>> unbreak my heart. they're going to play it louder and louder. >> twtr will get it for you. >> i'm melissa lee. see you back here tomorrow at 5:00. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's 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 to cramerica, and of course welcome to cramerica's west coast outmepost at cnbc station. call me at 1-800-743-cnbc or

tweet me @jimcramer. on a sedate day where the s&p fell 1.7%. but the nasdaq screams still higher to a new all-time high climbing 0.73%. the fanning names, facebook, amazon, netflix and google are on fire. these stocks won't quit. it almost feels like there's a surge of money coming into the group, yet there isn't an etf that is part of fanning and the fanning acronym is just something i coined years ago, when it felt like these were the only stocks that went higher in a bear market. apple has the same clip in its step as the owningers. aapl. how do i feel about this run? honestly i can't say i'm too

fond of facebook going up last wednesday. yet the stock gets hammered anyway. some of that is very simple to understand. the ceo is always justify front about spending, he spends to win. there's never a sense in the call that investors come first. of course we know that zuckerberg's philosophy is not so much different than apple's view, you have the best quality, the best users view, and people will stay with you. when you ponder how much facebook stock moves up per quarter, you would think there would be much more reluctance to sell on the news, i'm also

leer -- when brokers get those orders, they tend to tip their hand. then you get to cascade, the cascade where the stocks get dinged over the short-term, and then given how much it's run, i wouldn't be surprised if you get a better buying opportunity than you'll get tomorrow morning. that's been the case the last two times facebook reported and i'm mindful of that. but with the sellers subsided, you have to buy with both hands, you know i love amazon's quarter when they reported last week, but if you recall, they were selling all afternoon and into a very big morning. it was almost as if they knew something negative that was going to come out this weekend, but nothing happened. and amazon zoomed. the company couldn't hide it's amazing profitability. so you see, it's a great sign

about the profitability because amazon is expanding like mad, it's hard to figure if the stock is expensive, because it doesn't trade on those earnings, however i like the idea that the future still belongs to am zocazon and to wall street analysts. they don't care about content, and yet content is exactly what's driving the worldwide signups. sometimes i get the sense that netflix has a particular attitude. on almost every conference call there's endless comments about competition and how netflix could be slammed as of it. and every quarter the ceo remains patient and understanding. but his more than merrier attitude about comcast's plans or amazon's film making, always leaves them wondering. in time when asked about what

netflix' principle competition was, an extremely kpas -- the idea that the only limiting factor for growth is how much people sleep. i think netflix really held on bragging right about all of its initiatives. the stock could still be moving up based on that chinese partnership that came about unexpectedly. again, assuming the magical posture of underpromising and overdelivering, or upod, but the some hasn't stopped delivering. apple reports tomorrow. and there's a sense that netflix is $67 billion market cap is still bite sized compared to apple's $250 million cash order. apple's had ample time to consider buying netflix to

augment it's service revenue stream, the key to having investors pay up for a hard working business model that's always viewed as skeptical by the skeptics. apple hasn't made a move on netflix, why the heck do people think it's just a matter of time. if they didn't buy netflix at 20 billion, they're not going to buy it north or 60 billion. there's rumors that walt disney is going to buy netflix. even thoel the ceo has down a remarkable job. last week's noisy layoffs at espn solidified the chatter. again, i think what's the point of this?

