two buy kors >> steve wanted one in red but they didn't have it. i like the alibaba and 10 cent. >> new acronym. >> steve has one in red by the way. >> "mad money" with jim cramer 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. a house divided against itself can produce amazing

profits. i know that is not exactly a sentiment. but looking at today's action where the dow surged and the nasdaq soared tells you that investors love gridlock. so coming off the sidelines to buy. but that is not all that is driving this remarkable run. i have been in this business for almost 40 years and i repeatedly notice this pattern and i call it the big bad event theory. when something uncertain is on the horizon, like an election, it paralyzes some investors and causes others to make serious mistake. so often they panic beforehand and then do nothing when they should be buying into the only

creating in the house of pain. and that is exactly what happened again going into this election panic paralysis. of course many steps leading up to the panic and paralysis especially jay powell about the need to keep raising interest rates. must regret that one as well as mike pence the big speech later when he explained that our trade war with china wasn't a war at all. pence's speech read something like ronald reagan would have said about the soviet union. i will tell you something, between powell and pence, it was a one-2 punch. potentially hurting a lot of

industries we then got a lot of high profile earnings misses with plenty of negative commentary about rising interest and strong trade and put it all together and we got last month's epic trade wreck. many people were so plain fearful of any outcome no matter what waiting to invest until after the election that is how the big bad event theory works and that is how it played out on the screen or on that thing underneath it right now. see it it is right about here, isn't it anyway, i think we would have rallied regardless of the results. although gridlock helps us and that this, we wouldn't have to worry about it wasn't just buyers coming into the sidelines there are so

much headlines you also had a considerable short based in other words people betting against what you had to buy let's take health care, i don't know if you saw the stocks, they were up crazy. and here is why. if you believe that the republicans would hold both houses of congress, then you had to assume they would repeal obamacare and getting rid of obamacare would be bad news for the whole health care cohort because let's think about this, it means these companies get less business. that's what happens when millions of people lose their medic medical insurance. but anyone who made that bet had to unwind their short position that is why the health care stock i mentioned rocketed they are the hospitals, remember i told you to buy the hospital, there is the health surers led by united health

how much do we love united health the stock. and centene, dodged a bullet when the democrats took the house. humana's spectacular earnings. abbot labs, dex com, the device, they soared too. a handful of states voted to extend medicaid. let's say you had a sweep. plenty of people shorted the banks. but today they got squeezed after the gop expanded their senate majority and the financials came roaring back there will be no elizabeth warren overboard of the banks. the consequence of a slow down

in the u.s. economy. very little chance that we will get a second tax cut or an infrastructure bill or anything that can give us a boost, the democrats would have to be crazy giving trump any victories going into 2020. so what do you do? you buy the fastest growing companies. do not overthink this people, go with the cloud kings or hey how about this one, amazon, which may have sandbagged with conservative guidance. you know that amazon stock rallied 112 points today wasn't that supposed to be a broken stock i don't know, i mean, usually one is enough. then there is apple, last night we profiled apples for off the charts as the fibonacci queen herself predicted that apple would have a large result when

this week. the average person's price of 209. so makes a lot of sense to buy it do you know that apple stock rallied six points today wasn't that supposed to be a broken stock i have to admit that the white house is a source of fantastic stock opportunity. today trump fired jeff sessions. sessions hated pot more than anything else. this guy hated pot i mean he didn't inhale, he didn't anything. the news of his departure sent canopy growth and the rest of the stock flying i mean, 317 million people in the country, anyone would be better than sessions please, don't over think that. we still need to worry about the fed. but the fed is winning its war

against inflation. oil is in full-blown bear market mode from the meager pin action, some of the colorado producers. mortgage applications are plummeting which tells me totally nuts to have three more rate hikes next year on top of the one that is coming in december come on, guys, get serious the fed is wielcome to tap on te brakes one more time what's going to happen before tightening anymore than that sure the president talked about the possibility of a bipartisan infrastructure bill, but the democrats and the house have any incentives to die him from a win. bottom line, on this remarkable day, now that the big bad event

is in the rearview mirror, we can searurge higher like we did today. jay powell will see reason to recognize that an expansion is a terrible thing to waste. let's start with joe in florida. >> caller: how you doing, professor, you are brilliant i'll tell you that right now. >> you sound like my mommy thank you. >> caller: this is a question about at&t i own at&t as well as millions of people out there. what happens if the department of justice actually wins their case >> not going to happen it is not going to happen. you are fine if you own at&t it is not a great stock to own i like verizon more. but you are fine let's go to josh in compalorado >> caller: thanks for taking my call, me and my dad love

