AMZN and GOOG have taken psychotic leaps following the release of Q1 earnings news after Thursday’s close. This is likely to have little or no effect on the Dow and S&Ps on Friday, since the broad averages would find it difficult to emulate behavior for which there is no satisfying explanation. Call it a mood swing if you will, but don’t expect it to persist for the stock market in general as wild-eyed speculators try to shake off the hangover.