i hear people thinking about espn as a traditional offering and wall street seems to have moved on from their focus of subscription. the customers will rebel over the size of their cable bill, that's a theoretical construct, but that probably makes some sense, i bet auger will leave well enough alone, and the on only thing that keeps me from putting a dagger into this rumor, you would think that alphabet could take a breather after that staggering run from 8.95 t$8.95 to $9.25 but it tur the stock didn't get the rise it could have. the service cloud has emerged as viable supporters. maybe if the bell had rung later. to me alphabet's quarter was a

food for thought experience, where your assumptions about google being an advertising supported company, and therefore bounded by the 6$600 billion ad market were totally challenged and the company finally got more credit for being an online store, a carrier of a billion hours of programming a day, an autonomous car leader and a true rival to amazon's winning services. they do have a buy back, they're not in there. finally there's the stretch of fanning, apple, where the buzz is how can you not be in the stock ahead of the iphone 8 supercycle. and the potential deployment of 2$250 billion cash treasure

chest. people will pay to be part of the apple club with incredible privileges, and i would be willing to pay a lot more for the apple club. any sign that the service revenue stream has the potential to be a fortune 50 company instead of a fortune 100 company, putting it above the $28 billion level that is the fortune 100, that would cause the stock to run after the earnings break, even after this monster move. here's the bottom line, fanning's back, by this time it's fang. and the story is anything put. all right, let's take some calls, we're going to start with matt in my old home state of pennsylvania where i was this weekend. matt? >> caller: boo-yah jim. do you see a positive investment scenario in the next future for

ibm? >> i was doing some work on how 3m bounced back, how so many companies have bounced back after, travellers bounced back, ibm has not bounced back, it keeps going lower, that to me is a suboptimal sign, i did think it would hold around these levels, it didn't. it still seems to be going lower, it represents value, but it means more than value when it comes to tech. look at all the other horses that are going. you don't want to be left out of the race. i'm going to adam in illinois. >> caller: boo-yah, my question is about oclaro. >> you're rolling the dice when you go into optics. i should be an american tower, or i should be in xilinx, i

should be in fiber because fiber has proved to be emfemoral. let's go to able. >> caller: a southern california boo-yah, bro, from down the gold coast. >> what's up? >> caller: jim, my stock reached a two-week high, since then it has struggled in the low 40s, where do you think the stock is going. >> able this one feels like cane, slewing any portfolios, because of technology chair ish. i'm not going to leave it at 2.4% yield, but it didn't have any momentum. faan zbr f

faang is back. on mad tonight, we're defining the future. technology seems to be changing everything, including how you get your dinner. grubhub rose more than 20% last week. i'll turn you on to the larger trend next. plus from salve's presidio, to meeting with the president of the united states, ceo mark benioff, thinking big and a whole lot more. i'll give you the scoop when mad money from cnbc 1 market returns. so stay with cramer.

take it from me, the owner of bar san miguel in new york.

it's a dead weight loose, you can't even get a guest to buy a corona while she waits for her food to go. as he said, that's how they get you. while i hated that policy, the fact is from my ownership of the tavern it's right. what do we make of that amazing 40% year over year revenue growth from that company called grubhub last week, what do we think about thes -- producing 20% a share in profit, which is up 78% versus last year? why aren't people talking about this? i think it's a sign of a huge cultural sea change. dominos last week with more than 10% same store sales growth, because they bring the pizza to you.

ever since grubhub became public, it's had it's share of both promoters who thought it's business model would have an easy time going from city to city. in other words it's been a raem battle ground. currently 20% of grubhub's stock has been sold short, even as it soared from $17 back in $2016, to $37 today. it has 50,000 restaurants, restaurants want to pay a high commission rate in exchange for our platform. big time restaurant chains, many of which are sacrificing the best growth margin items at the altar of customer convenience and a change of life.

tgif, chiles, that is a giant admission that these chains aren't going to be able to get as many people in the seats anymore. buying beer for too much money, versus what you can buy it for at the supermarket. and yes, selling more is the secret behind the success of so many chain restaurants. if you we as the embattled ceo sally smith pointed out on the call, and i quote, delivery is a progressive opportunity for wild wings since more consumers are eating at home. the idea of going out to watch a game with wings and beer and

