Google, Yahoo! Ripped:

"Google (GOOG:Nasdaq - commentary - research) and Yahoo! (YHOO:Nasdaq - commentary - research) slid Thursday after a top analyst downgraded the shares and lowered his price targets on both.
RBC Capital Markets' Jordan Rohan cut his investment rating on the stocks to sector perform, saying channel checks show unexpected weakness in paid-search pricing. Rohan, who had previously rated Google a 'top pick' and Yahoo! outperform, lowered his price target on Google to $200 from $250 and cut Yahoo!'s to $34 from $43. "