>> i like steve's three-day rule. it's been about five days. google sold off a lot. >> danny? >> amazon take profits. [ laughter ] >> guys, thanks for having me again. good fun. "fast money" again tomorrow, "mad money" with jim cramer begins right now. my mission is simple. i'm here to make money. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome. call me at 1-800743-cnbc or tweet me apt jim cramer. we had a pretty decent session until about two clock. when when carl icahn said that

he sold apple! sell, sell, sell! that's the stock he's closely linked with. he is concerned about chinese weakness. those comments tipped the scale the whole day and sent the market plummeting. s&p 500 lost .92. of course, apple got crushed again, losing another 3%. it is in total tech purgatory for the moment. does this kind of action make sense? i totally understand why people would feel nervous that icahn doesn't like apple anymore. he has been such a supporter. it was like a jarring end. you have to decide for yourself whether you like the stock our don't. you have to rely on your own judgment. not carl icahn's when determining whether to love or hate individual koixs it is your money. not his. the question is, i'm sure people thought, why don't i just sell everything? people are panicking left and right. it was a bad day.

i'll tell you. why i'll tell you why you don't sell everything. there are plenty of companies that are delivering on the promises right and left at this moment. and they were blotted out by the icahn sell-off. amazon looked pretty techie during the day. then after the bell this company beats sales estimates by more than $1 billion. it reported a profit almost twice what analysts expected. it is roaring. one thing for certain. this company is a major reason why the rest of retail is weak how about linked in? when this company reported in, like what apple did today. it showed excel rating demand. much better than the last quarter. what a switch! stocks going higher. how about expedia?

it rioted a 9 cent profit. people were looking for a loss. it is starting to see the home acquisition but everyone was so concerned, maybe they sold it. did you sell these because of the ma lives that i jount lined? the stocks were rallied to be swept out by the icahn move. i want to be positive on a day when everybody went negative. it is a stock that should have been upbeat. it is the stock of facebook which i can say was only up less than $8 and would have been up much more if icahn hadn't called in to wattman. you see, facebook shows you exactly what a stock needs to stand like a brick house in this kind of ugly environment that

we've got from two to four. this company gave you everything you want why. don't we pull it apart so you know what a good company is doing here. first the company's revenues, $5.4 billion. that's staggering. 52%. up roughly $150 million. they earned 77 cents per share. when the analysts were looking for 52%. and facebook's advertising revenue jumped an astounding 57%. $5.2 billion. 82% coming from mobile. these numbers, they're almost down right sterile. compared to what's really going on at a company like facebook. in a few short years this company has literally changed our lives. making the sort of impact that most businesses could only dream of. except for maybe amazon. facebook is now 1.09 daily active users. and they spend an average of an hour a day.

a billion people are finding an hour each day to be on a network that didn't exist a dozen years ago. a network. and that's how this company can grow its gross margins. it gets to put in more ads. why? because you put in more contend. facebook has done this on your phone which is the real secret. because your phone is always with you. as charles sandberg pointed out in last night's amazing conference call, consumers have shifted to mobile and businesses need to catch up. we hear from marketers that figuring out mobile is like if i canning out tv in the early days. given where consumers spend their time, it is not if they should market on mobile but how? think about what facebook has done here. it that i have had from a desk top dinosaur to a mobile monster in no time flat and then was able to take advantage of all the things accompanied like the

now down and out apple. at least the stock, not the company, has on its cell phone to create a better experience for viewers and advertiser that can be found on tv. we don't lug television sets around but we're lost without our phones and the picture is often superior tom of tvs. it is a fancy way of saying facebook creates a platform and you destein plaign the platform. customers buy them right then and there. did you ever try to press a button on your tv set? nothing happens. if you touch the glass, nothing happens. perhaps the best part of skaul when sandberg gave a perfect example of how facebook is taking over the world. the reason why we're willing to pay more for its stock. it is called canvas ads. these ads show case products by combining video images and call

