Interest rates started going higher a few months ago. Today was one of those days that produced some fabulous results. Dow climbing. Nasdaq rocketing 1. 01 higher. So went right, what did the market like so much that it could shake off the negativity . Its a compelling mosaic. One thats directly related to steals and earnings of the individual Companies Reported and much less to do thank heavens with the big mac row day that that comes out of the u. S. Government. Maybe we have been blinded by good news because of the uncertainty surrounding syria and the rise of Interest Rates. But when you get a sense that the government can actually do something, and that the republicans will work with democrats even if its toward a resolution to action in syria, that allows you to focus on the news of the individual companies and measure what it means for their earnings and therefore for their stocks. And when Interest Rates dont do much of anything, people feel emboldened to buy buy buy, not sell sell sell. Me, im still in the world that says you need to sell some of your stock into rallies. So youll be ready for the next Interest Rate scare. You need to have some cash on hand because september is the coolest of months and while there may be unison in washington when it comes to foreign policy, theres no Common Ground when it comes to economics thats what were fighting about in the next few weeks. But i like it when washington and the Federal Reserve and the bond market step aside so we can see what companies are really up to. And today was pretty darn good. Where did the good news come from . First we got great news from the auto sector. Principal prop of the economy. One that was not expected one bit. Why . Because so many people feared that higher Interest Rates would dent sales. That was a stupid concern. Car sales are remarkably strong. And its terrific for jobs and for the stocks too. Ford motors doing nothing as european sales have been punk, couldnt get much of a grip on the domestic sales, 56 cent gains. General motors no slouch, up 1. 70. We know that ford has worldwide operations and the earnings are much better than expect but we can believe that ford can trade back to where it was a few years ago when europe took the stock down. Thats because some of the vehicles being sold, the fseries, carry huge gross margins. So with this stock which is owned by the Charitable Trust could at least take out the 18 level we saw a couple years ago when the mad money invest in america tour visited a factory in dearborn, michigan. Second we got some terrific news out of tech. House of pleasure. First, we learned that communication Spending Continues unabated with sienna, a major equipment supplier to the telco giants reporting a beautiful quarter. For those of you selling sysco, let this be a reminder that you should stop it. Because cena customers are sysco customers. Business is a Perfect Company and the ceo doesnt want to say that at the same time hes making necessary layoffs, as he keeps remaking the company. Dont want to be a bad guy or look like one. The sienna news should also embolden you to buy jdsu. Infineron. Get this one. 3 stock. Thats how strong the cycle can be given that tmobile, sprint and at t are trying to catch up to verizon. Well hear from xilinx later on in the show. The smarter the cell phone, meaning the more video it consumes, the more the Companies Need the xilinx, particularly the chinese. Two other tech stocks micron and sandisk gave us huge moves today. Investors were worried about more dram and flash supply coming on the market. But last time we learned of a fire in a giant hynx plant in china which makes the chips that takes capacity out of the market. Less capacity means higher prices and higher prices means higher profits and this means higher stocks. Finally weve got an estimate bump, not a cut, an estimate increase for apple. As well as a new recommendation. Which reignited the stock and it looks like apples slumber could be over. At least until the new Product Introduction well see later this month. We have two retail numbers that made us rethink the negatives we have been stunned by. First we have a fantastic number from Dollar General. 10,000 store chain. Why was this number so important . The answer is a puzzle. We have been trying to figure out where all the sales from walmart and target went as they have been huge underperformers. This Dollar General certainly makes us feel that the consumer didnt stop spending but shes just trying to get more money. At the same time, we have been fretting about apparel for a while now. But weve got a double shot in the arm from g3 which makes all sorts of clothing. It closed up 54. Given the g3 licenses, this could mean that dicks may not be doing that badly. It also means that pvh which has a close relationship might be doing better. The g3 news also allowed the stock of the fcorps which had been in the doldrums since last quarter to roar to close up. Apparel and clothing, retail, have been very weak. These numbers other than francescas are going the other way. And finally the heavily shorted names, les moonves, cbs, he was on squawk box this morning and the gang asked him how people are watching television, and les said theyre watching netflix. Bingo, 52week high for netflix. Zillow went up a when we learned that australian billionaire james packer has taken a 9. 4 stake in the company. Herbalife went up to 64. 