>> am zozoom, the ultimate workm home stock will keep zooming in earnings call the put spread. >> that does it for us on option action we'll be back next . my mission is simple, to make you money i'm leer to levhere to level th 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 cray mer ka, just trying to make you some money. my job is not just to entertain, tweet me @jim cramer we waited nearly all day for the president of the united states to take a tough stance on china, figuring there'd be something

extremely -- that would send an already sagging market even lower to the weekend when president trump spoke, he was so mad that the market was able to make a comeback, now ultimately dipping just 18 points the nasdaq surging 1.29% let's understand our idea of measured response is not china's idea of a measured response. i think they're going to see this as a real provocation, and they'll feel compelled to respond, which brings us to the game plan for next week. monday's all about retaliation from china at this point, we all know how this story goes, right it always is tit for tat every time president trump lands a blow, it's met with a counter blow we have to presume china escalates things, if only to show they understand the end game, which seems like containment or isolation except this time maybe we're the ones being contained. for decades we refused to recognize the people's republic of china and our government treated them like an outlaw or

the outlaw that they were. then president nixon in the '50s went to china, started the long process of normalizing relations with the prc it quickly became something a lot more uneven. china has real state involvement in its economy and they've targeted industry after industry here in our country crushing our working people, making us dependent on them in all sorts of critical ways that we don't even know about, and that's why president trump started cracking down on china. i think it made a ton of sense to take a hard line when we had extraordinary low unemployment that was the perfect time to wage a trade war by the end of last year he'd extracted meaningful and necessary concessions that i like then the pandemic struck and fairly or unfairly, the administration blames the chinese government for letting it get out of hand suddenly the white house is back on the warpath, trying to roll back everything. it's a bad time for an escalation of the trade war. i am no fan of the chinese community party with a horrible

human rights track record, a long history of corrupt trade practices, stealing our jobs, taking advantage of us, but i am a fan of america having a strong economy, plentiful job creation, strong stock market. our economy is struggling and any retaliation from china will make it more difficult for us to recover. one problem at a time. we'll get them later when we're stronger, not when we're facing an incredibly serious recession if not an outright depression. that's why i think you need to weight your portfolio towards health care, the consumer package goods place and the technology companies that help other businesses adjust to the post-coronavir post-coronavirus, companies like zoom video, which -- tell me you don't know about that symbol, we all know it right now. right there, boom, we're zooming. out of nowhere, zoom has become a household name it's become a verb, it's become everything 300 million users, client base that seems to grow like wildfire the stock has been a rocket ship, and the ceo is a rock star that said, the expectations

going to the quarter are pretty high, competition from cisco's web x, microsoft and alphabet's always breathing down their neck still, you should think of zoom as a market cap story, not an earnings story with that rapidly growing user base soon to be improved by 5g, i'm betting this company is worth far more. we hear from crowd strike, i expect them to report a mind blowing quarter like the one we got from palo alto from octa and z scale, more on that later in the show these cyber security plays are all part of the work from home trend, and they've had incredible moves so why should crowdstrike be any different? how about the stockpile trade. did the hoarding phase of the pandemic finally come to an end? we're going to find out from campbell's soup on wednesday morning. last quarter was spectacular, the best in years and that only had a couple of weeks of the pandemic, i say the new ceo mark

claus has changed things up with better product, best i've ever seen this company run in my lifetime that's why i think campbell's soup, campbell's pork and beans is a buy, especially with the health crisis morphing into an economic crisis. we hear from another play on thursday, j.m. smucker, for a while smucker's struggled as it digested a new portfolio as a power house branch sure it's a conglomeration of coffee and peanut butter and jams a weak economy is a fantastic backdrop for smucker's stock as way for china's retaliation, we're going to get results from one of the companies i'm worried is in the cross hairs, avgo, this is a semiconductor play that's branched out into software, and it's got a ton of chinese exposure it a's candy operator to withstand headwinds and has a long track record of rewarding its faithful investors including my travel trust which you can