watching your show together. one of our favorite past times to do. your thoughts on a cramer feed that has been hammered it made a nice bounce today, what are your thoughts on splunk. >> i like splunk i think there are a lot of good things happening at splunk and when you look at how tab low was up today i think splunk deserves to be up more than six. these are the stocks appointing cloud king they are back and better than ever profits are being made again at least for now on "mad money" tonight my exclusive with etsy the company crafted an earnings jumping 20% today. hand crafted can they continue

its move talking to their ceo can the investment in angie home services be a home run and does the market forecast call for a chance of clouds? i will tell you if the all important sector compaan be on e comeback stay with cramer >> 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 call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. [ phone rings ] what?!

ready for christmas? no, it's way too early to be annoyed by christmas.

you just need some holiday spirit! that's it! this feud just went mobile. with xfinity xfi you get the best wifi experience at home. and with xfinity mobile, you get the best wireless coverage for your phone. ...you're about to find out! you don't even know where i live... hello! see the grinch in theaters by saying "get grinch tickets" into your xfinity x1 voice remote. a guy just dropped this off. he-he-he-he. each toy is made by one person, from start to finish much they are made by these. they came from up here they came from here and it is not a massed produced toy. when i sit and think about that toy is sitting under that tree, it is something that i made. and it is ready to be opened up

christmas morning. i really do feel like santa clause and that is when it all kind of hits me. i think i was destined to do this. >> and the company behind this has a stock that is destined to go higher. look at etsy go. a fantastic quarter. up more than $9, nearly 24%. at this point, etsy has erased all the losses since the stock peaked we have seen company after company deliver remarkable numbers. etsy is special. they made this move on the strength of the earning. the company delivered an eight cents earning boost. higher than expected sales up

24% year after year revenue with acceleration the total amount of stuff that gets sold. the source of the strength, in june the could rolled out a new fee structure. and the platform is so valuable that consumers seem to notice. can the stock have more upside let's go to josh silverman, the ceo of etsy. hear more about the amazing quarter and its future welcome back to "mad money." congratulations. what i want to talk about first is that advertisement. that is what retail was for some of us growing up individual artisans and then they went out of business. and you are bringing them back. >> it is really about keeping commerce human we are buying commodititized

things turning that creativity into a business and connect with someone in another part of the country or another part of the world and that is special. and we think there is an ever increasing need for that in this world. >> so many metaphors with it works with his hands so therefore not a machine. works with wood. not plastic that goes out into a landfill that is, that's not an actor, that is an actual man. >> an actual person who is also a santa clause and has been since he was young it is amazing. >> it is brilliant it is the heart and soul of your company. now you raise prices but you offer so much more not only no resistance, but accelerated. >> it is about value so we have been focused on delivering more value for our makers etsy is a platform that brings

buyers to sellers. and that is valuable we went from three and a half to 5% excisio 5% commission. 80% of that we are reinvesting into the growth of the platform. >> what is amazing to me is that you were thoughtful about what that buyer might want. and you talked about delivery trying to make it so everybody gets a good deal. >> free shipping is table stakes today. and only about 20% of items has free shipping. half of all the items on etsy, buyers say have shipping prices that are too high. and yet we grew gms at 20% last quarter. we got to fix it. >> people have to know what this is like. for instance, i have a daughter, she is creative. but she says i am making

corrugated small three da frame cabin ornaments for etsy one of the things that is so amazing, somebody is going to find these because of the way you do your website. you don't just go to that, you go to a department store section. >> machine learning is opening up a knew opportunity. 2 million makers and make sense of that for people a lot of people come we have 37 million active buyers and many come just for discovery and that is the right thing for someone out there. and our job is to create that love connection. >> love connection, because it is the holidays, it is by person and i actually, you can comb through it to find the best things and you did that. that was something that you really created a worldwide hand-crafted department store. >> etsy over the past 14 years

with a large team effort has done a great job and one thing i want to f emphasize is the quality and the craftsmanship. people like kringle workshops that make these incredible products and we have done a good job that are available at a good price. you are not having to pay from warehousing. you are buying directly from the person that made it. >> i have to tell you, all of those things that drive my daughter and my daughter feels at home because she says there is a lot of women a lot of women at home doing things that are, you are empowering 50% of the people. >> 2 million sellers, 87% of them are women 90% are businesses of home who

