Earnings disappointments from Amazon and Apple could make for a sour start for stocks Friday.
"Of the two names tomorrow, I'd bet Amazon gets more beat up than Apple does," said Art Hogan of Lazard Capital Partners. "Should it? Yes. You have a miss on earnings and revenues and guidance is slightly lowered. Apple, on the other hand, beat on the revenues and I think the guidance is reasonable."
Hogan said the Apple miss may present a buying opportunity. "The stalwarts of the market since the market ran up in June were Google and Apple, and both of them were taken to the woodshed already," he said. Apple stock was down nearly 9 percent this month, ahead of its earnings announcement.