because this thing was oversold. buying it today. i'm melissa lee. thank you for watching. meantime "mad money" with jim cramer begins right now. 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 other people want to make friends. i'm just trying to save you some money. my job is not just to entertain but to educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. if you told me three months ago, three months ago that oil would be trading and ten-year treasury

would be trading at 3%, i would have thought the stock market would be trading town. today oil soared interest rates went higher, and the market, what did it do it cheered dow gaining 182 points s&p advancing .97%, and the nasdaq climbing 1.7% i told you over and over again that a 3% yield on a ten-year is not something to fear. it is something that we should embrace, because it shows you that the economy is doing better if interest rates never went higher and things stayed anemic, we would all be in trouble rates have been low for so long, that a lot of younger portfolio

managers don't understand that by historical standards 3% is low. too many funneleding were readyo dump everything when we breached 3% the first time. it is the level of rates versus the economy, if the economy is weak, and rates go higher, then sure that is plain bad news. at a time when we can't afford inflation. if the economy is strong, then it is natural for rates to go higher, even if there is very little inflation and that is exactly what we have and last week's employment numbers were about as perfect as you can get. we had excellent job growth but not a lot of wage inflations to put it in a way that makes sense, jobs are plentiful, but plenty of people not filling them

many people are not getting raises then today we got a producer price index lower than expected. confirmed that inflation is not as bad the ten-year going to 3% doesn't wreck the market it provides precisely the leadership this stock market is looking for. the banks. you get the best pin action as it is all about growth with no inflation. plenty of candidates for leadership in the stock market for the last few years, leaders were mainly f.a.n.g. facebook, amazon, netflix and google you never hear it copyrighted by "mad money." i may do something about that. anyway, these all went up today as it typically does when the market gets jaded.

in previous markets, f.a.n.g was zero sum one by one, we lost all of theethes leaders earlier this year. then the sfrindustrials and the semis got scald. china is a hugely important market for the conductors and the semiconductors the chinese retaliated without industrials, without tech and without banks, or leaders became the oils. the oils became the best stock around not good that is zero sum with interest rates going higher, time to flip the baton back to the banks.

however, with the 3% barrier breach today, money flew into jpmorgan, bank of america and wells fargo. i think right or wrong, there is a sense of optimism about the united states and china working together about the korean situation. lang pointed out to us, you know, when i talked to people about that, no one believed that lang was right by the way, the industrials benefitted mightily from a wells fargo conference health today. at the same time morgan stanley came out this morning saying enough is enough time to buy the semiconductors they identified microns. best candidate for dramatic

appreciation don't mean a play on worlds that they make g rams and drams the data center is filled. it is filled with d rams and that is micron especially. that morgan stanley call create a situation that was untenable from most money managers they don't want to get run over. after the bell, qualcomm announced a $10 billion stock buyback. plus, it is not just china that is the free traders are worried about and everybody on wall street loves free trade. heard rumbling that the nafta talks are going poorly now, i like this call from mo

morgan stanley and it is the cloud thesis that we talk about. we are going to talk about the ceo etsy, the ceo of zebra technologies to make sure ecommerce gets to you. electronics arts talked about last night's conference call it dominated the disney conference call. it is what is behind walmart $16 billion acquisition of flip card and of course it is the technology behind f.a.n.g which always goes up if there is a fire lit under the cloud let's not forget the cloud kings. remember that one new relic, up

today. sales now, red hat and splunk. when rates go higher, you are going to get downer stocks today they eliminated the home builders strength in oil. plus there are other stocks you need to be wary off. the defense stocks when they are going as strong as they did, i get queasy one more reminder on how wrong it is to jump on a huge opening today. market took its usual nose dive after opening up high. here is the bottom line, the optimism about world trade is what inspires the rally today. i don't know if it can last, never the less it should put to

rest the silly idea that the market has to crash when rates surge higher 3% on the ten-year is supposed to cause a crash instead causes one of the best days we have michael in new york. >> caller: big booyah from salem. my question is from whirlpool. i got an offer to purchase 150 to $170 a share. should i sell at the option price? >> no we decided to get rid of whirlpool. if they can't make it now, with tariffs and all of that stuff, you got to sell, sell, sell. we are saying goodbye. george from florida. >> caller: this is george calling from sunny miami