can create a global business from their garage or living room and etsy provides a sense of community for them and that is powerful. >> yes how about a little metaphorical, let's say david and goliath. is it not ironic that we hear amazon may open its headquarters in queens and you are in brooklyn. >> here is what we have going for us we think we have got the best team certainly in tech companies on the eastern seaboard. we think ours is the best and we continue to attract great talent and the reason it is first and foremost, i think our mission is a meaningful and important mission. and that matters second, our technology and third, our culture is really

special. we are a company that has cared about diversity from the beginning. over 50% of executive staff is women. we have a balanced board 32% of our engineers is female so people who care about diversity and inclusion want to coming and work at etsy. so all of that is coming for us. >> in your team, and just because you always make a point of your team, have done remarkable things. >> thanks very much. >> a stock that goes up nine goes up a lot more trust me "mad money" back after the break. (vo) 'twas the night before christmas

and all through the house not a creature was stirring, but everywhere else... there are stores open late for shopping and fun as people seek gifts or even give some. not necessarily wrapped with paper and bows, but gifts of kind deeds, hard work and cold toes. there's magic in the air, on this day, at this time. the world's very much alive at 11:59.

the cloud is back. long live the cloud. during the dark days of october

panic swept the whole market however the worst hit group was the cloud sector we heard myriad calls that this cohort was rolling over. and throwing the cloud stock out as fast as they could. of course the sell off turned out to be very wrong for one important reasons, the fundamentals we got reports of companies that were integral to the cloud and though showed anything but a sell off vital to the maintenance of real time then there is the steward nair numbers put up by tablow data. when he got the company, he came right over here. he put up amazing numbers.

no wonder the stock rallied 15%. he came here and told you it was going to happen. how about twillio. we recently visited the headquarters and they showed us how clients used push technology in the cloud if you ever ordered an uber or lyft, you are using their technology jeff told me how to write code to create a template that i am thinking i might use for the longshoreman, our restaurant in brooklyn we want to use the platform to put special. even an ancient baby boomer like me can do it their businesses is accelerating and that dove tails with what we heard when we talked to mark

benioff, and both had amazing quarters last night an extraordinary interview with eric johnson of the street.com talked about how amazon selected their chips. a dm demand with web services no wonder amazon stock rallied 100 bucks today. from my friend mark chaikin who created the chaikin analytics, he measured the tick which measures the buying and trading opportunities. one session, the tick showed the highest level of concentrated selling in 40 years. chaikin told us it was panic he said it was the momentum funds. i think that opportunity

continues now that we have the evidence we need to prove this business keeps accelerating the cloud rallied like crazy today. and i think they have more room to run let's go to michael in new york. >> caller: hey, jim, thanks for taking my call. >> of course. >> caller: first, a big booyah for a wonderful day out there. second time caller last was back in may first, is it called okta. >> the stock hit 50 at the time. and you were enamered. i called --

>> he seemed terrific. >> caller: he was amazing. and he talked about 5,000 customers. and a new alliance with fox and possibly major league baseball >> i think it was. they are doing a lot of terrific stuff. >> caller: yeah. seemed to have developed a real base here. went up after we spoke and then came down and then in september, it went up like 14 points and then with this whole cloud selloff came down. >> that's where the opportunity comes in todd mckinin was the chief, he wassenior vice president of developments at salesforce and got the blessing of bentiof.

steve in indiana. >> caller: greetings from indianapolis. >> nice. i was there for the super bowl what's up. >> caller: log me in is my stock that i am interested in. they were trading at 130 in february the stock dropped down about 20%. and moved back up to 88 now. i have been impressed with their go to meeting platform sales growth looks good. but return on equity not so good i know you are a big fan of sal salesforce in this space. >> i saw the stock break down and did not do the work that i should have. so i will put that in the homework file and come back with log me in because i don't know what drove it down

okay the panic has subsided and that means these stocks can accelerate don't sweat the home repairs i am eyeing a company that can help you out leaving cdk global and the stocks down on the news of the new quarter and all your calls and rapid fire and tonight's edition of the "lightning round" stay with cramer for your heart... your joints... or your digestion... so why wouldn't you take something for the most important part of you... your brain. with an ingredient originally discovered in jellyfish, prevagen has been shown in clinical trials to improve short-term memory.