follow the stocks also boost from the powerful dividend. that said, i don't know, the stock's had such a run and we've got this china stuff now, we know that retailers have had some amazing runs off the low. just turn my back for a second here and the one that i think is the most exposed is gap. that went from $5 at bottom, and it doubled to 10 and change earlier this week before pulling back to $9 today this one might seem like a tempting value play, but that would be a mistake look what happened to the people who tried to bottom fish nordstrom. they got their bell rung, covering some dismal numbers last night, stock plummeted 11% today, hard pass the work from home stocks were hot again, and we hear from two more of them on thursday, slack and docusign slack makes it easy to coordinat

coordinate work documents. it competes with microsoft they practically invented this business as for docusign, this is a company that's tailor made for the current moment docusign's software lets you sign official documents remotely, no handshake, no schmoozing boom finally, on friday, we have to deal with one of the most hideous numbers you're ever going to see it's one that i think the people in america will not be able to handle frankly it's the labor department's payroll report for may we all know we've seen gigantic job losses because of the pandemic, but i bet these numbers will come as a shock to investors who still believe we're merely going through a speed bump on the way to a v-shaped recovery. i believe the employment number will throw cold water on the thesis, but not drown it entirely without a second round of stimulus for congress, you need to stick with the safety first trade, the recession stocks,

they crushed it today. with the new trade war with china heating up, you might want to leave a little room to buy more of the recession proof and cost saving technology companies on the way down. let's start with kyle in california, kyle. >> booyah, thanks for taking my call. >> my pleasure. >> caller: vtiq in the market next week with nicola motors. >> that's a blank check company. yeah, he's brilliant i typically don't like to recommend these kinds of things but i want to bet on gersky. let's go to brian in wisconsin brian. >> caller: hi, jim, greetings from greenfield, wisconsin awesome show jim, i had a question for you. i wanted to get your current thoughts on marathon oil symbol

mro. >> you bought at the right time. you bought at the right time, but i cannot recommend marathon. i don't like their balance sheet. i don't like occidental's balance sheet either the only oils i like, i like pioneer, i like eog, and i like chevron, which i used to call chev-ron for no particular reason let's go to stan in texas, stan. >> caller: yeah, hi, jim listen, i want to tell you, i enjoy watching you on "squawk box," too. >> oh, thank you that's a good program. >> it is good. it's fun >> caller: i'm interested in understanding how the insurance industry will be affected by covid and global economic downturn when you mentioned financials, can you clarify if the insurance industry fits in that category >> here's what you have to do, you have to go listen to my interview with evan greenberg who's the ceo of chub where we went into this really, really in depth, and that's i'm sure

available in the archives on cnbc.com. >> we'll tweet it out. >> we'll tweet it out. >> caller: let's go to dan in north carolina dan. >> caller: hey, jim, how are you doing? >> it's a good day in videos, up 15, my dog's doing well. what's going on? >> caller: my question is about bhf or bright house financial. i can't seem to figure out where the value or what's going on with that stock. it's got a, you know, 17.3 billion book value, and it starts trading with a market cap of 2.9 billion there seems to be a huge disconnect there >> yeah, but what does that tell us dan, what does that tell us? we can go over it and over it and over it. my feeling since this one came public, this and everything in its ilk right now is under tremendous pressure. i got stocks with tremendous growth doing fantastic things. why do i need to go into this and find myself into some sort of swamp i'm not a swamp fox.

all right, stick with the safety first trade for now. we like the consumer package goods. let me just, you know, go here this and we like this, okay, those are good, and we also like the health cares and we like the technology stocks that take company's money. that's what you have to do when you're faced with a trade war. on "mad money" tonight, we have z scale, it's closed up nearly 30% today. i talked to the ceo fresh off earnings, top brass, and sales force and costco were greeted with derision, i'm going to tell you why i'm going the other way and marathon partners just announced it's launching a proxy fight with elf beauty. i'm going to sit down with the cosmetics company and find out how it's positioning itself. stay with us kramer. . >> don't miss a second of "mad money" follow @jim cramer, have a question

tweet cramer send jim an email or give us a ssll at 1-800-743-cnbc mi something head to madmoney@cnbc.com. (music) i got an oriole here.

eh. common bird. ooh look! over here!

