i believe in kevin plank. if it bleeds actually, it's billy that puts a knife in that -- remember that? it's billy. if it bleeds he will indeed kill it. i believe in ua. don't bet against this one. hey, much more "mad money" ahead, including an under the radar semiconductor stock that's doubled over the past year. i'll unveil it and it's a great story. then it's big business in some of those volatile places on the planet butted aco still shot the lights outside. plus your calls, rapid fire just ahead. and the electric condition of the "lightning round." stick with cramer. they're coming. what do i do? you need to catch the 4:10 huh? the equipment tracking system will get you to the loading dock. ♪ there should be a truck leaving now. i got it. now jump off the bridge. what? in 3...2...1... are you kidding me? go. right on time. right now, over 20,000 trains are running reliably. we call that predictable. thrillingly predictable. >>> tonight, i want to draw your attention to a quiet semi-conductor stock that's

stephanie: congratulations, kevin plank. kevin: thank you, stephanie ruhle.anie: hopefully, next time i will beat you on record. kevin: let's do it. betty: thank you so much "market makers "anchor stephanie ruhle. radioshack bankruptcy filing could come any day now. what it means for sprint. and further deterioration in your grain prompting angela merkel and francois hollande to travel there. details on their decision. ♪ betty: take a look at our world news headlines this morning. rescuers working through the night to recover bodies and wreckage from transasia airways flight 235. yesterday the pilot made a distress call two minutes after being cleared for takeoff. the plane clipped a taxi before plunging into the river. the pilot and copilot were killed but 50 others survive, including, miraculously, a two-year-old boy. the bank of england kept interest rates in the u.k. and 0.5 for the 75th month in a row. forecasters are predicting any rise would be put off until next year. note oil prices and falling inflation means there is little -- low oil prices and fa

. >> under armour ceo kevin plank will our guest.e'll get the chance to talk to him about the acquisitions and earnings and other stuff too. >> we were talking to the company in january. yeah, why? i wonder. things change. things change in a month. >> do you think -- is there a finders fee or anything? >> how do you think kevin plank finds out about this stuff? >> i don't think that played out in this one. >> you have delusions of grandeur i think which we already know. >> there's a bankers fee involved here that we should be talking about. but anyway the nation's number two health insurer has been hit by a massive data breach. hackers have stolen personal information relating to current and former customers and staff. the system contained data on up to 80 million people. names, social security numbers, street addresses, e-mail information and employment information and access. >> this is a much bigger deal than getting your credit cards stolen. you can completely steal this person's identity after getting this information. they know

but the potential for growth for these guys, kevin plank when he started with a public company i askedion, he got mad. should you be the ceo? he said absolutely. he has proven to be unbelievable. >> to an another name in sports shares. a performance group up 65% in the past 52 weeks even though it gave up ground today. it's a major player in hockey, lacrosse and baseball. kevin davis is the ceo of performance sports group and joins us here on set. what is driving the expansion in hockey? as quickly as it has expanded, it went from 35% in '07 to seven years later to 54%. a lot of analysts say there is more room to expand here. >> i agree with them. what we did was organize our company by category which is not unique but a little bit different from sporting goods companies. we have teams that focus on every category. skates, sticks, helmets, protective driving for growth. that's why our share growth is total hockey but all of our categories have grown. >> is the total addressable market growing or are you stealing share? >> it used to be over the last five or six years it was market shar

i had a chance to sit down with kevin plank to find out why he is expanding into the digital field. >> with think there is an enormous opportunity and wearables in general. the energy around it is something that as big as we have seen -- no one is around community. we started this journey of making this acquisition more than a year ago. what we learned with the leadership of our team there was the things we love our in community and we did not have nutrition and a global perspective. by buying my fitness pal, gives us an anchor in san francisco and europe. we can aggregate the largest -- the world's largest digital fitness and health community bar none. 120 million registered users. >> how does that translate into you selling products? >> the one thing we know is the more someone exercises and works outcome of the more athletic apparel they will buy. last month alone, we had over 100 million workouts logged into one of our four applications between my fitness pal and you a record -- ua record. >> nobody is paying for those. >> we want to drive a value. monetization -- there is an adve

i won't bet against kevin plank. do you know who's the most subtly competitive soul out there? mcnerney from boeing. you can't stop. i remember when he interview him over here and i asked him, he's a aye a yaly, he looked at me like i had lost my mind, no, he explained. he want to crush them. there's nothing at all about the competition here. no holds barred. we wonder why boeing is hitting 52-week highs. try going against this fellow, john stump, wells fargo. he doesn't want to cut your heart out but he does want to take your business from any other bank. any business. your first video with him he's liable to give you a fantastic deal on a mortgage or refinance, and then the second meeting he's selling you something else. here's guy like the predecessor and a personal hero of mine who knows when to fight and when not to fight. wells fargo never went against the justice department. they didn't have any of the big lawsuits hence why wells has done better than any other major bank. they're not in the crosshairs. you think starbucks got to where it is because howard schultz is a p

