Please, krjim cramer yesterdays sell all or todays recap. Dow falling 12 point, s p advancing. 01 nasdaq climbing 1. 5 were lucky to have guests on this show that can help us answer crucial questions about tack before we hear from them, let me give you my take on the sea saw action and the leaders of this Market Action i know, you feel like man, i got vertigo and seasickness. First lets tackle the real cause of the week starting last weeks technology. You all know the epicenter here, its its apple for heavens sake last week we started hearing run wins even before orders can possibly be that apple was having problems selling the release of iphone 8 how much confusion is there when it goes on sell, we still have people calling the 8 the 10 and people calling the 10 the x by mistake. The Software Companies making products for iphone and the watch got hit to too not that you should own apple but you should trade it. In the end, most people who try to trade apple end up buying high and selling low the opposite of what youre supposed to do like muhammad ali who coined the term and pat tended it or trademarked i guess is the better term, goat, greatest of all time, apple is ga soot, the greatest stock of all time when you flitter it based on rumors youre much better to lose apples got a much better record lets forget about the socalled early returns, were almost in october, which means i care about the year 2018. More products get delayed, more oppositions next year and sales get pushed back. Apple make it is world best consumer goods, thats why im always stressing it should be compared to stocks like chloride or cole gate and when stocked up next to them apple stock looks cheap. And thats before you even back out the 260 billion in cash on this 973 billion companys balance sheet. So the sell of cost, at least number one, apple. Now, i am saying, its been pretty neutralized, sure the stock and go lower but at this time its beginning to reflect the failure of iphone 9 and that product doesnt exist. Second question about the fundamentals, its something we answer tonight once we hear from red hat. Too involved in the cloud, company if not the most involved in the world we also speak from fang, but what most of us dont talk about enough is these are all cloudbased companies. Facebook lives in the cloud as of course netflix, where did you think you got those videos of late though, we hear the rumblings that the Cloud Adoption is slowing. You got to tune into every cloudybased companies but some Companies Read the tone from adobe c adobe ceo, aligned one particular line of the business that the sign of the clouds growth is decelerating no matter at all that no ryan made it clear the disappointment was temporary, no matter if the stock of adobe is now buy. You heard a question from a very good analyst on the red hat call about the possible slowing of Cloud Adoption could you imagine what that would mean now, as i heard it, es was absolutely not but were talk to red hat later. Given out red hats the company would know more than anybody at the exact same time we learned that tesla might be slopping out chips from nvidia and today by intel, holy cow now you have all of fang, facebook, apple, amazon, netflix, nvidia being moved. Its enough to make me want to change my dogs name from nvidia back to everest, not that the lovable mutt would know the difference, as long as you got a milk bone in your hand if the clouds slowing the data center should be slowing too last night nvidia announced chips in one of the largest out there. Ill match those orders against defeated tesla any day of the week everyone might love tesla, but nvidia remains this Gold Standard for video game systems, take the switch, for data centers and for Artificial Intelligence and Machine Learning i love the mobile app, that does doesnt make me want to leave nvidia any time soon ones expensive, ones cheap, both are great lets ask ourselves, did these high flying tech stocks get too expensive . You can argue at various times like muhammad ali theyre going to lose a few rounds every stock gets knocked to the door canvas but then theyre going to go back up. Theres no issues that ive been able to find involving the fundamentals that makes me really worried all right more complicated question, were at the end of the quarter, mutual funds and hedge funds. At the same time were hearing some large hedge funds are getting hit with redemptions, lubbock liquidations those are recipes for selling, thats what happens. Last time i talked about the movement the oils and the auditors most beaten down stocks out there. Verizon, beating down phone company, its a legitimate fare b fear but i think theres a better explanations. Yesterday dow stocks, visa, mcdonalds and boeing, winners all got hammered today the gold arches got slugged again. So, lets wrap it up in one nice big bow. I dont think theres anything fundamentally wrong with the hot stocks, i think they got too hot and somehow finished cooling off. That kind of vicious, unmerited sellers who push out the holders who own these hot fliers without knowing why, except in the case of nvidia where all they knew it was a rescue dog were at the end and seeing profit taking for selling the winners. When you put it that way theres a kern nell of rationale to the entire move. Does it mean the sellers are over, nope does it mean it could be over soon, maybe but only when we hear all those scary stories about crashes of youre in the month of october but last that could give you an even better buying opportunity starting with riley in texas. Riley . Caller jim cramer, boo ya from texas nice, whats up caller well, i have some input and i want you to give me some answers what are your thoughts lately on all of the Companies Like emerge, fairmount, u. S. Silica and im not sure im on the fence. Just kidding i got enough problems with these really high tech oil drillers the last thing i need is some sandbagging. Allan in florida caller jimmy most important i need to wish you a very happy 