my question is about dropbox tomorrow they are supposed to announce earnings. and my concern since it is an ipo and generally they need to blow out expectations and earnings, if they don't, are we going to get crushed >> if they don't, you get a chance to buy it this is what we call a secular long-term growth story growth for many years. you want to be in that stock i like that. mark in florida. >> caller: booyah, jim thanks for taking my call today. >> no problem. >> caller: what is your question on pandora media i listen to pandora media all the time at work, on the phone and on my way home i own shares with it and last year came out with higher earnings than expected. is this a buy, a sell, or a hold >> spotify is the future

and i would be a, self pandora and a buy of spotify let's go to glen in georgia. >> caller: booyah. >> also the super bowl, go ahead. >> caller: i need help evaluating yesterday's earning report in lgi homes, ticker symbol lgih. had a big earning with net income up. unit cost a little bit and so i am wondering what i am missing. >> you have to blow out the numbers when you are dealing with a home builder and then you have to blow out the forecast. and i felt they didn't necessarily blow out the forecast but more importantly interest rates were up today.

i don't know if it mattered. they all went down tough group to own i always told you it was wrong to care about it on this big up day, let's celebrate the new leadership it is the banks. two of the wealthiest companies on earth are getting whacked i will tell you what on disney -- can the move continue i have got the ceo plus, an today to animation, i am giving you an inside look at etsy >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer, #madtweets send jim an e-mail to madmoney@cnbc.com or give us a

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president jimmy carter famously once said, as you know, there are many things in life that are not fair that wealthy can afford and poor people can't. that is true in life but in the stock market not so clear. in the last 24 hours two of the best companies on earth disney and walmart. disney spending a fortune to build out the technology to build out its services cfo christine mccarthy explained. ongoing vem in the technology platform which is the offering that would be able to monetize that spending is obscuring a

remarkable quarter filled with ex-standing numbers from the theme park and movie business. listen to what ceo told us all of them released in the last s six years. so often you hear companies talk about hit machines between the marvel movies and star wars, they have properties that the people will keep seeing a little more of a serial format comcast has come in to try to break up the fox acquisition which could make disney pay more for the acquisition. the stock got hammered because disney is investing in the future and because of come

co cast and the deal. walmart shells out millions of dollars. flip card is number one in fashion, number two in large appliances and in electronics. the two founders, who happen to have worked at amazon before this threw it to walmart instead. there has to be a great story there. walmart stock is getting whacked because the company is investing in its future which brings me to the twist. in the stock market it is not that rich companies can get away with things that poor companies can't. let me put it another way. if amazon had acquired flip card, i think its stock would have been up big not down 3%

like walmart unlike walmart, no one is holding amazon to a profit standard just a growth standard. netflix and tesla also gets the free pass. spending much more than he can afford right now it's incredible how much of a free pass he gets although like with amazon, i think netflix deserves it. when it comes to getting special treatment, tesla takes the undeserving cake investors keep throwing money at him. even as he repeatedly missed his own target walmart and disney trapped by the four wall sheet canvas measured by growth have no limit to how much they can spend yet the stock market is unfair

it is just not unfair the way you might expect it to be. too bad because walmart and disney are all the richer for these investments. don't tell it to the sellers, they don't wan is it tt to heart their mistake and your buying opportunity. bruce in california. >> caller: hi jim, i am calling about the at&t and time merger what is the outcome for other mergers and what happens to my stock if at&t loses the case >> stock yield 6%. i would not sell it here anyway. the real issue is that the government has a different view from most of us about how much competition there is government is respecting an older methodology and older model. those of us who are afiction naddos see more technology

richard in massachusetts >> caller: beautiful spring day to you and your staff. >> my staff clocks. >> caller: i am calling to inquire in an energy company dk. i purchased it with another refiner a couple of years ago. and dk bought out a lan in february it beat forecasted earnings two days ago increased the continuation of its stock buy back i appreciate your short and long-term thoughts. >> there is a big differential i see dk continuing to make a lot of money i am going to throw in marathon peak to be an excellent company

too. not going away stock market is unfair walmart and disney are getting slammed for investing in the future so you, the home trader can get in my exclusive with etsy the stock is falling is it prime time to buy the company? i got a chance to speak with the ceo it is brooklyn headquarters. and sitting down with the zebra. i have got the exclusive stick with cramer. afss