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from the day i met these guys, i didn't realize how incredible the numbers could be they shot the lights out with far better than expected numbers, the stock surging $22 it wasn't a takeover, it was the earnings, and that's just the latest leg of a much larger rally. we last checked in with management march 19th when zscaler was traded at 52 it's now 98. how are they doing so well let's dig deeply with the cofounder, of zscaler. welcome back to "mad money," and congratulations on just an amazing quarter. >> jim, thank you so much. appreciate the opportunity. >> now, you were on in march things were looking good, but we didn't know exactly unfortunate will you h ly how bad things would get in the country. it seems like zscaler was made for this moment. >> yes, indeed from day one, our vision was any

employee should be able to work from anymore so enabling secure work from anywhere was a natural thing for us, and as our customers started to call us because first in china, and europe, we were prepared it gives us a lot of gratification and satisfaction that we were able to play a big role in keeping the economy going because the economy requires people to be able to work from home >> well, i think -- there isn't a day that goes by that someone discovers that they need you, the defense department just this very morning i didn't think it could get any better and this morning, i know it propelled some of the stock, but that could be a very big contract, correct? >> indeed. so the federal government and u.s. government, we have been working for two-plus years they require some serious certification. we went through certifications that was good for civilian

agencies defense department has far more stringent. biu, which is defense innovate unit of dod essentially gave us initial order and that once validated gives us license to sell to any defense in the u.s we're excited about it, and will be playing a role to protect our country, our national security >> now, it does seem like that this is happening very fast, that we didn't -- that this pandem pandemic, i thought would take about two to three years it's happening in two to three months how is that possible >> that's correct, jim as market moves to 5g, everyone will have to work from home from where they are because you won't need traditional networks and covid made it happen very quickly.

the biggest thing covid has done is accelerated transformation. with that applications all need to be in the cloud that can be accessed on anywhere and we become a natural enabler of that to provide secure and fast access so we're helping customers, when hthey called us and said 300,000 employees need to start working on monday at a day's notice, we were the only company that could do that a big insurance company needed their 30,000 employees to work overnight, our off platform was the one that got them up and running. so very excited about the opportunity and being able to help all these customers our employees have been busy scaling the cloud and handling the customer. >> when i hear those kinds of names, i know in america people don't realize this is just a gigantic company, what it says to me is you may think we're all going to go back to the office

once this thing ends, i listen to you and say you are at your office, and if you can have choice, like my friend, palo alto networks was saying the other day, look, it's going to be choice. it's going to end up being that you're going to be able to say i want to be at home today, and my office is exactly the same as my office at the big central tower, correct? >> that is very true now everyone agrees that -- i think corporate america, the world, the whole world has to get ready for it the infrastructure is still old. it still depends on networks they still depend on legacy security appliances that are holding them back, and what we are helping is help them get to the new world because we reinvented security so you don't have to buy and deploy any of the legacy security software, and that's what's attracting tons of customers to us. we had 500 of the largest

companies who depend upon us for their digital transformation, and it's a great opportunity for us. >> now, was on palo alto where we are close with crowdstrike, zscaler to i wonder is there enough room for everybody? >> it's a big market, but the winners will be companies built for the cloud. crowdstrike was built for the cloud. from day one has been the salesforce of cloud security they invented how you sell to customers. service now, those are the type of companies, they change the way tasks are done we're changing the way security is getting done, and while there's room, i think overall the old technology will wither away over time unless they reinvent i think you and i talked last

time you may be the best company building dvd players, but when it comes to building streaming, blockbuster may be big, but blockbuster couldn't really do but netflix did, so that's the same kind of stuff we are doing. >> you've got the winners. i didn't even get to talk to todd mckinnon. congratulations. when i saw it, i said i need jay on, jay chaudry. thank you so much for being on "mad money." >> thank you very much >> we're back after the break.