61yard game winning have you all seen or looked at this incredible this amazing edit from go to fly equals fly well in a minute with guys a super hero, ive bumper watching it all day i cant help it. I watch that kick over and over. This is not espn let me help you. Caller what i need to know about some pharmaceuticals Small Cap Companies increasing sales that just got an approval for my grades on a Conference Call i heard the Management Team spun off from shire left and theyre the ones adderall can they be used in this space what do you think about these guys i know from personal experience theres a lot of people involving migraine business its a competitive business. Im not going to rack on any one of these yet is it a rally end rotation lets take a look at this video. Look at this anyway his business weakened i love eagles is it the end of the world as we know it, even though my staff tracked down the william tail overger i asked for. Dont get upset. Keep your eye on some opportunities on my head hold on to your hats, red hat, its flying. It is the time to get some stocks better there may be even saying, yes, equifax, im going to eye that too. Vm may be driving healthcare on Greater Heights but can the cloud also drive your portfolio higher stick with cramer. Opportunities arent always obvious. Sometimes they just drop in. Cme group can help you navigate risks and capture opportunities. We enable you to reach Global Markets and drive forward with broader possibilities. Cme group how the world advances. You myour joints. Thing for your heart. Or your digestion. So why wouldnt you take something for the most important part of you. Your brain. With an ingredient originally found in jellyfish, prevagen is now the number one selling brain Health Supplement in drug stores nationwide. Prevagen. The name to remember. Want sure ck . Alright, looks like weve got chips, popcorn, pretzels . Pretzels plain, sourdough, spicy, sesame, honey mustard, chocolate covered, Peanut Butter filled, this ones in german, it says, reindfleisch . Plain. Great. So what are we gonna watch . Oh show me fall tv. Check out the best of the best handpicked fall shows on xfinity x1, online, and the Xfinity Stream app. Thirsty . Some Companies Just dont seem to know the meaning of the world failure. Look at red hat, raht. Its really been paying off which is why the stock has been able to rally 58 year to date, including todays more than 4 move theres no slowing these guys down the reason for the strength, red hat reported another great quarter. Higher than expected revenues up 21 year to year. Even better the forecast has been raised from the bottom line the question is have you already missed the euro or could there have been more mr. Shaner welcome to mad money good to see you sir first of all, your stock was up the most of any stock of the s p 500 today. What does it take to have that kind of milestone . Weve been delivering for our customers, the team did a great job this quarter it was across the board, it wouldnt any particular one segment, our Merger Technology did great, our middle did great. It was a great quarter and the team did a great job were really pleased im glad that you said that i think a lot of decline in the highest growing companies, is this subtle sense that somehow the data center is slowing what red hat i thought. Explained really whats going on many people are panicked when were talking to customers in fact two weeks ago we had a report with our customers, we had 16 of our customers there, everybody talking about it being a hybrid cloud world. Theyre looking for optionality, multiple clouds providers and flexibility. When they get into the next set of development and agile theyre looking at containization thats where the open product comes in, the merging technologies this quarter alone we had 4 over 4 grout year by year. Were at 150 million this quarter, 600 million annual run rate business. Wheres where was it three years ago . It was nothing jim. This is where we made the investments from a corporation standpoint the investments are paying off, were seeing the results, our customers are seeing that, were pleased with the progress overall. Next step, im hearing one reason why amazons done because theyre data center is not that strong you are switzer land youre not seeing any slowing in any of those are you . Were not we are seeing strength across the board. Whats happening in red hat, if you go back a few years the conversations around saving money, now its different. Now were really talking to customers about whats happening in those in their industries, the whole discussions have changed. When i spend time with some of our cfos and our customers were talking about whats happening in their industry. Every industry is transforming theyre looking for Agile Development and thats where our technology is helping in developing that. At one time i was concerned about federal government, had a federal government freeze. Federal government seems to be among the strongest sectors at this time. It was. That business is very strong and as we mentioned on a Conference Call last night, were very bullish into q3 as youre getting near the end of the year theres a lot of spending that happens. We see a lot of prospects in the government the government is a huge supporter. Its not like the government is sitting there with old ibms but its very the companys not that stupid. Right we are very bullish in europe, your europe sales seem to be accelerating they are. As we look across the bookings across the board weve seen strength across all our ratings. Our meeting as i mentioned was held in london half of the countries were European Countries strength across the board there. As were talking about where were going from a strategic standpoint and how to question some of the ideas with them, theyve resonated very well and were seeing a lot of strength across europe. For the people who arent sure about continuization, not sure about the cloud and adoption, key seems like a key client for