Market Moving Insight and Analysis join Jim Kramer, David Faber, and me, Carl Kintania, on the opening bell hour of CNBC Squawk on the Street.

Good Tuesday morning, welcome to Squawk on the Street. I'm Carl Kintania with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. are solid and it's all about earnings today as more than a dozen.

SMP is either a firm or raise guidance including GE, GM, Lockheed, Spotify, Raytheon, UPS,

Danaher, oil below 81 doesn't hurt. A roadmap begins with an earnings ramp up. We mentioned some names, Pepsi as well. All crossing the table. We'll dig into the numbers. Plus, Tesla is on deck. The shares, by the way, at a 15-month low. Investors, of course, are bracing for what

could be the company's worst results in seven years. And Apple's China concern new data signaling

a 19% tumble in iPhone shipments that's in the country would be, if in fact it is the case,

the worst performance in four years for Apple in China.

Let's begin with earnings as the markets do look to extend. Yesterday's a rebound rally, Jim. There's a lot of big industrials we can go to. Yeah, I mean, look, I know we can focus on Tesla. I want to focus on Mary Barr. Mary Bard had an unbelievable quarter. I mean, and I say, when I say unbelievable, I mean, like, they delivered on everything that she's been talking about.

They only want to make cards. Mary Bard had an unbelievable quarter. I mean, and I say, when I say unbelievable, I mean, like, they delivered on everything that she's been talking about.

They only want to make cars that they make money on, cars and trucks.

They're a very, very good job, and we can talk forever about Elon Musk, because Elon Musk is Fast Canady, and Mary Barra is workmanlike.

But you know what?

Workmanlike is what works when you're doing cars.

And that raised guidance, David, was extraordinary. As was the beat, frankly.

Very good. How is it that the analysts miss it by that much?

Well, is that rhetorical? No, I mean, I don't know. It just feels like that's not something that should be that far off when it comes to. Look, I agree. I mean, I was not modeling GM, but I was expecting her to crush it just as I expected for Ford to crush it because you see, they're ice, all right? They don't have to worry you know jonas okay let's talk

about jonas jonas said what's bad for teslas good for for ford jim so let's let's

let's give him his due okay well uh it is proving good at least we'll see how the stock opens

but right now is looking is up almost as much as five percent again on the numbers and you

pointed out yesterday the buyback which is not insignificant and for it better, the buyback, which is not insignificant.

And Ford better do a buyback because she, Ford is just languishing with all this Bill Ford

pays dividend.

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