. >> they crafted a worldwide marketplace to connect consumers with sellers will the can-do culture of etsy

empower enough commerce to keep turning passion into profits >> you know etsy the company but what happened to etsy the stock? just reported by of all accounts a better than expected quarter on top of that, management boosted its full year forecast the stock got hit. and it was down 4.5% we have to wonder if wall street is getting it wrong. i see a company with a strong investment growth. maybe this is what happened when you have a stock that was up 50% alone. now early today we got a chance to speak with josh silverman, the president and ceo of etsy. take a look. josh, very exciting. one year anniversary mother's day coming up

how big can you be >> we think the market for special is huge. in a world where people are buying the same massed produced goods, they do a great job of delivering a commodity of life the more when they want something to feel special, they want to go to some place different. and etsy stands for special. >> when i look for your company, a lot of people count you out. when you own special, that is a different mode, right? >> we think so we have got 1.9 million sellers who make with care beautiful hand crafted items and selling to over 30 million buyers the only ecosystem out there that has an amazing selection. 50 million items made by hand. >> i love the demographic of your sellers, 88% women. and 97% work from home that is an empowerment story.

>> we think it is an important story. as the nature of work changes, its automation changes in the nature of work, creativity can't be automated the opportunity to take your creative power and turn it into a business we think is important. >> one of the things you have done is sharharnessed this small business and matched it with technology it is a virtuous circle. >> it really is. sellers come to etsy because we give them the opportunity not to have a sign post on the internet but to sell their goods. our sellers want to spend their time making and serving customers. don't want to spend their time being business people. they find a full marketplace with over 30 million buyers. our buyers come because they find more than 50 million buyers

made by sellers. it is like lightning in a bottle it gets better as it gets bigger. >> the user experience for i geese as a customer, i find so easy i remember when you wouldn't be able to look up mother's day, now you go to the site and it has a mother's day interface and you figure out very quickly what to get and where it is more curated. >> we have been investing a lot in search and discovery. and it is an interest challenge for etsy because with 50 million items that don't map to a catalog, they are not massed produced we have been using the latest in machine learning to figure out what is the best 30 or 50 items to show for any given search and the acquisition of blackbird that we did almost two years ago now brought us cutting edge world class machine technology. >> you have been able to marry

that with google cloud, but that is going to take a little bit of a transition, how is it going? >> going great we are moving off into our own infrastructure and into the google cloud that is going to give us more speed and cutting edge learning capabilities. >> you have 8%, amazon 15% >> we focus on growing the pie for everybody. gross merchandise sales is the measure of how much goods have been sold or bought on the etsy platform and that has been accelerating for the third quarter. grew by over 20% the more we can grow gross merchandise sales the more everybody wins. >> 20% gain is gigantic, it says to me that there is something going on every county in this country, there are people now who are sellers and a mass adoption of

noncommodity merchandise. >> that is right and it is true in every county in america, we might have one or two where we don't have a seller. it is remarkable it is a movement that is happening across america and across the world. >> we went through the arc of things as we start with the looms that ruined the seam stresses and then you go to commodity and there is a big rebellion that your company is rebellion in merchandise. >> we are allowing people to find a way to create we have a seller named lilly she was working as a seamstress in a big fashion house she started lilly's creations and now she sells her own made to measure fashion line on etsy. she has been able to quit her day job and focus exclusively on

etsy and those kinds of stories that make us get up and work hard every day. >> the search function, the trust and reliability, the relieving of friction, i imagine makes someone, let's say again because of so many people are women or sellers, are able to come up with a business that doesn't require ten other people to get the product to you. >> business of one they work themselves and we make it so easy that with just a couple of a clicks of a button, they can sell their products on etsy. >> if they worked for amazon, it would be harder. >> we are the only marketplace that is exclusive to special our mission is keeping commerce human. a human connection between the buyer and seller often making things specifically or designed

for that particular buyer no other place like it. >> we call amazon the death star, it has wiped out a lot of different companies. and no one is immune but they tried to come into this area, why do you think they were rebuffed. >> if you are going to one place over and over again, to buy all of the commodities in life, when you want something special, you want something that feels different, all about special if you think about the traditional strategic advances of the mass etailors, it is about price, convenience and selection. the way they get advantage is you buy tens of thousands of anything you can buy a thousand of anything, it doesn't belong on etsy a great many items on etsy are made to order.

so you can't warehouse them in advance. in terms of selection, no one else comes close it is not obvious that their advantages transfer directly into our space. >> i think you can feel that when you go to the site. it feels small but it is obviously large, large enough for international to come in j j >> it is about a third of our business and growing more than $1 billion of international sales. and it is growing faster than our u.s. business. brooklyn has been our home since the day it was founded and the diversity in brooklyn, has been a fantastic birthplace. >> thank you, josh silverman, etsy ceo etsy ceo >> thanks.