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now that everybody is feeling euphoric, i want to circle back to some stocks a company like angie's services, merged with angi's list. angie's list is a crowd sourcer. the company has been putting up terrific results the stock is up 82%

year-to-date we learned that angie's ceo will be stepping down and brandon is going to take the helm the stock fell almost 5% on the news but i think that was an overreaction let's take a closer look at the incoming ceo of angie's home services welcome to "mad money. we loved angie's and thought it was chronically under valued what are you bringing to the party. this is the analog of etsy >> it is a huge space. the home services market is estimated of 100 billion or more and only 10% of it is online so early days of a very large space that is going to be a

seismic shift coming online over the coming decade. home advisor is a brand growing strongly in the last five years. a year ago we combined the two and we have seen tremendous value through that pairing. >> this is not just the united states you have a drithis arriving in europe. >> can you tell me logistically, one part of your operation works closely with walmart, with wayfair. it is a big intimidation for me, and i get frustrated and you guys have answers. >> we were able to acquire a company called handy technology.

and so if you have a piece of furniture that you have purchased that requires assembly, a shower head, we expect to see the channel grow and that is a good growth channel for that. >> literally, i had a major do it yourself center and i said i love to do it myself, but i just need a little help and you can find people? because it is so hard to find people. >> they are able to deliver this service anywhere in the country. you are going to hear more and more about it. we just acquired them two weeks ago. >> it is so good now a lot of people say there is a labor shortage in the country and hard to find craftsman, hard to find people when you look at your site, that is not necessarily true. >> that is what makes a service like ours so useful. we do the heavy lifting for you in terms of finding

professionals that are available to do that job the nation is facing a shortage of these types of providers and in the long-term, that is something that we have to solve. we are early in this space and we have single digit penetration. we are not constrained. >> to want's numbers show thaw are able, obviously growing by leaps and bounds. >> that is right. >> how do you be sure about quality. >> well we do a lot. that is a huge focus of the company. and that is what differentiates us in finding providers on your own. every provider is background checked and screened we check state level licensing and once they are in the network, we have ongoing quality verification where we make sure these are good providers and obviously customer feedback that is coming up in real time an entire ecosystem around making sure we have the highest

quality providers that we can. >> i think you guys can be a lot more vertical than you already are. you know how many small businesses that is vetted by your company but we don't know where to find them. >> i agree and we think that perhaps the brand could overacover any deli serviced in your home. >> want to help, want to do it and don't know how to find a contractor. >> it is a challenge and that is what we are good at. >> great combination that is brandon ridenour "mad money" back after the break.

>> announcer: lightning round is sponsored by td ameritrade it is time it is time for the lightning round on cramer's "mad money." that's where i take your calls rapid fire you tell me the name of the stock. [ 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." starting with barney in oregon. >> caller: booyah from the rose city. >> good numbers, it is straight up i still like it here are the numbers. they were terrific some people didn't like the sales numbers. give me a break. mark in michigan. >> caller: booyah. from the land of sandy beaches and sunsets. my stock is coi. >> it is a black box you don't knowing what is in the thing. i just can't do t daniel in new york. >> caller: booyah. what do you think of bjs

wholesale club. >> it is good. but costco is better even if costco is bigger, been around, you need to go with costco kevin in massachusetts. >> caller: booyah from south boston calling about docusign down to the low 40s. >> we did like the company and we still like the company. it is this group of tech stocks that i think can come back tim in maryland. >> caller: i want to ask you about cs x >> i will see your csx and raise you with union pacific i am a union pacific bull. they are buying back a ton of stock. john in indiana. >> caller: booyah from indianapolis frank writight is a fabulous

coach. ceasar. >> ixnay on ceasar jason from arizona. >> caller: booyah from scottsdale my company is stor. >> this is a hard to understand real estate investment for us. some of these read as houses of pain i am not going to put you in that address it is not right. let's go to pietro in new jersey. >> caller: hey, jim, someone called on this before and you were going to check it out ctso, buy, sell, or hold >> i said i would check it out, my bad

i can't end on that. let me end on a better one i am taking one more i am going to rick in florida. >> caller: hello jim. oh, thank you for taking my call i really appreciate it. >> of course. >> caller: what do you think of cisco at these prices. >> i am telling members. buy, buy, buy. that is the conclusion of the "lightning round". >> announcer: lightning round is sponsored by td ameritrade yeah,. i don't want any trade minimums. yeah, i totally agree, they don't have any of those. i want to know what i'm paying upfront. yes, absolutely. do you just say yes to everything? hm. well i say no to kale. mm. yeah, they say if you blanch it it's better, but that seems like a lot of work. no hidden fees. no platform fees. no trade minimums. and yes, it's all at one low price. td ameritrade.

