splunk down 23%. workday down 15% this morning. sales force down 11%.hat is going on in enterprise software among this cloud cohort largely, cloud social, call it what you will, but was supposed to be a big growth hope. do you think investors are losing confidence, sdoes it reflect something you see happening on the ground there? >> i think it's a worry about growth. i think they did very well. linkedin is the best behaved internet companies out there. underpromise, overdeliver. this was a good quarter for them. i think just going forward the numbers are substantively lower by hundreds of millions of dollars than what they had promised. and so i think while it spooks wall street, you cannot do that right now. people are very worried about growth. and this is one of the leading enterprise companies. and so they're worried about if they saturated, if the growth is there, if it will continue this high growth -- i think growth is really what it is. and then i think it was confusing some of their messages about hunters and farmeder sfar. usually linkedin is

consider splunk. they h th hp companies ean data rl time. they released no data onriday and the stk plged %. slammed again today 12use of dth for splunk, guilt associati. tableasoftware is hurting everyone ithe spacas vestorgs worryhe iustr in trouble. linked in and tableae in trouble. thweak in the whole high growth cohort for social for soci, cld and analics. the other comay be doing fine. lp issued numbers midday. not giving me mfort. you ve to trade lightly. they a justoo darn risky the lle a ti when th sellinis over ne and it could be soon ven the rne. ayuned. but noyet. much me mad money ahd. i'm vingou the post me ap up. don't missy take owhat might be worth owning. then i will reveal what could be the single most important faor fowall street going forward. your callses rapid fire in tonight's edition of the lightning rod. why don't you stick with cramer. i codni coul sleep d get in ti. th ioundlevem. ale pm is the neo coe a safe sleep a plus the 12 hour pain relieving strengthf aleve. i'm back. stss sweat. it can hapanytime tonyone.

cause of death for splunk, guilt by association. tableau software is hurting everyone in the space as investorings worry the industry is in trouble. linked in and tableau are in trouble. the weakness created a sell off in the whole high growth cohort for social, cloud and analytics. the other companies may be doing fine. but yelp issued numbers midday. not giving me comfort. you have to trade lightly. they are just too darn risky. there will be a time when the selling is over done and it could be soon given the carnage. stay tuned. but not yet. much more mad money ahead. i'm giving you the post game wrap up. don't miss my take on what might be worth owning. then i will reveal what could be the single most important factor for wall street going forward. your callses rapid fire in tonight's edition of the lightning round. why don't you stick with cramer. welcome to opportunity's knocking, where self-proclaimed financial superstars pitch you investment opportunities. i've got a fantastic deal for you- gold! with the right pool of inves

splunk down big, qlik down big.er big momentum names, not linked ed ted to data analysise done, sales force has been week, tesla down 10%, even amazon down 10% on the week. a lot of concern right now that some of these tech companies may have lower growth rates than the consensus were. and that the multiples were starting to compress on some of them. that is the indication right now let's move on to the oil companies. you want to know how desperate oil companies are? hess did a secondary offering with the share price a third lower than a year ago. that's a desperate move for an oil company. 25 million shares, secondary offering, priced it at $39, but that was at 10% discount to where it was yesterday. that's why the stock is down 10% here. they also had a 10 million share depository share offering. they are increasing common shares by about 10% at a time when shares are down by a third compared to a year ago. it's simple, they can't raise debt right now. it's very difficult to do that equity raise is the only option

splunk, qlik, workday and sales force all down sharply. >> i like that name, splunk.ng? >> i know. >> jim cramer joins us now. i know something to ask you. i don't think it can be done, but let's say executive order effective immediately, ten $10 a barrel tax on oil and we'll put that into developing new solar stuff, that we could have by 2200 a.d. what would that do to the oil industry if we did that right now? >> well, you -- if you wanted to wipe out the fossil fuel industry, i know that is something that a lot of people want to do, either on a phase basis or in this case instantly, you can accomplish it these are the companies most troubled. this is the credit markets that martin franklin are moving to. if this happened, you could say it's the death nail of the american industry. maybe again, maybe that's what you want. the anti-fossil fuel crowd is powerful. i think you can phase these companies out but you can't do with what president obama did. it's out of sync with what we see every day in the news. >> i don't know. another in a long line of just -- i don't th