14 on news one that bill steritz who has engineered so many deals in the food segment is the largest shareholder. Besides being a short sellers football, herbalife is indeed in the food and drink business, nutritional supplements. Hey, amazon and kindle gave us a new ereader. We have one more upgrade, sell to hold of best buy. The left for dead retailer is one of the best performers of the year. What i dont like about this market is that every day is case by case. If the president runs an uncertainty in syria, the feds are not staying accommodative. On days like this you have to wonder why the fed has kept rates down. But if Interest Rates keep going higher well rue the day we felt confident about the earnings i went over. Take washington, whether it be the fed, the congress or the president , off the table. You have Interest Rates calm, then we get to scrutinize earnings and today the earnings were darn good. And the puzzle is to be resolved in a bullish fashion. Tomorrows puzzle whole different ball game. How about frank in texas, please. Frank . Caller hello, jim. I appreciate you, everything you do. Oh, youre terrific, thank you. Caller you have been very positive about the automakers. Particularly ford and gm. Over the past several months, if not longer. Ive watched you over and over say i think it would be a good thing to get into, theyre really doing great things. Then this morning, we got the merchandising part of it saying they all had double digit increases in sales in august. Do you think, jim, that ford and General Motors is still a good buy . Absolutely, frank. Let me tell you why. If you go back two years you will see that ford peaked at 18 and then we saw europe get bad and it went down. We are still not back at that peak. As a matter of fact, were not even back to where the stock was two weeks ago when the sales werent that good in america. I think ford, buy buy buy. Miles in minnesota. Caller booyah, jim. Someone drafted a miles on the board. I didnt get him. Whats going on . Caller 1800 flowers after they posted their earning last week, their stock dropped. I want to buy some more or sell it . You know, they did not i mean, i would have liked more revenue growth. Remember they did you know, look, this is a company that is basically treading water here. We got to find out more about this. I dont know why its treading water. This used to be one of the best stocks. Then it got to be a seasonal play. Let me do some more work on it to see why its not blowing up the numbers. Its a wellrun company. Lets go to prem in california. Prem . Caller yes, mr. Cramer, i have a question. Google has been a key stock for years for investors like warren buffett. I believe you also have invested in cocacola. People are now more Health Conscious and trying to avoid sugar and sugar substitute drinks like cocacola. The stock is down significantly. What are you going to do with your investment with cocacola and what is your advice for a small investor like me . Okay, we did sell cocacola, not right here in this area. Ko when i say we, im talking about the Charitable Trust and the we is stephanie link. She and i were debating cocacola today. She feels its the right level to buy. I have such faith in caroline levy who downgraded the stock to a sell that i told stephanie, i think its not right for the Charitable Trust. If its not right for the Charitable Trust it isnt right for you. Case by case. Thats how you have to view every day in this market. Today we got Strong Enough news to overcome the shadow of the gloom. Tomorrow, wait and see. It is day by day. Mad money will be right back. Coming up triple threat . A long line of dotcom players never lived up to the hype, but cramers got three online stars that could shine for years to come. Dont miss his take on the domains that are defying the doubters. And later, making the cut. Not everyone has what it takes to play in the big leagues. Tonight, cramer separates the pros from the amateurs as he completes his fantasy stock portfolio. Which players have what it takes to join his dream team . Dont go anywhere. The final picks are just ahead. Plus, video vixen . From tablets to smartphones, more and more people are watching on the go. Is xilinx, the hightech play you have been searching for . Find out more. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Uhoh guess what day it is . . Guess what day it is huh. Anybody . Julie hey. Guess what day it is . . Ah come on, i know you can hear me. Mike Mike Mike Mike mike. What day is it mike . Ha ha ha ha ha ha leslie, guess what today is . Its hump day. Whoot whoot ronny, how happy are folks who save hundreds of dollars switching to geico . Id say happier than a camel on wednesday. Hump day yay get happy. Get geico. Fifteen minutes could save you fifteen percent or more. [ male announcer ] some things are designed to draw crowds. Others are designed to leave them behind. The allnew 2014 lexus is. Its your move. When you look back at the evolution of the social, mobile and Cloud Technology offerings from the last year, all you can do is smile at the trajectory of these companies. Thats because these stocks, stocks like linkedin which announced a huge secondary last night or yelp or zillow, these have been incredible performers. First consider linkedin. Heres a company that came public in may of 2001 at 45. Nearly went to 94. Social networking site had a ton of positive buzz. At the same time, the opening is widely criticized and as a throwback to the dot bot days when people chased the dubious Internet Companies without opportunities for profitability or in some cases even sales. Sure enough, linkedin dropped to 60 in sales and there wasnt any hope for long term growth. Two years later linkedin has developed a fourfold increase in earnings, not revenues. The stock is up to 38. I think its not done yet. I bet the secondary filing gets snapped up without a hiccup and earnings could conceivably double again next year. You heard me, double. Then theres zillow. Letter z. The real estate listing company. Here is one thats absolutely despised by many short sellers and there are High Quality Research that says the stock is severely overpriced. Or was it . Zillow came public at 20 in july 2011. Then immediately opened at 35. 