On a massive earnings day, Ford topped estimates on the earnings side, but disappointed on its revenue -- still, shares are up 15 percent to start the year, putting it well ahead of competitor General Motors, which disappointed yet again. Also Eli Lilly led off the morning with a beat; the pharmaceutical company's top and bottom line win gave it more than a year in a row of consecutive beats, where it also put on 26 percent in gains. And Jim Cramer's Action Alert Pick today is SunTrust Banks, where he's targeting $45 a share for the stock after it posted gains of 10% over the last 12 months.

undefined

More from Video

Video: Here Is Why Carvana Isn't Worried About Amazon

Video: Here Is Why Carvana Isn't Worried About Amazon

Video: What Oprah's Content Partnership With Apple Means for the Rest of Tech

Video: What Oprah's Content Partnership With Apple Means for the Rest of Tech

REPLAY: Jim Cramer on the Markets, Oil, Starbucks, Tesla, Okta and Red Hat

REPLAY: Jim Cramer on the Markets, Oil, Starbucks, Tesla, Okta and Red Hat

Flashback Friday: The Market Movers

Flashback Friday: The Market Movers

This Could Be the Summer of Hard Seltzer

This Could Be the Summer of Hard Seltzer