S&P, Dow fall with health stocks; Microsoft lifts Nasdaq

Microsoft surged as much as 5.6 percent to an all-time high of $60.45, while McDonald's was up 3.1 percent. "If companies cannot beat estimates in this (low-rate) environment, it raises the question of what will happen when the Fed raises rates in December," said Adam Sarhan, chief executive at Sarhan Capital. At 11:03 a.m. ET the Dow Jones Industrial Average was down 94.54 points, or 0.52 percent, at 18,067.81.