Record Run on Wall Street Continues

The Dow and the S&P 500 come off record high closes once again, with the Russell 2000 also joining the all-time high parade. The S&P 500 has also chalked up its second 8-day win streak of 2013 but only its third since 2004.

High-profile earnings take center stage this morning, with Goldman Sachs (GS) set to report along with Dow components Coca-Cola (KO) and Johnson & Johnson (JNJ). We'll also get quarterly reports from Charles Schwab (SCHW) and Comerica (CMA) this morning, while Yahoo (YHOO) and Dow Transportation component CSX (CSX) will be out with earnings after today's closing bell.

It's also a busy day for government economic reports, starting with the June Consumer Price Index at 8:30 a.m. ET. Economists are looking for a rise of 0.4 percent following a 0.1 percent increase in May, while the ex-food and energy rate is seen rising 0.2 percent.

At 9:15 a.m. ET, the Federal Reserve is out with industrial production figures for June, with consensus forecasts calling for a 0.2 percent increase following an unchanged reading in May.

At 10 a.m. ET, the National Association of Home Builders issues its monthly sentiment index, seen coming in at 52 for July, unchanged from June.

Honeywell (HON) is among our stocks to watch, issuing an updated statement about the Boeing 787 fire last week at Heathrow Airport. The company has been participating in the investigation, with an emergency transmitter made by Honeywell being investigated as a possible cause. Honeywell emphasizes that it is premature to speculate on any conclusions in the case at this time.

Cintas (CTAS) reported fiscal fourth quarter profit of $0.69 per share, one cent below estimates. Revenues were in line with consensus, but its full year forecast falls short of analyst expectations. The maker of uniforms points to uncertainty generated by the overall economy and the effects of the Affordable Care Act.

Marathon Petroleum (MPC) is forecasting second quarter earnings of $1.87 - $1.92 per share, well below estimates of $2.62. The refining company points to higher costs for the crude that it processes, similar to the profit warning issued by competitor Valero Energy (VLO) last week.

J.M. Smucker (SJM) raised its quarterly dividend to $0.58 per share from 40.52, an increase of nearly 12 percent for the food producer's shareholders.

McDonald's (MCD) will open its first restaurant in Vietnam, with the son-in-law of Vietnam's prime minister as the main franchise partner.

Baidu (BIDU) will buy smartphone app maker 91 Wireless in a $1.9 billion deal. 91 Wireless is the owner of two app distribution platforms that have distributed more than 10 billion apps. Baidu is the company behind China's most popular search engine.

Anadarko Petroleum (APC) will face a narrowed lawsuit over the 2010 Gulf oil spill. A judge ruled that Anadarko would have to face a suit accusing it of defrauding shareholders, but also said plaintiffs could only sue over one statement from the company regarding the blown out Macondo well.

AT&T (T) has introduced "AT&T Next", allowing wireless customers to get a new smartphone or tablet every year if they agree to pay monthly installments to purchase their new devices.

Dell (DELL) remains on our watch list, with a shareholder vote over founder Michael Dell's buyout bid set for Thursday. Investor Carl Icahn has been pushing alternative proposals, but the vote at present is considered too close to call.