CNBC's "Fast Money" cover image

Big night of earnings reports: Tesla, Netflix, United, oh my! 7/19/23

CNBC's "Fast Money"

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The CFO's Commentary on Margins Going Higher

Ford F-150 is a huge deal. Investors don't have the patience to wait around for two, three years. They want to know what's going to happen near term. If I'm wrong, and they say expect margins to be flattish for the next year, the stock is going to go down in the near term. So I think right now we have essentially a third of the results. But another important topic that wasn't covered with the panel related to this: What could get it moving?

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