77. Amid calls of internet over exuberance. Wasnt this just a company that helped define the price of your house . Real estate porn, they called it. Sure enough the real estate came back to earth and its trading at 22 six months later with the chatter that trulia that had gotten big. And zillow, with a 100 stock that seems to go higher by the day. When i mentioned zillow a week ago, i was bombarded by people who thought it was overvalued, including a fellow who was all over me with top Notch Research about what a joke zillow was. Wanted to know why i was such a loser and i quote, it doesnt even own content, the guy said, doesnt even own content. Maybe somebody should tell australian billionaire james packer that. Last night, this billionaire bought what well, he bought 9. 4 of zillow. No wonder its reached it secondary price at 82, a 3 discount to the last sale. Packer probably bought it all. Finally theres yelp, the provider of online listings and reviews with so much mobile momentum. It flew straight up to 24 the first day of trading. A few months later as part of a broader june swoon, yelp dipped below the offering price. But thanks to a series of quarters with spectacular revenue growth, stock is now powered higher to 55. As yelp clearly can go profitable any time it wants to. The rollout is so strong that every penny should be plowed back into the smart company. All three of these stocks have been gigantic winners and i think theyll keep winning as they go into the social, mobile and cloud. I know its chic to be jaundiced and jaded, but these three stocks have defied numerous short calls and they continue to triumph. Those who felt burned by the last internet go round, even felt vindicated by groupon or zynga or the facebook ipo and the debacle afterwards. Well, theyre smart this time around, because this time for the most part, they worked and they seem to continue working even at these admittedly exulted levels. Stick with cramer coming up making the cut. Not everyone has what it takes to play in the big leagues. Tonight, cramer separates the pros from the amateurs as he completes his fantasy stock portfolio. Which players have what it takes to join his dream team . Dont go anywhere. The final picks are just ahead. Hero if you had a chance to go anywhere in the world, but you had to leave right now, would you go . Man oh i cant go tonight woman i cant. hero thats what expedia asked me. Host book the flight but you have to go right now. Hero laughs and i just go . This is for real right . This is for real . I always said one day id go to china, just never thought itd be today. Anncr were giving away a trip every day. Download the expedia app and your next trip could be on us. Expedia, find yours. announcer at scottrade, our clto make their money do more. Re ann to help me plan my next move, i take scottrades free, inbranch seminars. Plus, their live webinars. I use daily market commentary to improve my strategy. And my local scottrade Office Guides my learning every step of the way. Because they know i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Ranked highest in Customer Loyalty for brokerage and investment companies. With the nfl season starting tomorrow night on nbc at 7 30 eastern time, you dont want to miss ravens versus broncos. This week were hosting our own mad money fantasy stock football draft. The truth is, if you put half as much time into building your portfolio as some people put into building a fantasy Football Team, thats enough homework to let you rack up some serious gains and listen to the experts. I sure did. Last night, history was made when our mad money Team Fantasy Football League had our firstever live draft and i was cheating. I mean, i was texting with Espns Adam Schefter the whole time. You can follow in the mad money team league this season by checking out the hash tag mmtouchdown on the social network of your choice. But the other reason i love the nfl analogy, putting together a firstrate football franchise has something hugely in common. The need for diversification. You cant make a Football Team out of nothing but quarterbacks although a couple of guys tried that last night. Or only a wide receiver or an entire team of kickers. Anybody knows thats completely ridiculous. The same way you cant make a portfolio out of five stocks. You need different types of stocks to fulfill different needs. Last night we drafted three and along with starbucks and disney and one pick for tight end 3m. Tonight i told well fill out the rest of the team. Well draft some Wide Receivers, defense, a kicker to round things out. People think defense too early i dont know. Lets start with the receivers. In football, your Wide Receivers are the fastest men on the field. The guys you throw the ball to when youre trying to make a big play. So in stock terms that means we need something with momentum, something that can still have a ton of upside like the ski daddy skis which is my team, and with a Management Team that knows what to do when it gets its hands on the ball. The Wide Receivers are notorious head case selections and we have tailored our picks with that in mind. In other words, you want a player like Detroits Calvin Johnson also known as megatron cincinnatis a. J. Green or dez bryant from the cowboys, oh, sorry, dez, you, if youre looking for a wide receiver for youre looking for a wide receiver stock analogy here its amazon. Com. Just like calvin johnson, amazon is coming back from the injury which it reported at the end of july which many people considered disappointing. But the stock has started to rebound. I wouldnt bet against amazon. Amazon has a terrific longterm track record and the company is incredibly ambitious. Amazon does everything it