to action buttons. press your tv, nothing. press this, stuff comes. how does it work? he explains how lowe's, we all know lowe's, motivated millennials to take on self-help projects. she said it is focussed with canvas ads that lets people see designs and tap to purchase. tap to purchase. how great was it for lowe's? according to sandberg, the ads were so engaging that people sent an average of 6 seconds with them. the reason facebook roared today but wasn't finished roaring is that it is the optimal method for advertisers to connected with with the average but hard to reach millennial demographic and get a dynamic return. especially since this age group uses what they buy to everything else, their phones. facebook is a high definition tv that puts on commercials that

you're interested in watching. you watch the full commercial wrap which almost never happens on television and then you buy what you see. if you give the right ad, they give you $6. all right. $6.70 while you're locking up the demographic that motor matters to your business. knob wonder they're averaging 62%. 49% in europe. the payout for the advertisers is magnificent here and the cost to produce the additional programming facebook needs to attract viewers who are interested in what the advertiser have to say? let me calculate it. nil. plus nobody can do this. only amazon can compete. because it is in sync with what you bought before. unlike facebook you have to pay for it. in other words the facebook stock story is about as unassailable as it gets.

that's why it can roar higher. and why it is not finished. it was blunted by icahn. i think it would have finished higher. facebook and amazon. and pedia and linked in. these are all tech. maybe the stocks. now they're thriving. so before you throw out everything, one smart man is worried about everything. i don't remember these stocks, right? how about these for bottom line. for all the talk about tech, the f and the a of fang look pretty darn good. do you know what i say? two out of four ain't bad. let's go to california. pat? >> caller: thank you for having me. i'm calling from huntington beach, california. a birthday boo-ya. >> i'm liking that mood boo-ya. what's up? kale wanted to ask you about

deutsche bank. a little over year over year. do you know 58%. but the euro dollar has been going stronger since november and deutsche still beat analysts expectations this morning. what are your near term thoughts? >> i was surprised. i was awake when it came out and i said that's interesting. that's not nearly as hobble and bad as i thought. that's not a great reason to own stocks when stocks in this country are selling way below book. but i think it is not going down. i think that's the case. i think the dollar is done going up. to bill in florida. >> caller: i've been watching you since the f and m days when you went on as cramer and burk wits. i've been watching you forever. i used to watch with my wife and they had ads and things, lumber liquidators. i watched and i never bought it on the way up. on the way downey heard about

the sxoots if formaldehyde. in march i said i'll take shot and i bought it. on april 5th, they won the prop 65 lawsuit. my question to you is, buy, sell or hold? >> you know what? home depot was down really badly today and that's best of breed. i want to compare them. if you are lumber liquidators, sell and go buy home depot. take advantage that home depot is down. retail could be strong. facebook has everything we want out of the company. it is an assailable as it can get and that's why it rallied. and it is probably not done because it got blunted by the icahn sell-off. on "mad money," something we're not used to digesting. an earnings miss. the stock took a big hit. then could this mark the end of the troubles plaguing health

care stocks or is it just a start? and tech talk. tonight a voice to amazon's echo as that stock soars after the close. you don't want to miss this one. i suggest you stick with cramer. >> don't miss a second of "mad money." foll follow. or give us a call. there miss something? head to madmoney.cnbc.com. which allergy? eees. bees? eese. trees? eese.

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we have to figure out what's going on at domino's. working higher on the back of consistently excellent results. occasionally it has run into some speed bumps. today it hit a big one. it was regarded as a disappointing quarter senting the stock down nearly 10%. the company earned 89 cents a share when wall street was

looking for 98 cents. meanwhile the same store sales increased by 6.4%. down 810 basis points from last year. international stores climb. it has the best technology in the business so i have to wonder whether we should chock this up to a one-time thing. let's find out. let's talk and find out where the company is headed. >> appreciate continue visitation. >> one of the things i've learned. sometimes you can be the victim of your own success. had you not had such unbelievable numbers last time, i think we've been discussing how you've been able to maintain this level of growth. how much is just the comparison? >> i think that has a lot to do with it. if you look, the last two quarters now. the fourth quarter last year. first quarter of this year. we've actually had 20% plus

two-year comps. we were rolling over a 14 1/2 from a year ago. frankly, 6 1/2 this year is still terrific. i'll take that. great momentum in the business overall. in our international business, it did almost an 8 rolling from the prior year so i feel great about the momentum in the business. >> okay. let's deal with some of the things people say. when a stock goes down, you get these theories. one of my friends from squawk from the street. perhaps there is pressure coming from a more resurgerient pizza hit. how do you feel with that? >> the big story is the big players taking share from the smaller players. and pizza hit had a little better quarter. they were rolling in negative comp from the prior year. but that really isn't it.