when you look at the end of this week we have got splunk reporting on thursday. on this, we are expect being a penny beat. look, they were massively oversold until the last couple of weeks but this is a company that has had strong fundamentals. if you look forward the picture is great. and companies are investing in their growth. they make software that allows to you analyze big data. these are things that are critical for business efficiency. i'll be watching them towards the end of the week. >> activity? >> red hat. it hasn't done well. today somebody is out there bying the april calls. huge trade, huge dollars put out in front of there. and this is a march 23rd earnings. keep an eye on that. i'm in those option as well. i think they're going to test the numbers. >> john? >>lets' not forget the u.s. dollar has declined 2%. that's a necessary component for asset price appreciation. incredibly important. only problem is last night you have to be concerned about what the chinese did devaluing their currency in the stocks selling off and crude oil is a large part o

linksin down, netflex, splunk, workday, amazon -- >> scott, scott, i haven't taken my pill yet. let's slow down. it's just becoming more visible. but this has been happening for the better part of 18 months. now it's hitting the cool kids. i hate to say it, but they have more -- a lot lower they can go. starbucks, one of the most popular is below its average today for the first time since october 2014. facebook is into the post-earnings gap down 12% off the high. this is just beginning for some of the names. it has been taking place for most of the market. quite frankly, most of the world for quite some time. i wouldn't be falling out of your chair at this point. >> you bought linkedin today, you must see some value in the destruction. >> yeah, it's not every day you have a $20 billion company lose 50% of its market value overnight. linkedin is the name i have never owned. i have about stalking for a long time. i think it's probably overdone. maybe it going lower. i'm starting a position there. this is a company that came out, beat earnings and told analysts, we're not going to

other stocks to watch today, splunk offering a full-year consensus up 13% in premarket trade. palo alto networks topping estimates. that's at the best part of 5%. and intuit swung to a profit, helped by demand for its tax prep software. that's up a nice 3.3%. still to come here on "worldwide exchange," henry paulson is call can go on china to let companies fail. we'll hear from the former treasury secretary on the sidelines of the g-20 meet income shanghai next. >> first, we want to hear from you. our twitter and facebook question this morning, markets are in positive territory for the week, but why do you think it is they have recovered? is it oil? is it consumer strength? or is it because we're ignoring china? or perhaps is there a sliver of faith in the g-20? tell us on twitter. @cnbcwex. we'll be right back. you get use to pet odors in your car. you think it smells fine, but your passengers smell this. {ding} eliminate odors you've gone nose blind too, for up to 30 days with the febreze car vent clip. wow, it smells good in here. so you and your passengers can breathe happ

you're looking for shares of splunk higher. >> plenty of earnings, up 12%. virtual reality is one of the hottest things out there. up next, we'll give you an up close look at htc's new offering and you might see me try to give a live demonstration. messaging turn down the government's request for a back door into its encryption for years ago, explaining her decision and why she's backing apple in the fight against the fbi. e trader group, they work all the time. sup jj, working hard? working 24/7 on mobile trader, rated #1 trading app on the app store. it lets you trade stocks, options, futures... even advanced orders. and it offers more charts than a lot of other competitors do on desktop. you work so late. i guess you don't see your family very much? i see them all the time. did you finish your derivatives pricing model, honey? td ameritrade. >>> welcome back. mccory research today putting on a conference in new york featuring the biggest names in the virtual reality industry. one of the companies in attendance was htc, highlighting the new headset which w

a friend of mine said, hey, can you splunk the nba. we realized this could be valuable.three yards to go. it's the third quarter, the third down, what's peyton going to do? well, historically, he would pass it 76% of the time. but in this case, learning the model, it looks like he's more likely to pass it than history says. so by analyzing all of the plays in the history of the nfl since the year 2000, we can see a lot of common threads. with that data, you can predict the next play. if you're a copach, you can disrupt what the other team thinks. you might run a model on your own team and say, oh, they think we're going to pass right here, let's do something different. >> okay, coy wire, thank you. >>> sanders' history as an activist getting attention. he was talking to anderson about this at our town hall earlier in the week. up next, we'll talk to someone would has known the senator for decades. how will his history as an activist play with younger african-american voters? >>> also ahead, breaking news on the explosion of a jet. we are now hearing it was a laptop bomb.