going out and buying it at the supermarket is losing its allure, there will always be the people who want the experience of going out. whether it's student debt or lower wages, or you want to multitask, check out facebook snap or twitter, while watching the game, or maybe all those, the change is accelerating, not arresting itself. i can only imagine that with voice activated devices like alexa, they're always going to be looked at askance. the analysts were unrelenting got competition and seasonal weakness, more important, it's still a sign of the times. all these companies trying to be at the top of grubhub's list, well, it's going to be terrific for grubhub's bottom line, but it's also an admission that the older more lucrative bar model may have seen its high tide and

then some, that's going to shake french the big chains, to the small and medium sized business s that would never have opened if they knew they could not depend on the beer tap and mixed drinks to make their quarters. let's say boo-yah to robert in texas. >> caller: congratulations on your 250,000 attendees to hear you speak. i want you to sing me a song about stock groupon, buy, sell or hold? >> fly, groupon, fly. i think groupon is a valuable stock, incredible. i know it spiked from quarter to quarter and then come back down. i want to be a buyer from it, if you're from houston or dallas, i think you got a good one, i think people are junkunderestimg

the stock. >> caller: my number but holding, baidu holding, maeb made a deal with netflix. >> the only stock in china that i'm recommending is allibabalibd i'm not recommending baidu. grubh grubhub's win is bad news for many restaurants, doesn't mean you want to buy grubhub. much more "mad money" and invest in america, and what would that be without sales force, the one and only mark benioff, i'm

getting t getting the scoop of the conversation. i'm give you my tech on the newly minted tech play. so stick with cramer. ready or not, here i come.ek.) ♪

anyone can dream. making it a reality is the hard part. northrop grumman command and control systems always let you see the complete picture. and we're looking for a few dreamers to join us.

if you're going to come out to san francisco to talk about the impact of technology, you need to talk to a person who founded a technology that affects every single tech trend.

i'm talking about mark bennioff, we usually speak with mark right after sales force reports. but right now is the quiet period, which means that mark can't address specific issues about hi company. his vision has become gospel for many. and his visions resonate far beyo beyond. since i saw you last, you met with the president, i would like to know what your message was and i would like know what the message he gave you was? >> of course i had the opportunity to go visit the white house and i'm very interested in workforce development. i really think we have to be ready to develop a new workforce in our country, get ready to build millions of new jobs, so i brought him an idea which was a 5 million apprenticeship moon shot. the idea is that companies like

ours and companies all over the country can bring in apprentices and use them to retrain this incredible new workforce that we so badly need in our country. he said let's do $5 million. >> he was on the apprentice and that's something that he was very excited about. >> one of the reasons germany and also switzer land have such low unemployment rates, is this apprenticeship program. we do that ourselveses in germany. so you can see that companies can have a tremendous role in developing the workforce. >> do you need gigantic gross domestic product growth in order to get that to 5 million number? >> we're working on that kind of gdp growth as well. we're trying to create millions of new jobs because so many of those new jobs, in fact two out

of the top 10 jobs in the united states that is the best paying jobs are sales forced a minute straiters and sales for developers. so we're trying to create a sales force gdp and that means millions of new jobs. >> this kind of defines -- for every one person who understands what you're about to tell me, there's five who say that technology just wooiipes out jo. >> we built this incredible new service called trailhead, you can see it at trailhead.com. and you're interested in a new job, you want to build new skills, you want to have one of the top paying jobs in the country, you go to trailhead, you get trained on sales force, we build a one-on-one relationship with you, we make sure you have those skills, we certify you, badge you and

introduce you to employers. >> i know that the president, gary cohn i know for a long time. he's deeply concerned that technology could hurt jobs, i want to know how common place the stories are. >> the technology is getting lower cost and easier to use, that's true with our company, we're rolling this product into so many companies, hundreds of thousands of companies all over the world, how do we bring in all the jobs behind it. if there are sales force administrators, and sales for developer, there's going to be the systems and systems integrators, but what you want is all these great entrepreneurs, and all those factory worker, and he retrained himself using the technology. and i just heard about this great story of a minister in australia did the same thing, was tired of being a minister,