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♪ sometimes the numbers are so obviously great you keep paying up and paying up and paying up that's what you're seeing with zscaler. dollar tree, they're doing so well that chasing the stock actually makes sense, and i don't like to chase. but then there are other quarters that are a lot less straightforward. those are the real opportunities. we're always on the hunt for situations where the market makes mistakes and sends stocks down incorrectly because

glooirn that' how you get bargains that's how i feel about zbreernls sales force and costco both were treated we derision. now, i think the sellers just don't get it they don't understand what could happen versus what did happen, and they're certainly not considering what will happen given the track record of these incredibly run companies salesforce is the most opaque. while the headline numbers were excellent, the forecast was genuinely worse than expected with management cutting their full-year guidance creating the dreaded headline it makes sense that salesforce c was down about nine points here's what the sellers are missing. i've been follow thg oing this e for a long time. during a lousy economy in 2008, the company practically invented

the cloud. it was supposed to have a multiyear runway how the heck could they just drop the ball like that? back then the ceo explained that when you have a crisis in the broader economy, you need to show forbearance, take your competitor's head on and convince potential clients they have no choice but to migrate to the cloud immediately to save money. the idea being that a crisis is a terrible thing to waste. if they want to take advantage of the opportunity that is presented to them, they needed to get a little more promotional. that's exactly how things played out, benioff took some of the biggest clients out there, and that's how a $6 stock, where it was when i was disappointed, becomes $175 stock which brings me back to right now. last night i spoke to mark and he made it clear we're in a similar situation. the country's in crisis. there are all sorts of companies trying to find their way through

this difficult period. when that happens, he stops thinking near-term and starts going big game hunting the great recession, consider me convinced. i think today's pullback represents the perfect buying opportunity, and if the stock goes even lower, buy more. how about costco i'm a member you might be a member, 55 million people are members okay, the amazing chief financial officer, he runs without emotion or any kind of flare. it's like dragnet, just the facts man. costco wants to be the company that comes out of this pandemic with the reputation for being the safest, most welcoming store on earth that's why it spent $239 million to protect associates and you, the customer, from covid-19. i think it's worth every penny this is a tremendous investment. costco's mask on policy for everyone in the stores, associates as well as customers along with its 16 foot wide aisles for social distancing, and i think it's become the

place to take share worldwide. even as we reopen on the economy, wouldn't you rather shop in a place where you're less likely to get sick? seems like a no-brainer to me. so costco bites the bullet it pulls out food courts, glasses so they can figure out a better way to make it more safer. suspends free samples. it will bring them back. what should you do, listen, i love an ice cream story as much as the next guy but confusing situations like salesforce and costco often make for the best long-term opportunities. in both cases history tells mu you've got to buy them when they're weak i'm going to tom in new york tom. >> caller: jim, long time first time >> excellent. >> caller: with employees returning to the workplace in the near future and several offices having to open seating plans, companies now have to

purchase new office furniture or panels i purchased knl and was thinking of investing more because of the expected change in the work space. i'm also looking at odp and hni. what do you recommend? >> i like hni. herman miller is fantastic the steelcase is good. i need you to listen to the williams sonoma conference call last night that's the big theme of their company. i need you to consider all those. i know the guys from her man miller best. they are fantastic they're my pick. they do have a hire in business. i like your call, you've done a lot of homework and thank you for calling in let's go to ryan in new york. >> caller: jimmy, chill he's got the will, the way to help his fellow investors get through the day. >> oh, man, tweet me that one, partner. what's going on? >> caller: hey, jimmy, not sure how you maintain the energy to do what you do, but keep it up, brother. i love your show. >> i love it because there are detractors who are trying to

