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.

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