wanted a different job, trained himself on trailhead and is now with one of our customers. and this idea that we can take hundreds of thousands, which we have done so far and scale it to millions. this is really critical, because sales force is a platform, that means you can build and create and extend and grow and do all these incredible things. >> speaking of sales force, when i came in from the airport, suddenly i see a building that stands head and shoulders above all the others, it's the sales force building. >> when i was growing up here in san francisco, fourth generation san francis san franciscoian. now that i'm talking to kids that are my age, they're all talking to me about sales force tower, it's kind of expiring, of

course it's the tallest building in san francisco, it will be 62 floors, very exciting, hopefully we're going to get you up there. >> do you worry about u verse at all when you're the tallest. >> when they first brought me the tower idea, which was maybe about six or seven years ago, it was going to be another 20 stories and when i saw it, i was like, i can't do that. i can't do that. then they redesigned out, reengineered it, brought it back, and it wasn't quite as tall as it was. >> this is artificial intelligence, it happened with another company, seen some robots and one of them that was with me, actually figured out that coffee could be too hot for the person who's drinking it. we didn't program it like that, i said, that's not possible. because is it thinking faster

than we are? he said we didn't expect it, but yes, when i hear that, what's our role, if they can think, what do we do as people. >> artificial intelligence is a technology, machine intel lens is part of it. machine learning is part of it. you're right, it's advancing at report levels. the reality is, i think it's important for everyone to understand what's happening. we have all seen the terminator movie. every salesperson wants to be a salesperson that's guided and advanced to the right customer and the right product. every marketer wants to build a one-on-one relationship with their customer. the reality is that right now, where the technology is, it's

going to make sure that you get a much better answer and make you a much better person. even when you look at the medical industry, it's going to help radiologists, become better radiologists. but just coming back for a second workforce development. this is one of the reasons why i had do go to the white house to participate in the workforce development panel. because we have job retraining in place, and let's great new jobs using apprenticeship. >> a lot of people felt during the first 100 days, it would be some sort of war against technology that the president would come after. you told me to be open minded and told me maybe we can get both for everyone. it seems like there's a reachout by the president to technology technologists and people like

are you breaking it. >> my values don't change, who i am, i'm going to be the same person, i'm going to give the same ideas, which is to make sure that we have business as a platform for change, let's continue to keep our focus on public schools, nothing is important, certainly during those times of artificial intelligence. our k-12 schools, this is going to be critical that we are constantly training and retraining and keeping these next level technical jobs. >> the chairman and ceo of sales force, "mad money" is back after the break. ♪

♪ ♪ i'm dr. kelsey mcneely and some day you might be calling me an energy farmer. ♪ energy lives here.

while we're out here in silicon valley, it's worthying about some of the red hot tech stock that came around just last month. they started trading at $11 and went up to $13.41. that's a fabulous percentage

move. and it begs the question, could yext be worth owning here? or is it an ipo that's really strong out of the gate and nen crushes its investors a few months later. even when a stock is on fire, you need to be really careful when you're investing in new companies in this environment. yext is exactly the kind of company that makes me leery, makes me skeptical. what exactly does yext, the new york based company has a cloud based platform that helps businesses manage their important information, like their phone numbers, hours they're open and then that -- apple maps, cortana, facebook,

instagram, siri. yext gives it's customers one easy to use dashboard. every restaurant wants their address, phone number and menu details on yelp. and yext makes it happen and makes sure it's all accurate. doctors need to know what kind of insurers they accept, they're in there. yext makings sure that your people, places and products get synced up with all of these platforms that we use. these days the vast majority of digital knowledge, the kind of stuff that comes up when you ask google a quick question, mostly comes from third party aggregators, and sometimes just plain wrong. that's why yext got into this

business, to help people gather important facts about themselves. yext also helps businesses designlandesi design landing pages. unlike a lot of other cloud based software plays, what yext does is -- who has. looked up a store on yelp. if you're running a business and you want to make sure your companies see the right stuff. yext will give it to you, they will sync you up with 100 other platforms. they got a global footprint, their cloud based platform is relatively cheap and signing up for them is likely to boost your store's traffic, good return on investment. however, let's not get two caught up in the idea that this is somehow new technology.