stop me, and that's the best way to play. >> caller: morning noon, and night. >> they inspire me, the people who love me get me going, but the real people who inspire me are the detractors because they've never met any force like this let's go to work. >> caller: my question, jim is in regards to your thoughts on goldman sachs. the stock's been on a steady climb since late march, and then after the news berkshire slashing its positions in goldman, the stock takes off like a rocket ship do you think goldman might be following the cramer covid-19 index and investingaccordingly >> i'm going to have to say no to that. we bought it when buffett was selling. it's not clairvoyance. here's the problem, i don't like the financials, but i do like the jimmy chill references, and i think that little ditty at the top is going to become my theme song when i speak to my executive producer after the

show all right. it's sfimple. salesforce and costco are fabulous long-term opportunities. now, there's much more money, yes, including "mad money" ahead, including my exclusive with e.l.f. koz mecosmetics, ast begins a proxy battle. then it's a company whose plat form supports tens of thousands of websites including the "new york times," not to mention etsy and you may never have heard of it i'm going to reveal the name on a sit down with the ceo. and tonight's edition of the lightning round, so stay with the chill man.

one side effect of the pandemic is that there's been a lot less agitation from activist investors. this year not so much. at least for e.l.f. beauty, the digital focus values cosmetics company that we've had on the show before. earlier this week a smaller activist firm called marathon partners, enough that they're nominating three directors for e.l.f.'s board, it's an eight person board the stock has been a significant long-term laggard. it's been next to nothing since it came public in 2016 but on the other hand in the last year and a half, it's really got its act together. the stock's up nearly 100% since the beginning of 2019. it's been thriving ever since. last year the company reported a fabulous quarter it's because of digital first brand, they're perfectly poised to handle the current

environment. i think they're doing a good job, which is why i want to hear the story. let's check in with the chairman and ceo of e.l.f. beauty get a clear sense of how this company is doing welcome back to "mad money." >> thank you for having me, jim. >> i got to tell you, first of all, it's good to see you, and you look healthy and that means a lot, and your company's doing well, and that's what i'm trying to figure out about what this takeover battle's about because you couldn't do better than e.l.f. is doing and yet, they seem to want three people which then to me would be a payload to owning your company. give me your side of things. they seem to think that you're under performing i think you're doing fine. >> well, thank you i appreciate that, and we do feel great about how the company's doing. i think the last time we sat down together was in 2019, and really this company's been around 16 years, and almost every single one of those years we've had very strong growth

in 2018, our company declined 2%, so i do believe that that 2% was a real wake-up call for us to say how do we get back to our roots and what we're capable of doing. during that time, we basically put together five strategic imperatives we've been executing against ever since i'm proud we've had five consecutive quarters of year on year sales growth. the only brand in the top five that's growing share right now, and as you mentioned our total shareholder return since january of 2019 is great i love the path we're on as a company. >> i know in your conference call you did mention that we saw pretty significant declines in the category that's everybody one of the things that bothered me about the people on the board is that this is a worldwide calami calamity it isn't like something that happened to you. >> well, that's right, and i think, you know, certainly in the first number of weeks of kind we saw the category

contract quite a bit, and western nwe were not immune to that. in the latest data and the last four weeks being mid-may, up 11% in a down category i think it speaks to our fundamental value proposition and digital engagement and ability to execute. >> you are very big and getting even bigger in the world's largest retail ner in walmart. i see you everywhere in target this seems to be a tremendous time of expansion for your company. >> well, it is, and you know, i think our -- we have our top two customers in terms of target and walmart are both doing well. our business with them is really strong in fact, so strong that walmart later is expanding more space on elf as will ulta beauty. we feel really great a lot of that has to do with the strategic imperatives, our partnership with them and our fundamental value equation and how well it's doing. we're the most productive brand target and walmart carry