at the end of the day, again, i'll take a six plus comp any day. >> but there is something going. on i have to tell you. buffalo wild wings didn't really the number. i-hop, appleby's. some of it seems to be a malaise from going out. did something happen this quarter that made people want to spend less money? >> i don't think so. i think the category is still finding value in qsr. >> certainly when you compare it to casual dining and some of the other options for our customers. so again, i go back to our numbers. i feel very good about the momentum in the business. >> you did talk about labor costs. and it kind of got bogged down.

a lot about new york city. is it that centric? >> we had a little in our corporate stores. remember, we're 97% franchised around the world. so at the end of the day it won't have that big an impact. we did feel a little with the rate going up in new york. that will settle out as we move forward. but no. at the end. day, is that that big a deal? it's not. >> so what happens with your cash position? let's say you think the stock got ahead of itself. you couldn't possibly do as well as last year. do you wait for the stock to come down? the stocks are overreacting. you have a lot of cash that's building. you did refinance. and i'm curious what you're going to do with it. >> we certainly have more than we typically carry and that's really a function of, we did a

refinancing in the fall. we added about 700 million to the balance sheet. we used 600 million of that for an asr that ran through our first quarter. in the meantime we have accumulating cash. it left with us the better part of $200 million at the end of the quarter. we're looking temperature and we'll decide what will general trait best return. it was really more what we were doing. that took up most of the window. we can do the buying and now we'll look at how we'll put the last of the cash back to work. >> i've always thought of you as being the king of delivery. i got three different delivery service that's will bring anything to my house and they all seem respectable. are you running into some competition from these new systems that, with a touch of an

iphone will bring food from places that you didn't think so dominos is not top of the mind when it comes to delivery? >> we'll certainly keep our eye on it. we do it better than anybody. our delivery system is more efficient than anyone else's delivery system but we'll keep watching those players. i think a lot of them are struggling to make money at the marginal basis for those delivery services delivering things. i think oober and lift have done better at moving people but we'll see. it is something we'll keep our eye on. we look at our combination of great food, consistent delivery, doing that efficiently and the ability to give great value to our customers and we think that will continue to be a great combination. >> i have to be consistent in thinking where the holes might be. we have seen mcdonald's be very disrupted. steve brooks has come in and

done a lot of things. i think it is apples and oranges, happen burgers and pizza. is mcdonald's disrupting your beats industry? >> they have taken a little more share and i don't think we're feeling it. but mcdonald's is a big player. mcdonald's starts growing again. there will be a little biof a share effect. at the end of the day. pizza is so not consolidated that there's room to take in the pizza category. it is our job to put up good strong numbers. i feel really good about the momentum in the business. there were some takes from an earnings standpoint but i feel good about the momentum. the same storm comps domestically and be internationally. >> good to have you on. thank you. >> thank you. >> this stock came up, went

down, what can i say? "mad money" is back after the break. coming up, after apple and twitter got knocked, cramer has two more. do they have the right components to rise from the tech rubble? or are they in need of a reboot? don't miss cramer's take. just ahead.

have we seen the high water mark in washington's big pharma? or all things pharma? is the industry going on turn here? is the worst over for the beleaguered group? those were the thoughts that went through my mine. i was walking the ceo mike

pearson issuing a mea culpa in front of congress. when it gets to the point where there are congressional hearings, historically, it is the end point. not the start of a major attack on what the company does. that may be symbolic but it is the perfect jumping off point for what i see in pharmaright now. what else draws me to the conclusion that the big drought that started with drug company being pinatas? first, out of nowhere, consolidation. big time consolidation. like st. jude, one of our favorites being bought by abbott labs. i've long been a fan of st. jude, frequent guest on "mad money," and boy do i like this. i felt that st. jude had the better mousetrap when it comes to the devices. and yes, they like the tax

advantage. remember, the arch rite rival mer merged. something they acknowledged is an unfair advantage. it is time he came on the show. this deal is spectacular for st. jude share holders but i think it will be good for abbott labs. it's crazy. they made an extraordinary hostile bid. a very strong oncology franchise. then another anti-cancer play. i'm seeing $45 billion worth in one day. all deals seem to be dead on arrival.