yext likings to toss around words like knowledge engine, sounding like a supersophisticated play on ai, or art initial intelligence. but it really just asks businesses for the kind of information that you post in the phone book. while the stock may be holt since it became public, the product is not what you call sexy, not revolutionary, or even moderately disruptive. on the other hand yext is growing like a weed. the company produced a growth in its first year. at the same time yext's gross margin after the costs of good sold has been rising. that's also great. but yext, it's still losing money. in fact they lost a lot more in fiscal year 2016 than in 2015.

plus customers tend to use yext more the longer they have signed up for it. to it's sticking. you start paying up for the reviews platform. meanwhile they have a tremendous opportunity to expand outside the use. you know how hard that is, but they have the opportunity. honestly, i'm not sold, to me, yext seems like exactly the kind of faen that could be in real trouble if anyone really got serious about competing with them. we know there's other companies that are working on similar products, and i think that could be just the tip of the iceberg, suppose i'm wrong and this turnings out to be a success story, what's to stop a company with deep pockets, like a google, amazon or alexa from coming in and taking it all away from them.

in fact i would. be surprised if google already knows this information already. if they want this business, i think they can make a grab for it and it would probably cost them a lot less than outright acquiring the new stock that is yext. right now we're being flooded with all the new ipos, but you need to be able to tell the good stories apart from the higher risk stockings. i think yext falls into the latter. these things tend to unravel when a bigger player decides they want to own it. "the lightning round" is just ahead. stay with cramer.

fly, eagles, fly. on the road to victory. fly, eagles fly, score a

touchdown 1-2-3. >> i want to thank the eagles organization for one of the greatest days of my life. reporting a fourth round pick. go, birds. it's time for our west coast edition of "the lightning round." [ buzzer ] and then "the lightning round" is over. are you ready skee-daddy? we start with margo in california. margo. >> caller: oh, hi, jim, i love your show and thank you for being there for us investors through both the highs and the lows. >> that's the way to play it. how can i help? >> caller: here's my question, i bought alaska airlines stock after watching the show where you outlined, this was a few months ago, where you outlined why it was a great stock to own, and so i'm confused, since then it's dropped over 15% in value,

more than other airlines in this quarter, the recent earnings report disappointed investors. so with its recent merger with virgin air, it looks like it would be a profitable venture. >> margo, stick with it. but american air brought a lot of them down, i think you stick with this, alaska air and southwest are the two best, i think this is a terrific company, it's selling at two times earnings. how about charles in massachusetts, charles? >> caller: hello, jim cramer. >> charles, how are you? >> caller: been well, my stock is brooks automation. >> i like it. i like it, i like it. i think it's on fire, it's a good one. cody in wisconsin. cody? >> caller: yeah, just wondering about amgen, whether or not i should hold. >> it's got a good dividend, it's got a lot of money

overseas. i'll look back over it. adam in kentucky. >> caller: i want to know what you think of mitik systems. >> i'm going to steer you towards hpe. and ladies and gentlemen, the conclusion of "the lightning round". [pony neighing] what? hey gary. oh. what's with the dog-sized horse? i'm crazy stressed trying to figure out this complex trade so i brought in my comfort pony, warren, to help me deal. isn't that right warren? well, you could get support from thinkorswim's in-app chat. it lets you chat and share your screen directly with a live person right from the app, so you don't need a comfort pony. oh, so what about my motivational meerkat? in-app chat on thinkorswim.

only at td ameritrade.