and we need to keep it that way. >> i was watching a tiktok video of famous people putting on your makeup can you do that again? there was something -- i mean, the number of views, and we're talking about like billions of views. that seemed like quite a creative thing to do >> well, i think it goes back to our roots. we're a digital disrupter. people thought we were crazy 16 years ago to sell cosmetics over the internet for $1 each we're always looking for different ways to engage our consumers. you and i have talked about the selfie generation and millennials, and we appeal really strong ely to then. the gen z generation is a tiktok generation we decided to do something very different. we created our own eye face #challenge creating our own music track, and it has been an incredible viral sensation there's now over 5.4 billion views over 3.5 million videos, and i think it really talks about our ability of really connecting with a generation that loves this brand. >> now, one of the things that's

happening recently is i've had to do a couple of speeches, and i was also at two zoom parties, okay one a sad one, one a happy one, and i do a zoom video with my kids every sunday. okay and what i've discovered, sir, as something from estee lauder told me, which is that you better believe that you need makeup it's not just a selfie general ai ration it's the zoomy generation. are you finding that people realize they don't look as good as they like to. plus, they look at themselves. i don't go on it without makeup. now that's because i'm vain and older, but i don't take my makeup off when i go home if i'm on a zoom. you need makeup for zoom >> well, you definitely need makeup, not only for zoom but for many occasions we have these products that are prestige quality, these incredible values. a great product for kind of the zoom generation. it's something we uniquely do.

it's not only the number one primer in the u.s., it's now the number one face product in the face category in the u.s., and the reason why is our ability to create these products, primer is $8, the next best product to it is a prestige item $52 and not only is it great for when you're on zoom, but we've been getting these great notes from nurses that say while they're afraid of putting their masks on to put makeup, the putty primer saved their face. so our strength and complexion in many of these core categories including skin care is doing great things for our business and more importantly for consumers. >> my wife has it, and we have it in our drawer it's just something that's -- you're pretty prevalent. i don't know what these proxy guys want, but i think you've come through it great, and that's just my view, but one husband of someone who uses it, and i want to thank the chairman and ceo of e.l.f. bu teauty.

congratulations, sir, you're doing everything right in a very tough environment. >> thank you >> i think this is one where you can win either way here's a sneak peek at what my great friend sara eisen has coming up al 7:00 p.m. on cnbc >> tonight at 7:00 p.m., the nation's savings rate hits an all-time high as americans stockpile their cash at what point does that hit the economy? plus, the alabama mayor that's trying to battle a health crisis as his city becomes a hot spot for the virus and three business owners on their troubles, their hopes, and their path forward all tonight at 7:00 p.m. there are times when our need to connect really matters. to keep customers and employees in the know. to keep business moving. comcast business is prepared for times like these.

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okay, give it a try. between wisdom and curiosity, there's a bridge. between ideas and inspiration, trauma and treatment. gained a couple of more pounds. that's good for the babies. between the moments that make us who we are, and keeping them safe, private and secure, there's webex. ♪ ♪ beautiful.

it is time, it's time for the lightning round. and then the lightning round is over are you ready? the lightning round, start with bobby in florida bobby. >> caller: booyah from hot, sunny, and reopening florida, mr. cramer. >> our economy's been shut down too long let's get it rolling what's happening >> caller: htgc, hercules capital, what do you think >> it's like a venture capital we don't really know what they own. if they came on the show, though, we would, and then i'd feel much better about it. how about we go to mark in new york mark. >> caller: cramer, how about a big bronx booyah, my friend? >> okay. >> caller: and a booyah to my

son ryan who turns 11 today. >> happy birthday. >> caller: i picked it up at $6, it's bouncing around between 7 and 8. >> footwear is right in the cross hairs of the whole world we're going to take our -- it's going to be a steve miller situation, take your money and run situation. let's go to richard in virginia. richard. >> caller: hey, jim, first time caller, nine years ago i bought -- >> i love cognex these are companies that actually make things here. they should be celebrated. now i'm going to george in michigan george. >> caller: booyah, jimmy chill, first time caller and want to say thank you for all your help during this, you're doing a great job. i bought this stock at $40 and haven't heard much news about it as more people start to get together, is bud a stock you like >> i actually like constellation