they are rewarded with higher prices. one more stunner. first, an amazing cancer franchise. what a horse even on an ugly day like today. i've seen much stronger quarters than the one we got this morning. it went higher although it did finish not near as high because of the icahn sell-off. gilead got slammed in after hours trading. i'm calling gilead the outlier. i don't care. it is safe to say it is better off than wits the former ceo mike pearson. i sure didn't appreciate the way left. it is in total disarray. staunching the bleeding the

crucially hearing of the entire group. especially allergen which i think gets locked in. so can they go from a bull market to a raging status like so many others? here's the bottom line. we have an awful lot of signs the drought is over. so my conclusion is yes. i say it is time to buy. specially weakness we saw. for almost every stock because of the icahn sell-off that came out of nowhere. >> caller: thanks for having me. the stock i'm asking about, it successfully met at the end point. the rival was accused of disabilities. they only own 40% of it.

they own 100% plus the gi market is growing 100%. don't you think this stock should be -- >> i don't know. in almost everyone of my books i say when a chief financial officer resigns and we didn't expect it, we have to wait a little bit. i'm in that camp. i'm willing to say that it play, a terrific piece about why it could be approved. that is a different story. i have to find out about that cfo. my book says you have to way. i've done too many, i've seen too many cfos and then wondery went in when others feared to tread. >> caller: from alabama, thanks for your good work. should i wait for a pullback? >> let's go to the one that, let's to go life science. if you really want to do something great and bold.

buy abbott after this merger with st. jude. i hike abbott more and ew more. even though abmd. what a great run. is the worst over for everything pharma? i think that may be the case. much more "mad money" ahead. we've seen some trouble in technology. i'm breaking open the rolling bear market. i got the ceo fresh off earnings. it is the company that made apple pay. you should see that stock today. i'm going to give you a little insight. all your call, rapid fire, tonight's edition of the lightning round. stick with cramer. tomorrow kick off the

trading day with squawk on the street.

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last night i warned you about not getting too worried. there are some real soft spots out there. i say if you want to take the pulse of the industry, the best place to go the abbott. they're a top distributor. the important thing is the company is the number one distributor of electronic components like semiconductors. if anyone has a read on the industry it is these guys. this morning abbott reported a mixed quarter. a company delivering a 3 cent bead off a 98 central basis. down 8.3%. it was well below what wall street was looking for. it shows up on "mad money." that counts for a lot in my book. so let's talk with the ceo.

a better sense of the quarter, welcome back to "mad money." >> thank you. pleasure to be back. >> you talked about it. . right up front as you always are. you saw multiple factors what you are concerned about. some of is it legacy technology. but there was a decline, particularly in asia. i didn't think things were that bad out there. >> yeah, to tell you the truth we don't think things are that bad in asia as well. when it come to the miss on the revenue, it was more on our expectations for the hardware side of the business. it was very much on target for the quarter. we turn to a positive book the bill in that business for the first time in three quarters and we saw at or above parity across all three regions. we did comment on the call that the european strength tens to astound us. it was up for the 12th quarter in a year. 12th quarter in a row.

while the, some of the comments regarding industrial softness were related to asia and the america's region. overall the components business was pretty much as expected. >> you're a vanguard on europe. explain to me this one. maybe our viewers. we all need a little more education. storage was a continuation of the trend that we saw. what is weak about these and what is legacy technology that maybe we shouldn't be worried about a year from now. >> so within our storage portfolio, the latest technology, think of storage sploogss are built entirely out of spinning disks versus what's happening today with hybrid solutions and all solid state decision arrays. there's about 60% that is tied

to this all spinning disk. and we saw a significant decline in that part of the portfolio. in the hybrid arrays, we saw growth. when you have a 60/40 mix, 20%, part up 15, part of it growing in the 30, 40%. it was an overall down for us. so we're watching that closely and looking to align our resources. as the industry goes through this transformation. >> the transformation related to the data center. some guys came downstairs because power is so cheap in different areas. you're saying if i look at i now versus two or three years ago, it looks very different. you still have inventory from the old days? i don't understand why it hasn't refreshed. >> not really from the old days. there used to be discreet building blocks. you would buy storage or networking. today it is all about what we call converged infrastructure.

