FOURTH DOWN DAY: The Dow Jones industrial average finished down 130 points at 12,929, its first close below 13,000 since March 12, after investors delivered their verdict on a slowdown in U.S. job growth last month. The Dow and the Standard & Poor's 500 recorded their second four-day losing streak this year.

BANKS FARE WORST: Financial stocks led the market lower. Bank of America fell 3.3 percent, and Citigroup was off 2.4 percent.

AOL WINS: AOL soared 43 percent after the company agreed to sell hundreds of patents and patent applications to Microsoft for a little more than $1 billion. The company plans to return some of the cash to shareholders.