Sometimes the stock goes higher because the company it represents is solving unmet needs. Thats what got me going today as s p advanced pts 3 and nasdaq. 75 . Really hang in there despite this threat of higher interest rates. Lets give credit where credit is due. He put this idea in my head last week when i interviewed him at the ugg Australia Store on madison avenue. He explained to me his whole career has been about inventing new products that address unmet needs. He invented the first aerobic shoe at reebok. He invented a casual dress shoe, ro rockports and sneakers that help people with knee damage return to running after years of overwhelming pain if we attempted it and hes come up with a shoe specifically designed for the active yoga enthusiast. A group probably growing faster than any other athletic cohort at the moment. Decker has been on fire. Another 52 week high today. Which brings me to a host of other companies solving unmet needs beginning with, yes, of course t Company Everyone is talking about apple, yesterday apple unveiled two products i think address unmet needs head on. New iphone and the apple watch. First i dont know about you but i cant believe i havent been able to use my phone to pay for everything. Its secure, its handy. I dont have to dig out my wallet. I dont have to type in my pin number. I dont like to give people my credit card because i dont know what theyre going to do with it. I left my credit card at stores countless times for getting it or being a victim of a sales person or waiter that didnt bring it back to me in time. I lost my credit card overseas and it wrecked my vacation but i never thought one company could make it happen because i accepted the possibility that any entity could get a coalition of conceivably unwilling forces, stores, restaurants, Ecommerce Companies as well as mastercard and visa. Who would be that powerful. Who could corral all the different constituentcies and keep it a secret. How about itunes or got the wireless carriers to subsidize its only products. How about an the company that doesnt pay its Developers Anything for the software. How about the company that has your credit card and mine and hundreds of other people on file. How about apple. Its a giant unmet need. Its now being met. You know, unfortunately you get older you to go to the doctor a lot. I go to the doctor a lot. It just happens. They always take your vitals and make you come in and give them the data you always gave them. They always make you fill out form after form. Same stuff each time and then they take the same readings as the other doctors you saw. They urge you to exercise more and eat a healthy diet. What is a good diet . One that helps your heart rate . How much exercise are you get something i didnt a device that can tell me how im doing without having to go to the doctor. Especially in the new healthcare world where deductibles can be as high as 5,000. I want to be able to take care of myself and i want the data right at my fingertips or at least my wrist. I have a flashing light in my car that says maintenance required. I want to light that for my body and i want that to be downloadable to my Doctors Office without the paperwork and time suck. Is that too much to ask . Maybe the Health Care Industry will do it for me. Maybe the government. Maybe a medical Device Company . No, no apple did it with their new watch and when people start writing apps for it i bet i can get all the custom information pushed to me on my watch and then right to the Doctors Office which is a lot better than in my phone because have to tell you something when im using my phone a lot of times it looks rude when i take it out of my pocket. I live in a house where pulling out your phone to get information is still considered impolite. Youre talking. Youre not playing on your phone. I dont think im alone in that. Particularly if youre a parent. Checking scores, checking fantasy points, heck, checking the espn insider with 3 million followers that can turn in my fantasy lineup, maybe yours, probably not is taboo when im out to dinner. But turning my watch to my face, oh, you could sneak away and get that pretty easy. Right now my fancy one, do you know what it does . It tells me the time. The time, i mean talk about unhelpful. Talk about what i already know. I want to know stuff thats on my phone that i cant look at. I want to see whos calling before i take it out of my pocket. Talk about an unmet need. Apple met it and met it big time. I want a watch that can tell me more than time. Its totally legitimate to wear it at all times. I want an apple watch because it could keep me alive and even better it lets me get away with finding out a lot of critical information like football scores without getting in trouble by loved ones. Thats a win. Its a w. All right, now apples not the only company solving unmet needs. The kids i know love to show and tell what theyre up to so they get gopros and film themselves doing anything and then make movies and share them. People like that. I think everyone except soccer players wants to show us what they look like in action with the gopros in their head. Its not just surfer dudes anymore. It met an unmet need. Anyone thats ever paid the prices you shell out for any damage to your car and it is astronomical knows theres a serious unmet need to avoid collisions. Mobile eye has the best technology out there for collision avoidance. Unmet need solved. Then theres twitter. We always wanted instant news and analysis of what we carried about that we can look up quickly. Not what the journalist told me we needed to know or care about. Twitter solves that need. If you were like me when youre growing up you knew everything there was to know about people, places, and things that begin with the letters a and b. Thats because the supermarket sold encyclopedias back there and gave customers a special deal on the first two letters of the alphabet. That was also the extent of our knowledge. Google solved that for everyone. Now i can find out about anything people, places and things that also begin with the letter c through z too. Of course bio tech is the most obvious place to find solutions to unmet needs. Gilead invented a cure for hepatitis c. Regeneron has been terrific because theres a need to get cholesterol levels down to safe levels but not just bio tech. Hanes and white wave foods met it. Green mountain meets the need of coffee drinkers that dont have the time or inclination to boil a pot every morning. In each case the demand was there. We just didnt have a product to meet it. With apple