After seeing surprising mega-misses from both Netflix and IBM, market watchers will be keeping a keen eye on today's numbers -- which will begin with earnings from Verizon as well as Coca-Cola Co. Neither is outpacing the markets this year, and each has managed to avoid the ongoing activist investor campaign plaguing other big stocks. Plus, we'll get Yahoo! earnings and perhaps its new strategy plan after the bell. Finally, Jim Cramer is lining up a big bank pick he says is set to pull out of the third quarter with good odds for next earnings quarter -- and it's already on a roll.