we highlight this in our area of growth. we think those are the preferred building blocks for the data center of the future that may be part of a private clown, a hybrid cloud. it is all scaleable allowing the total cost of ownership. as opposed to it. >> anything that can flip there next quarter? or is this why you have to take the expense cuts? it may now come back? >> so we absolutely announce someday new expense cuts around where we know the gaps are today. we're not trying 100%. it is a matter of net reduction from the expenses to get in line. keep an eye on that gross margin line. gross margin was up year on year which help offset that.

and then reallocating the resources. not only today. in areas like i've talked. about converged but areas like security and net. looking at analytics. we've stood up for the last six months giving access for our partners to be able to come in and access new models of consumption for platform as a service or software as a service. that's what we're in the business of doing. solution distribution. a lot of people saying this is a tough quarter. facebook, whatever. is it your impression that it is soft around the world? whether it be a personal compute order a cell phone? it is just soft. >> you know, i don't know if it is all hardware. i've highlighted some key areas where there are some winners growing. but overall, it was a general

overall technology sort of tough quarter. a lot of corroboration that some of the older technologies are certainly under pressure as the world moves to a much more virtual and cloud oriented future. >> and that cloud is accelerating. something you kind of, you thought it was going fast it is going even faster than we thought. things are for real. >> absolutely for real. and our internet, if things focus. it starts with our components business. it has access to and helps destein sensors and the connectivity for the. about devices that will get added. then you follow it into the computing. the new profit pools will get created around turning all that information into business results and outcomes for the ecosystem and customers. that's really where the puck is going. >> when that starts kicking in, and your expenses come in, we'll see it come in the way we need.

thank you for coming on. >> appreciate the invitation. >> going to cloud and interneted things. you have to pick what's working and stay away from what's not. qo:é@d8j8j8j

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it is time! are you ready? time for the lightning round. joe in nebraska. joe! >> caller: hey, calor. a big boo-ya to you. >> i'm liking that. what's up? >> caller: i know you've been a big fan of cyber art. i've been in the house of pain sense i bought it in 62. it has been mostly down since the start of july. so in this bull market, i'm wondering if i should stick with it. >> payments processing, pay pal or mastercard. they're all growing fast. right now they're out of favor. that was the stock hurt by the

icahn sell-off. let's go to carl in mississippi. >> caller: a big boo-ya to you. my stock is gh ale. >> yeah. goldman sachs book value price. i think they are a better buy. let's to go barbara in north carolina. >> caller: this is barbara in north carolina. i appreciate you taking my call. i would like to know about value america. >> i'm always so reluctant to recommend tobacco company but my favorite is still philip morris. let's go -- let's go to justin in massachusetts.

>> i'm not sure about the merger. at one point, it was flying high and they just pancaked it. here's something that happened at 2:00. i'm saying southwest is the one. will in florida. will? >> caller: a big sunshine boo-ya from florida. >> i wish i were there. what's happening? >> reporter: wfm. >> we recommend stocks. i think it is fun. it's fine. i have to see it next quarter. i like the transition. >> i'm sorry. red robin burgers. >> i am worried about the burger group. i think there's a burger war going on and it is taking prisoners.

i say stay away. the conclusion of the lightning round! here at tdtd ameritrade, they work hard. wow, that was random. random? no. it's all about understanding patterns. like the mail guy at 3:12pm every day or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. td ameritrade.

today we finally got a pullback in a high quality semiconductor stock. i'm talking about nxp sell conductors. last week it snapped up free

scale in a $12 billion deal. the combined company has become a major player. they're the number one automobile semiconductor. a terrific business getting that cars keep getting more high-tech. and they invented near field communications which among other things is the technology behind apple pay. and behind the emv chips in your credit card. now it is just reported a strong quarter monday night. suddenly higher than expected revenue and the company's gross margin. expanded by $150 basis points year over year. the guidance for the next quarter was robust. it was proceeding smoothly and that's why it ran from 83, just below 89. today they pulled back to 86.