i mean finally someone realizes the small capitalization does not match the opportunity kevin plank hase multiple years ahead of us. here's the bottom line and big lesson. just because the stock has run, doesn't mean you've missed the move. they were interpreted by tim collins indicate these could have a lot more room to run and i have to agree with him. they can go a lot higher before they reflect the full promise that lies ahead. stick with cramer. >>> please do not forget to tune in to "squawk on the street" tomorrow because david faber has meg whitman. and that stock's looking down but maybe it doesn't stay down. always a bull market somewhere, i promise i'll find it just for you. i'm jim cramer and i will see you tomorrow! >> male narrator: tonight on restaurant startup two businesses on the brink of failure fight for a shot at a new beginning--a vegas duo who are betting it all... >> our salaries combined last year were $28,000. >> what happens if you don't get an investment? you might close? >> both: there's a chance. >> narrator: and a family clinging to their california dream.

kevin plank, of course tomorrow on "squawk," team player. but i do want to tell you that i think nike's worth a great deal. i like to be price sensitive, because in a market that's this volatile you get a chance. disney has become the great american growth story that everyone wants to keep. keep it! don't question that. there's much more "mad money" ahead including my exclusive with brunswick. the stock going to continue to splash in 2015. i've got the ceo. and then the chaos and crude in the case to spread your investments across multiple sectors. i'll see if your portfolio is up to snuff when we play "am i diversified." >>> plus a massive storm of stocks just ahead in the "lightning round." stick with cramer. [ male announcer ] at northrop grumman, we've always been at the forefront of advanced electronics. providing technology to get more detail... ♪ ♪ detect hidden threats... ♪ ♪ see the whole picture... ♪ ♪ process critical information and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. t

take a listen to what ceo kevin plank said on "squawk box." >> there's so much energy about people trackingmselves, measuring themselves. as much as you hear about fit bit and apple windchill and all these devices, one thing we believe there will always be a better device, someone in the garage, lab, working on the next great product, the next great widget mouse trap. we decided the value is in the community, a place where we weren't tied to an electronic but we could be the destination. regardless of whatever you had it would plug in and read and synthesize that information as easy as possible. >> 19 quarters of 20 plus percent revenue growth. and now making a big bet on wearables. >> $700 million on these apps in just the last two years, putting real money to work here. perhaps the growth is in the community. i'm not sure if you guys have used my fitness. >> i have. i use it every day. >> it's an amazing app. tried it? >> i have not. >> but this also, perhaps, puts run keeper in play. two of the apps up near the top when you look at integration with the wearable devices. nike clearly had

long-term vision that kevin plank has for wearables by acquiring digital fitness companies?'s right to point out it's a big growth market. importantly, under armour is at an interesting point in growth cycle, trying to expand internationally. one of the apps that they bought yesterday is based in europe over 120 million users worldwide. of that 43% of the connected fitness that they have now in their community are outside the u.s. 43% of users versus only 15% of under armour's revenues today. you can see where they're trying to moving the ball. trying to become a global brand and see tapping into the core athletic user that way. >> and the earnings and the comps on sales continue to be impressive, michael. interesting that you wrote that apparel growth is slowing yet under armour continues to deliver. why is that? what is it doing right? what's the lesson for some of the other retailers which are not having great quarters? >> yeah. i would say that we view the apparel industry in the u.s. slow growth. under armour has a long way to go. put up 31% growth overall last night. t

>> kevin plank is incredible. he's the most aggressive -- you met him. be in his -- now you bring a knife to that guy, that guy's got my chemical weapon thing laid out. he's aggressive. he has stephen curry lethal from the outside. lethal from a lot of places on the court. >> a lot of places. a like plank, he's a fighter. that stalk'sock's stalled lately. >> flattish action on the dow. let's get to bob pisani on the floor. >> to the downside carl some of this because oil to the downside predictably energy is the leader on yountdownside. financials, materials, consumer discretionary on the downside. but not that big overall here. as for europe well greece the government there says they're going to seek an extension on the loan agreement. i think the problem's simple. they made it clear they might agree on an expense on the bailout package but don't agree on the prior conditions that came with the aid package. they're going to agree to an extension but under different terms. it's a very hard negotiation. europe doesn't seem to be that concerned about. glob

last week on squawk box, kevin plank made this prediction. >> if you think we're going to walk arounde inch by five inch pieces of hard glass that sit in our back pocket, no absolutely not. wearables will equal apirl some day. >> is my next guest in agreement? first is tim boyle, he's the ceo of columbia sportswear tim, good to have you here, welcome. >> thank you very much. >> and so columbia, you know at this point, as you just heard from ken plank, apparel technology it's all converging so rapidly, can you continue to exist if you only make clothing going forward? >> you know i think we can actually you know we think that the areas where we can really control what we end up doing in terms of operating as a company are really around the textile products that we manufacture. and obviously with tons and tons of innovation on those products as an example, one of our biggest products for 2014 and continuing into 2015 is our turbo down product. it's interesting to think that here in 2015 we're still using feathers off a bird to keep warm. so we combined a downed jacket with synthetic ins