what's critical thinking like? a costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

i we worked with pg&eof to save energy because wenie. wanted to help the school. they would put these signs on the door to let the teacher know you didn't cut off the light. the teachers, they would call us the energy patrol. so they would be like, here they come, turn off your lights! those three young ladies were teaching the whole school about energy efficiency. we actually saved $50,000. and that's just one school, two semesters, three girls.

together, we're building a better california. i thought after sandy hook, where 20 six and seven year olds were slain, this would never happen again. it has happened more than 200 times in 5 years. dianne feinstein and a new generation are leading the fight to pass a new assault weapons ban. say no to the nra and yes to common-sense gun laws. california values senator dianne feinstein all right. not to toot my own horn, i hope you were listening when i told you to buy zebra technologies. think bar codes, mobile printing, real time locating

systems. that means zebra helps people keep track from inventory to where football players are on the field. if you waited to buy in weakness you are up more than 30% from the lows it has been on fire. yesterday morning they reported a monster 58 earnings. higher than expected revenue, up 13% year after year, double digit. the stock rallied more than 11% in one day and second blowout quarter in the row. let's check in with sandsers gustafsson ceo of zebra technology. last time i saw you was at the

super bowl in minneapolis. >> our technology was tracking all of the players and the football for the field. >> so is there a tracker and actual device on the football and who reads that stuff >> so we have based on the players, we have two sensors on each shoulder pad and the sensor on the football just under the seam of the ball. >> what information does it put out. >> xyz coordinate. all the players, all the referees and the ball and how it moves at the time. >> you do the same thing at large for the economy. one of the things that was great about your conference call was you talked about how we intended to be perceived maybe historically maybe a tactical productivity tool, and now you are more foundational.

explain what it means to be foundational >> historically, our customers tend to use us for productivity enhancement tools. not necessarily discretionary, but in the short-term, more discretionary. if you are a retailer and looking to implement an omni channel strategy, you need to have our type of technologies to give you the capabilities to deliver that. >> and without it what happens >> they couldn't run ecommerce at scale paper and pen, you order online, pick up in store if everybody calls in and you write down and you manually pick it up. you can check it off your list and neatly put a label on the package or the bag for the

consumer. >> now you made the big acquisition. i was worried about debt but you have been rapidly paying down that debt, ready to do another one? >> we have said, first one, we did acquisition. it was a bit over five. >> which concerned me. >> now we are down to 2.8. and set our target to two-2.5. as we get closer to our capital target structure it opens up alternative. continue to pay down debt. and we could also do inorganic acquisition. >> we talked about football, health care is a big vertical. >> it has been the fastest

growing vertical and expect it to be fastest going forward. it starts with the electronic medical health records, think of that as an avatar. it helps to both improve the efficiency of how to run a hospital and the quality of care. >> can you point to specific instances where there have been mistakes before and now there are fewer mistakes which are obviously life-threatening. >> so medical mistakes i guess cost, i think it is the second or third largest cost of death in hospital. so it is surprising. you think simple thing like bedside care making sure the right patient get the right medication, the

right dose by an authorized caregiver, easily solved by our solutions. >> i learn something every time i see you and we learned that the eagles had the right tax that is anders gustafsson. many analyst failed to get on the buy. more "mad money" after the break. >> announcer: coming up, xpo logistic returned 5% over the last five years. after doubles in 2017, more open road ahead >> sending a package from here to there. >> announcer: cramer rides shot gun with the ceo when "mad gun with the ceo when "mad money" returns at ally, we offer low rates on home loans. but if that's not enough, we offer our price match guarantee too.

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>> announcer: lightning round is sponsored by td ameritrade it is time it is time for the lightning round on cramer's "mad money." [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." let's start with michael in

north carolina. >> caller: booyah. i have been a follower and a fan from the very beginning. been a long time holder and seller of op opko. should i add to it or run. >> the stock has been slug and i think it is a mistake. that's why i want them to come on the show and tell us. kathi in texas. >> caller: first time to call and long-term fan. what is your thoughts on thor. >> did have an industry build up assembling some of their best vehicles in indiana. so it has been hurt by both of those, see what happens with the quarter. those are negatives. i need to go to zachary in california. >> caller: cramer, booyah.

