It seems that it is just impossible to write about markets without getting into things like: "If, historically, real estate prices have always gone up, they will keep rising until they can go down." (actual quote from the linked article.)

The report I heard was that Google did great, but not as great as the analysts expected.

I still don't get why analysts are able to drive the price so much. If their educated guess is even wrong by $0.01/share sometimes, people freak out.