you, maybe you can walk people who dont know red hat through what red hat has done for key key bank, we premiered them at our last summit that we held earlier this year. When they started looking at containers, they were looking for a Company Investing in docker, in our open shift platform brings all of the platform together from a standpoint including the o s one of the things we really say as we talk to our customers is, containers are lennox. As you know theres a huge footprint of lennox around the world. As they start to move containers, one of the things that key bank was looking for is continuous delivery. The operation allows for quick releases of their applications in fact theyve moved the whole mobile applications on to open shift and theyve been its been a huge success, allowing them to really make changes along the way and were really pleased and i believe a lot of feedback is positive from that too. I think the keys earlier have adopted a lot of things and theyve been involved in a major acquisition. I know they are doing the right thing and shareholders should hold on to the stock and maybe new people should consider buying the stock thats erick sanders, cfo of red hat, the strongest stock in the market today back of the break. The most valuable currency in this business isnt dollars, gold or bitcoin, its the benefit of the doubt when the market realizes that a ceo deserves it, their stock tend to catch fire look at carnival when reported this morning the action was almost universal, not as bad as they thought the big caribbean storms didnt ruin the cruise lines numbers or its forecast. Even though it spoiled a lot of the trips to the notice. Notice though, i didnt say its not as bad as i thought. The reason, because Arnold Donald runs carnival, if theres one thing we can bank on, is that hes not going to be tripped up by some storms, even really bad one remember, donalds the guy who navigated his company to a come back after a Costa Concordia disaster that killed a lot of people i wasnt surprised by these numbers because i was given donald the benefit of the doubt, the one he deserves. Yes, its a terrific industry and all about the economy, remember when you take pictures of yourself and post it on your instagram so everyone you know can see what youre doing. I know that because my daughter spent money to go on a cruise and inis that her way around florida. In fact, donald raised the air despite the hurricane damage and indicate there was only a 1 cancel rate. People are lining up to go on these things in short, weakness, another chance to buy. But you know the one who wasnt given the benefit of the doubt today, the folks at dar ben, apparently olive garden. The stocks fell 3i. 6 . This stocks been weak of late i cringed on the call when they talk about take out, because if miguel likes small restaurant in brooklyn take out, its our nemesis. Restaurants make their money selling drinks youre not going to sit there and have three pa civil kas while youre having take out at our bar. I think there was disappointment that sad if the stock keeps doing down like it has i think its time to give ginning liu, the excellent ceo the benefit of the doubt at which point you can buy it hand over fist i know the charts were rapist, its off the charts day. When darden gets the 3. 75 , which happens to be a handful of points, i think itll be worth investing in and let me give you one more that might be worth owning eventually, remember this from last monday . Equifax needs to be better, end of story theyre not beginning to quince anyone they really care about the issue until this man leaves. So we stuck on the mad money wall of shame and the stock cannot be owned until he agrees to spend more time with his family thats right, equifaxs ceo Richard Smith has finally decided to retire after presiding over what i consider the worst cyber breach in history. Equifax will still have to sort itself out, i was surprised the stock fell this morning. Even if it gave the full point i put smith on the mad money wall of shame. Everyone knows when one of these wall of shamers step down it results in higher prices however, even as i take him down, im sensing smith, sentencing him to a life time of checking his Bank Account Balance daily like the rest of us, because senator Elizabeth Warren said on our show, who knows when the bad guys will strike anyway, Richard Smith ill give you this i guess thats what happened whether you didnt spend enough on Cyber Security and immediately come forward when you were hacked. With smith gone, equifax is closer to earning back the markets trust jerry in utah. Caller boo ya to you jim my daughters there right now. Thank you whats going on . Caller based on the weather problems in caribbean do you think nor wee began cruise lines a good buy right now i like that cruise line and caribbean, but i am a carnival man start to finish. Why . Carnival is run by Arnold Donald shawn in alabama. Caller hey mr. Cramer i watch you often and i wanted to ask about tallow alpha net works if you would recommend buying selling or holding marks done a great job, he was in the dog house for a bit there. Kind of missed opportunities, the opportunities came back, the money came back. Mr. Smith family time is important i know this. Im glad youll be spending more time with them, especially now that retirement takes you off the wall of shame. Keep your eye on this stock as the story develops much more mad money ahead including my exclusive wb m, what a hot stock shares up over 100 . Is the companies out of the woods, maybe it was never in them when things feel uncertain this market is the time to reach for familiar names tonight im going off the charts to fall out about an old stand by all your calls, tonights edition of the lightening round so stick with cramer. If youd have told me three years ago. That wed be downloading in seconds, what used to take. Minutes. That guests would compliment our wifi. That we could video conference. And do it like that. snaps if youd have tol