question, zend desk. i want to buy, but i don't know, what is your take? >> well, the more i hear about it, the more companies love working with then. and turn that stuff over and for customer support, i like service now, but zendesk could be a cloud princess i am not going to suggest selling them tom in south carolina. >> caller: my stock is box >> i believed in him and i still believe in him and i think the stock goes higher. let's go to r.j. in colorado >> caller: booyah. how are you doing? >> i am doing well, how about you? is. >> i'm wonderful

i would appreciate your thoughts on hain. >> had a bad quarter and i can't be reassuring. i don't know what to say irwin should come on and tell us what the future looks like right now, it is not that good tough, but i said it harry in new york. >> caller: hi. booyah thank you for your expert and invaluable advice. the show is informative and i walk it every day and very entertaining my stock is tailored >> i don't know tailored brands. i have to come back on tailored brands

that alludes me. bill in oregon. >> caller: what is the weakness of constellation. >> it reported a terrible number my travel trust owns it. that is a conclusion of the "lightning round". >> announcer: lightning round is >> announcer: lightning round is sponsored by td ameritrade >> announcer: lightning round is sponsored by td ameritrade who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade.

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ecommerce has become one of the biggest dreyer's of the economy. companies like xpo logistics global provider of transportation logistics has been making a killing. it is so good, my issue with the stock is it rarely gives you any pullbacks. it just doesn't come in. the darn thing is up 15% 2018. let's check in with brad jacobs, the chairman and ceo welcome back to "mad money." good to see you. the company has reported so far this year, there is you and amazon that have just blown away the numbers. and i think they are synergistic because you just teamed up with alexa and google

>> we are proud we grew 11% organically. >> you played a big role in trying to get packages to people everywhere. >> absolutely. and we have amazon as a customer, and we are facilitating their growth. >> one of the things that i thought was interesting is that you introduced, you have reversed logistics 170 million return packages. >> not just packages, telephones, large pieces of equipments. >> how about xpo direct? >> xpo direct is exciting. in the old model, retailers would have a distribution center in the west coast and something in the middle of the country and something on the east coast and take several days or a week to

get the goods to the end customer and inventory costs we opened up our network, opened up 75 facilities across the company. and last mile hubs, and we are sort of renting it out for our customers giving them flexible capacity so the problem we are solving for them is they are now closer to the customer and within 95% of the population >> is that why in the conference call, somebody was saying why don't you partner with ups, and you do. >> we need capacity from our competitors, and we partner with them and that happens all the time. >> a lot of companies this quarter has been saying freight cost, can't you help them. >> yes, and we do. we have 780 warehouse

facilities, we have capacity we have wide amount of capacity all around the globe, 32 countries. >> when i look at europe, you are saying, that you are now, first you have europe and it was not so hot and now you are saying it is tighter than north america, how did that happen? >> the economy over there. it is just how it goes the u.s. is tight capacity as well not as tight capacity as two months ago. >> what happened >> last couple of months got a little less crazy. >> that is a way to keep inflation down. >> it is balancing. >> that is great news. >> europe is even tighter than it was last month which was tighter than it was two months before that. >> i mentioned amazon, you are one of the few companies that the street has been willing to let you invest your conference, most of the conference calls we talked about

invest disney, walmart. but people recognize how much business you have and you are allowed to invest. >> oh, absolutely. and we are investing we are investing in technology and sales and we hired 190 new sales. people in our ltl, last in truck load operation and technology, spending half a billion dollars a year in innovation, in technology. >> what is innovative about sending a package from here to there. >> so many things that are being automated. drones doing inventory in the warehouse. we have drones in our warehouses and do the inventory, and the accuracy is almost 100%. they take a picture of it. it integrates over wi-fi

it is slick. other things that we are doing is we have robots. we call them cobots because they go together with our workers and they do the picking and the packing. >> you came up with this idea and a lot of people are like, are you kidding me it turned out to be the right idea at the right time that is brad jacobs. i think you should continue to buy it "mad money" back after the break.

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i'm jim cramer, and i will see you tomorrow >> welcome to the shark tank, e n 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." ♪ we have to put on our sunscreen. we got to be sun-safe. i'm betsy johnson. i live in prairie village, kansas, with my amazing husband, matt, and my adorable son, andy. do you want to go outside? time for a walk! i was diagnosed with skin cancer at 26. and it was actually one of the scariest things that ever happened to me. i quickly learned that one bad sunburn can really affect people for the rest of their lives. so i decided that i wanted to start a business