out of this hack attack that has hollywood on edge. >> from the elections to entertainment. is nothing safe? as more activity is sent to the cloud, on the company's securing the data set up for investment? >> what are you supposed to make of fort net? that's the high quality security pl plays. for those of you who don't know, fortnet is an end to end cyber security provider. they're a one-stop shop for protection. customers can buy just one thing rather than having to cobble together a system from several different providers.

instead of rallying, the stock actually got hurt a little bit. i'm frankly down to confusing. i think it's pretty simple. fortnet had run during the quarter. when a stock is up that much, it's very difficult for it to keep rallying, even in the wake of a good quarter. can the stock resume it's climb? the ceo of fortnet joins me. one thing that i know our customers -- our viewers know is that customers are all afraid. i do find that you have 300 ,000 customers, that the customers still haven't really caught on. they're afraid, there's still companies that haven't invested yet. >> the hacks continue, the criminals stay out there and there needs to be more spending, the cyber criminals are spending plenty of money. it's interesting, most businesses think they're competing with other businesses, but in cyber crime, you're competing with other countries,

we're competing with people in a garage somewhere and they're spending a lot of money and there's a lot of up side for them. and the idea is that companies and governments and people really need to think architecturally about how they protect themselves and, get a lot of training and keep themselves up to date. >> you talk about new kinds of threats, your company really has a catalog. what's the latest? >> the latest in terms of threats? >> yes. >> it's interesting, we work with nato, we work with interpol, we stopped a couple of threats that i can mention and i can mention one that came over the weekend that's actually quite interesting. with interpol we actually stopped a cyber crime organization in, and there's another one that we worked with interpol on in southeast asia, an they had two servers out there infecting governments.

automated driving malware, and we helped prevent that. and over the weekend a local streaming company had their new season of a popular series start, so ransom ware i think is the one that's really the top of mind. >> that's people, too, there's people, not just enterprises, but people they're targeting. >> they're building profiles on us, they want to get your financial data, they want to get your social security data, maybe they hold it against you, maybe they hold you hostage with it. maybe they monetize it in some way pretending they you're you. >> you talked about the dnc hack, you said if they had just invested a little more money, that wouldn't have happened? >> governments are always on the

top of the list, the thought there is that really governments should continue to spend more. and i believe that president trump's administration is doing that, i think there were some announcements today son technology, i think they're continue to spend. that's a great thing. when they think about next generation architecture, thinking about the fabric, something that goes end to end, and if they want to go into the cloud, we can stretch them into the cloud or something hybrid. that's something that's segmented, where they can segment the data. they can get to one level but they don't get to the finance data and the hr data. >> that's an ecosystem, a lot of companies really have cobbled together. i'm looking at share take, it seems like every year your share goes up. a is the pie getting bigger or are

you taking customer from others? >> we're actually taking share. what i found most impressive about this quarter is our enterprise growth in the united states. we're doing 31% of the united states. our deals over 500 k is an incredible number. >> the hallmark of these customers is they're buying multiple products with more security contempt in them. and the great thing about them is it's the gift that keeps on giving. we have some contempt, we charge a little more and then that renews every year. so it's a great model. >> which sector, which industry is everyone knows isn't spending enough? >> i would have to say all of them really. when i think about where we're doing well, clearly financial services is right at the cutting edge. you know, the top financial

institutions tend to spend a lot of money but they continue to spend, we have a variety of clients, i could mention a variety of clients that are not of building up their data center, but performance is paramount, which creates more opportunities for us to sell servers and more software. >> your stock is oddly the highest soft cyber security business, i thought the quarter was terrific, but this was the only one that was going up so there was some profits taken.

i like to say there's always a bull market everywhere and i promise to help you find it.

okay, let's go. find your awesome with the xfinity x1 voice remote. that's amazing! >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ who believe they've created a better version of something all babies need. ♪ hi, sharks. my name is susie taylor, and this is my husband. hi, sharks. my name is steve taylor. our company is bibbitec, and we're here today seeking $40,000 for a 14% stake in our company.