more, got down to a level where you got that constellation with owning a stake in canopy, which got crushed today. i prefer that one. let's go to chris in new jersey. chris. >> caller: booyah, jim >> booyah. >> caller: looking to invest my savings and not spending right now. >> all right, i think coach would like that. i think coach would be in favor of that. >> caller: so i'm looking at neo limited, the chinese electric car manufacturer. >> tesla, no, nio, no, we're not going to do that no it's not right you deserve better than that you should treat yourself better don't do that. you have to buy one share, buy a fraction of a share. let's go to jim in new york. jim. >> caller: booyah, jim, and thanks for taking my call. >> of course >> caller: got a question regardi regarding energy that i bought a

couple of years ago. the stock was relatively stably priced i took my eye off the ball a little bit unfortunately the dividend went up a little bit. i held onto it as the yield increased. so just last month i bought some more for a dollar plus averaging. >> okay. noble's a good company and has really good assets in the end what does it do it's in oil. i mean, if you want to run noble up for a couple more bucks, this used to be one of the best run companies in america it no longer is. i need to go to calvin in kentucky calvin >> caller: booyah professor cramer, how are you doing? >> thank you for giving me tenure, what's going on. >> caller: my question is for frontline, fro. >> listen, this is a trading vehicle. it's a trading vehicle it goes in and out, up and down. those are not my style i'm looking for investments, not

training vehicles. i would rather see you in, if you want oil, very large crude it's chevron that's an investment always welcome on the show, never skimps on the dividend great operator, visionary. ryan in mississippi, ryan. >> caller: booyah, mr. cramer. >> booyah. >> caller: long-time listener, first-time caller. my buddy hunter told me about this awesome show. look, i have a stock that's up 100% in the past month, and before it starts to slowly come back, what do you think about draftkings >> jason robins is a terrific guy, and this draftkings is a representation of sports coming back i am not going to go against this guy i think this guy's got a business model to beat the band. i am with the draftkings rally that's right, i'm with it. and that, ladies and gentlemen, inclusion of the lightning round. >> the lightning round is

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we've heard from tech ceo after tech ceo explain that in the last two months we've seen multiple years worth of digitization as the shelter in place economy pushed nearly all commerce online. it's been phenomenal for the content delivery networks. these are basically software networks that make sure the applications you use run smoothly, whether you're streaming media or playing video games or running mission critical apps for work during the lockdown when

internet traffic surged, this whole industry became more important than ever. we've talked about cloud flare but tonight i got one for you with a red hot stock that you have asked about, and it's called fastly. their platform supports tens of thousands of websites including stripe, shopify, pinterest, vimeo, the "new york times," slack among others how good is this business? the company delivered a gigantic sales and earnings beat and management substantially raised their full-year forecast who else has done that that's a big reason for the stock now being 115% for the year, and it's quadrupled from the bottom for late march. with the economy reopening, can this thing maintain its momentum let's take a closer look at joshua bixby, the ceo of fastly. mr. bixby, welcome to "mad money. >> thank you, sir, long-time listener, first-time caller, it's a pleasure. >> joshua, thank you so much

you know that means a great deal to us. your company, we've been asked about it, the growth of yours extraordinary, even more important the quality of your customers, they demand excellence, all of them depend on it, and they go to fastly how come >> we're humbled by our customers, jim, and you know, between us it's an honor to serve them you know, i think that you hit on it earlier. we are compressing this digital transformation period now. it's not like digital transformation hasn't been part of our lives for a long time i think the key to understanding this relationship is that innovators are going through this process and this process is we have to transform ourselves, and what that means is first instrumenting what's happening on the web, and then experimenting, and really, what's hamppening, you've seen this transformation. it's not just us, we're seeing it with twilio, with slack, is that developers are being empowered as the new