i think that the sell-off had more to do with profit taking stepping from carl icahn's negative tech. so let's think deeper with a very exciting guest. rick is the ceo. hear more about the company. welcome to "mad money." >> good to see you. thanks for having us. >> you dazzled a lot of people and i think you're the number five the semiconductor company in the world but you're the one people haven't heard of. you're probably the most diversified semiconductor company in the world. >> we're certainly one of them. we want to be the leader. we want to be sure that we can provide safety and make driving safer. we just announced radar product earlier this year that takes the shoe box size radar solutions that you have on top of a google car to a module that is a

postage stamp size. >> what does it do for me? >> it puts you in a safety cocoon. what they're talking about putting eight to ten around the car and making you safe. so that it warns you about anything approaching your car. >> which is what we all say we want for our kids. when we go to buy a car for the kid, that is the first thing we think of. so different from the old days. that's you. but at the same time amazon reported a fantastic quarter. you're connected with amazon, too. >> we did. we do the processing for amazon. our platform that we have, it is used in echo and day to day we had an invest or capability. she could ask alexa to order things. it was a true assistant. and we provide the technology to be able to make that work. >> how about secure connected

devices when it comes to your, i don't want to say i-focus. one of the things you've done. you diversified away. when i use a payment for myself. >> when you look at the contact bank cards, this is what's being used in japan. this is just tap and go like apple pay. this is being used in china where they can process more commerce. it allows more processing of commerce to be done sooner and better consumer experience. >> how did you know that you shouldn't just be in one particular kind of technology? >> so our strategy is to be sure we're a leader.

it is really what drives us so now i'm looking at top 20 customers. and i don't really see, i see cell phone but it is far less than auto. the diversification is very clear. there isn't any one industry that could take you down or one customer that could take you down. >> there certainly isn't. and as i am. we're about 40, 41% exposed to automotive. that's because of the leadership position. we're 50% larger and we grew last year about 90 basis points. are you worried about the gross domestic product? or are your businesses growing much faster than the gdp? >> our businesses grow faster than the gdp. so in our business, we think our business can grow in a high mid to high single digit.

one of the things that we have, the diers at this that allows us to have the opportunity to grow no matter what. we have a lot of business in china. one of the things we've conin addition to the bank cards. we're now working on mobile wallets in china and working from the transit side. >> i don't want to pigeon hole too much i don't hear anything that tell me i should be worried about china technology innen. >> no. i think it is certainly not robust. it's not falling off the cliff. it is steady as she goes. a little like the u.s. economic environment. >> i'll take that if you can give me quarters like you just gave me. >> i want everyone to know, this is the stock you circle back to. with the broadest product

portfolio of any semiconductor company that i follow.

tonight, when greed meets vanity. see how a fake nurse and corrupt doctors put patients' lives at risk. don't miss it tonight. 10:00 p.m. eastern and pacific. all right. here's what you may have missed if you decided to bail at 2:00 because the wise man came on and. he was queasy about apple. amazon with a remarkable quarter. more than anyone was looking for expedia. linked in. remember when it brought the whole stock market to a ha? and then facebook. there's always a bull market somewhere. i'm jim cramer. i'll see you tomorrow. when you find something you love,

you can never get enough of it. change the way you experience tv with xfinity x1. >> narrator: in this episode of "american greed"... john and dan sullivan are more than loving brothers. they are partners in business and crime. >> they were good thieves -- big liars and good thieves. >> narrator: under cover of a home-repair business, the sullivans prey on victims based on race and age. >> they had catchphrases to describe who they were targeting. they said, "the blacker, the better. the older, the better." to say how they viewed their targets was odious doesn't even begin to capture how morally bankrupt the sullivans were. >> narrator: for 10 years, they construct a trail of ruin by stealing homes and abandoning projects, until they get nailed. >> i told him that, "i don't know how long it's gonna take, but i will never, ever give up.