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this morning we learned that the former ceo of intel who had to step down over the summer for violating the company's anti frat earnization policy. he now has a new job cdk. the company just reported a big shortfall and lowered its full year guidance. they need him. now earlier this week, we had a chance to check in with him and hear about this new role he has running cdk global

now you are going to a company that is less than $10 billion but a huge part of the auto chain. why this company and who you can you reinvent it. it only had 1% growth last year. >> first, cdk is an exciting company. it is the platform that is driving the automotive industry. you and i talked about software of service and data driven it currently services about $5 billion a year. one to two terabytes of data a year it has a great core business but a huge opportunity to grow as we really modernize the automotive industry. >> i recently helped my daughter buy a car and one of the reasons she wanted it after looking it up in the cell phone she said dad, it is just like

you when you bought the car in 1997 they say they are computer savvy, but it is not digitized. >> it is not and currently 90% of people do all of the research on the internet prior to going to the dealership all of the experience that we are used to, an app like experience on the phone just stops. and now, it is paper driven, and driven by many more people, you are handed off and that is an opportunity, the way i look at t an opportunity to bring that same innovation that we see in other commerce areas into the area. >> cdk is a remarkable company it is the top ten dealer groups use them everybody wants things to be easy but there must be internal resistance that makes it so that he are not digitized.

>> change does two things. it takes a vision to do that that is why i am joining the company to help bring the vision of what could be done and it takes usually one or two leaders to lead the pack and show the way that it can be done and that shows a relationship and trust and building that community. so i think that is what we are going to work on over the next year or two. >> and this is a spin off of automatic data it moved very aggressively into the cloud. and how much of this business, because it is really in the cloud right now, how much can be >> it is already really in the cloud. that is one to two terabytes of data a day there is more opportunity. when you take a look at the ex -- extracted into the cloud >> to me, it seemed like the

whole thing is on. what we have to show the dealers, that they are going to make the customer better and be profitable as a result of this. >> applying it not just to buying a car, it can be repairs, ad solutions, all of this can be done as far as i am concerned by push technology. i want it organized so i get it on my thing. i don't want to have to beg to have a car pick me up from the dealership can you end that and there is multiple ways to do that one is to use one of the ride sharing. to take you to and from the dealership and have that be a part of the process. linking you to your car through your phone, through your technology when do take your car in for

repair usually when the light comes on or something doesn't work. and we need to connect and you make you proactive we think we see things going on bring your car in. and here is an uber to bring you back home. >> now i know you as a car guy and i applauded the mobile acquisition at intel and you were telling me in israel, it was all mobile cars it was all on the streets. we are not there. >> we are not there. but i believe that autonomous vehicles are the future. the dealerships are going to need to interact with the autonomous cars. cdk, again, that platform can easily transition into that space as well. >> we loved you at intel and you did a remarkable job

a fantastic stock. i know you had the violation of the policy, but any way you could have stayed there. >> the board and i agreed that this was the right time to retire and this gave me a chance to think of what i want to do next. >> it seemed like a retroactive situation and you did a great job. you know i wanted you to stay. >> intel is set on a great course and it is a great company and i have 100% faith in it. and it was the right time to retire and do something else. >> you could do charity, you could do academics you are an academic. but also, i remember from reddit, you are a gamer. why cdk. why this one

>> i spent time with andy bryant and he made me commit that i wouldn't do anything until september or november. that i needed time to take a look at the opportunities and i looked far and wide and had many opportunities. and it came down to two things one, cdk was uniquely positioned and that was a unique, they have a core business that is great and i believe a huge opportunity to grow. second, automotive industry. i have a passion for the automotive industry. and i wanted to get engaged in the business today and that was a chance to do that. >> one last question i met you at a dinner with elon musk and they have a different model. is that one that could ever a cdk can offer. >> there will be more tesla like models across the world where

companies are out building. >> and cdk can be a part of? >> absolutely be a platform. >> i watched the stock for a long time. and it needs that special growth that you can have. and it is a bigger market than the company sizes right now. brian krzanich the company needs a best and i think brian is going to give it. it is going to happen. "mad money" back after this. of economic activity every year. right before our eyes, aging is unleashing exponential growth... ...in every industry. are you ready? we are. a-a-r-p is teaming up with business leaders and innovators... ...sparking new ideas and real solutions. so, what are you waiting for?

delivering incredible numbers tonight. we still love the cybersecurity. roku confusing car vona, a lot of stuff to cover tonight. i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money. i'm jim cramer, and i will see you tomorrow

>> 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." ♪ and i'm beatrice. and our business is called zoom. the three of us met in college, actually, in our first design class, and it was kind of love at first sight, and we've been together ever since. at school, we came up with an awesome business idea based on high style and impeccable design. people think you have to spend a lot of money to get a good design, but that's so not the case. we figured out a new way to bring style to everyone