus. The shortfall comes even though sales of its drugs to treat multiple sclerosis rose.

Boeing - The ongoing probe into the 787 Dreamliner's recent problems continues. The investigation has now shifted to the maker of the jet's maintenance systems.

The S&P 500 regained the 1,500 level for the first time in more than five years, but that's a milestone that could also trigger a pause, analysts say.

The S&P 500 briefly broke above 1,500 on Thursday and flirted with it all day Friday, before closing up eight at 1502, It's the first close above that level since Dec. 10, 2007. The S&P was slightly higher at midday, despite the steep 13 percent two-day decline in tarnished darling, Apple.

(Read More: Why Stocks Rallied Even While Apple Got Crushed)

Stocks could continue to march higher if there are no nasty surprises in the deluge of economic reports expected in the week ahead.

The economic calendar is jam packed, starting with durable goods Monday, consumer confidence Tuesday, and ending with the important January employment report and ISM manufacturing data Friday. The Fed meets Tuesday and Wednesday though expectations are low that it will make much news.There are also dozens of earnings reports, including industrials, like Caterpillar, and major oils like Exxon Mobil, which surpassed a shrinking Apple Friday to become the largest U.S. company by market cap.

"It's the Super Bowl of data and activity next week," said Chris Rupkey, chief financial economist with Bank of Tokyo-Mitsubishi. Rupkey expects to see 160,000 nonfarm payrolls, above the 155,000 new jobs created in December. Economists are also watching to see whether the lower level of jobless claims reported in the last two weeks continues, signaling a better job market, or whether they will adjust back to higher levels, as many expect.

Even as Apple crashes and burns, the market is protected by a firewall of factors that could help stocks break through to new highs.

The S&P 500 briefly rose above the psychologically important 1,500 for the first time since December, 2007, while Apple collapsed, losing 11 percent in an earnings induced tailspin.

Apple was pummeled with no signs of bargain hunting to prop it back up, and it continued to stay at its lows in afternoon trading. The S&P 500 was flattish, while the Dow was higher. Apple is about 9 percent of the Nasdaq, which was more than a percent lower on the day.

"I would call this a very encouraging and healthy reaction—that the market's able to sustain itself without the pre-eminent player," said Jack Ablin, CIO of BMO Capital Markets. (Read More: Pros: S&P Can Rally While Apple Sputters Lower)