decision-makers in organizations because they're the ones who are building differentiation, and so we are very honored to stand behind the best of the web and to, as you said, secure and deliver that the reason that we're able to do that is because we built a platform built by developers for developers so at the moment that inspiration strikes in the examples like you talked about about the "new york times," they are able to come onto our platform, sign up with no friction, start using the product, and the product allows them to bring their code, the code that they write to our edges in order to deliver the best and the most secure performance. it's really about developers and innovators, and i think this trend is not -- you know, we're not just seeing it with us we're seeing it across the market >> so i actually use every single one of your customers i use. how would i know that it's a fastly platform versus anybody else sn else >> there are technical tools

that will allow you to see that. we really stand behind what they do and make their experience fast i guess i would tell you if the experience is fast and you find that even on busy times these sites are performing, if they're innovators, there's a real good chance they're on our platforms, and i think what we're seeing right now in this very strange, very difficult time is that organizations that haven't been digital transformation first, they're looking up at the leaders, and between you and me, what they're finding is those leaders are us, and that's a special moment for us, and i think, as you said, leading to some success in what is a really challenging time for us in our communities. >> now, what's it like to have come in in february right before what's it like you landed this ceo job, and literally, what, in three weeks the world changed. >> yeah, i -- you know, one of the really advantageous parts of my role is for the last seven years, i've been building fastly along with fastly's founder and

the executive team, so i've been in the room where it's happened for a long time, and i don't -- you know, i've never felt and certainly don't feel right now this is a one-person job to lead a company that's growing this fast and dealing with this much change so you know, i would tell you that none of us could have predicted the pandemic certainly none of us wished this upon ourselves, but i think from a leadership perspective, in these times of change, you know, you really have the ability to take action. so, for example, we, you know, on march 1st which is a lot earlier than other companies, we closed our offices we stopped travel. we wanted to protect people in our communities. we saw this coming because the innovators are on our platform, and we have such a global view we have this unique almost crystal ball into what the future looked like you know, so we were able to see that these lockdowns were changing the entire fabric of the internet and so we were able, for example, to start ensuring that we had the resources because we consider ourselves a mission critical core infrastructure, and therefore, we knew we had to

be ready we also, you know, made the decision to, you know, dramatically increase our giving program because given that we're strong, we want to make sure we can give so we increased that to $50 million a year to nonprofits and organizations in need, and i think it's important for all of us, you know, with our corporate -- the corporate power that we have to be giving back at this time, too. so it's been -- it's been hard and, you know, amazing, but these are difficult times, and you know, i live in a community probably like you, which has been devastated, friends and families are out of work, and their businesses are in peril, and so all at the same time our people are suffering through the same things. thankfully me and my family, and you know, our company is doing well and healthy, but it's been trying >> well, look, i can tell you you're coming through it great i want you to come back on the show next time we have to run, unfortunately, talk about the digital divide between rich and poor, which is just another thing that is just sad, sad, sad, but you are doing

a great job, and i want to thank you, joshua bixby, ceo of fastly for coming on "mad money," first time and i hope many times. >> thank you, sir. >> stay with cramer. cared for. keep your s your customers served. your students inspired. and your employees closer than ever. our network is resilient. our people are strong. our job is to keep your business connected . it's what we've always done. it's what we'll always do. you know, the chef here trained in france. mmm, it shows! so good. oh hey, did you say you needed help with investing?

because i know someone who's really great. and you trust him? totally. yeah. we went to school together. i'll check him out on investor.gov. so, what'll it be? i'll just have the burger. before you invest, get the full report. check out an investment professional's background for free on investor.gov. before you invest, investor.gov. a portion. a chunk. with dollar-based trading you can spend what you want, even on just a slice of a share. go with safety, okay this is not the kind of market where you're going to get the v no matter what people say, there's always a bull market somewhere. i'm jim cramer and i will see you monday

i'm sarah eisen on day 152 of the coronavirus crisis. stocks end another strong month even as the president talks tough on china >> we will be today terminating our relationship with the world health organization. the world needs answers from china. >> announcer: the president cuts ties with the world health organization and takes a harder stance on china. >> that caps off the dow's best week in the last seven. >> announcer: but stocks keep going up eve