sometimes we didnt even realize we needed something but they came along and not only pointed out the need we din know about ourselves, they saw the forest too. One last thing, maybe others released similar cool devices but i never heard about them. You see, im one of the tens of millions of people who either watch part of the apple presentation live or read one of the gazillion articles about it. How much did all that publicity more than any other ten competitors could get, how much did that cost . Nothing. Its apple. The bottom line, who else can meet an unmet need and get that kind of spublicity . Nobody but apple. The company i tell you every night not to trade just to own. Lets go to larry in massachusetts, larry. Caller jim, how are you tonight . Whats up . Caller ads was a compelling story for you after they announced they were going to hire 1,000 new workers to keep up with demand. When kroger announced the 20,000 worker hiring plan they continued to store but after ads announced the new partnership with stores stock was slammed yesterday but the launch of a game stop branded private label Credit Card Program for their Credit Card Program seems exciting. Do you agree that apple pay is no threat . Wow, what a great question. It is kind of like dorney park when its closed alliance data. Have to look into why it hasnt moved yet. You know i do like the stock but its not moving on any of the good news. I dont think apple is influential at all for them but we have to find out. Youre right i just looked at the stock. Thats exactly where we left it. Omg. Im doing some work. Jay in washington. Jay. Caller booyah jim. Im calling you today about g. T. Advanced technology. Jim im in a confused house of pain down 30 but today in the street there was an article that showed the chart of g. T. Crossing the head and shoulders crossing the neckline and also below its 200 Day Moving Average but chinas tech Company Last Week became the first to announce the use of sapphire screens as well as is jp morgan accepting the adoption of sapphire face plates for smartphones to rise next year. What do you think . I dont want to give up. I was watching yesterday on squawk box and he was telling you sapphire doesnt cut it. Theyre going to stick with gorilla glass and i was thinking that is going to crush gtat. Thats the way this business works. Well take a look at it then. But its still for sale from what i can tell if it goes lower. All right its all about solving unmet needs people and apple has a way of solving unmet needs that we didnt even know we had. Whether its hollywoods elite or your purchases at the countrys largest Home Improvement player the battle for Cyber Security is taking center stage. Im unveiling the companies on the front lines. Then i talk with one that surged 10 today. Theyre trying to make the enterprise more secure. Find out if they can continue to lock down profit. But first oil has been on a real decline. Theres one play in the space that may be worth buying right now, tomorrow morning. Im going to reveal it. Stick with cramer. Dont miss a second of mad money. Follow jim cramer 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. Take and. Exhale. In. Aflac and a gentle wavelike motion. Aahhh ahhhhhh. Liberate your spine, ahhhahhhhhh aflac and reach, toes blossoming. Not that great at yoga. Yeah, but when i slipped a disk he paid my claim in just four days. Ahh four days . Yep. Find out how fast aflac can pay you, at aflac. Com. You have to know what drives things. Know why your stocks can go up or down. Know the metrics behind the sales for heavens sake. Thats how i would have responded to a twitter follower when he asked me why eog goes down every day. You have to know what drives stocks. Sometimes this racquet rarely but does make sense. Eog is an oil stock. It makes money by pumping oil out of the ground and selling it. So when the price of oil goes down as its been doing pretty consistently as of late then eogs stock goes down because its an oil company. The other day kmn else asked me why are the banks rallying despite being hit with new surcharges despite bank beings too big to fail. Doesnt their crimp their earnings the man asked me . Hey, made some sense. Yes it might if the bank you own is under capitalized meaning it cant meet the feds new standards. In truth is the bank stocks go up or down depending on interest rates. Thats the key metric. If banks go higher they make more money. If they go down, they make less. Right now rates have been rising of late so investors are concluding that when the banks report next month their stocks will rally on better than expected earnings so why not do buying ahead of that. Thats why the banks are going higher. I know that for some of you this may actually seem counter intuitive. Isnt eog growing its reserves . Isnt apache becoming bigger in the u. S. . These days the market is dominated by Exchange Traded funds. In other words an etf that owns the oil stocks can push the whole group down even if some are doing better than others. All oil stocks are linked with the price of oil through the etfs which dont discriminate between a company like exxon and a company like eog thats finding new oil like mad. So it just doesnt matter when Oil Prices Fall the Oil Stocks Fall too. Joined at the etf hip, simple. A better question might be whats behind the decline in oil when russia could be on the verge of holding exports or kicking out Foreign Oil Companies when nigeria facing the possibility of an ebola epidemic and when iraq is one battle away from losing its oil production. How can the price of crude be going down. Now an amazing 15 from its june high. Theres two reasons. First traders believe when the dollar gets stronger oil gets cheaper. No longterm linkage between the dollar which has been abnormally strong and oil as my friend and colleague at the street. Com can tell you. Hes researched it better than anyone. But right now traders send oil down any time the dollar goes higher. Since its had the move up against the euro thats triggered a lot of oil selling. We know the u. S. Is producing more oil than it used to and thats keeping supply above where it would otherwise be but the world while turmoil makes it a good investment and not a bad one. Start buying the oil stocks. One doing well but gives you dividends for the down side. Thats the ceo i spoke to last week where things are going fabulo fabulously. I say you buy some expecting that oil could drop but if it turns it will turn wildly and aggressively. Royal dutch wont fly as high as the spring that is eog youll do quite well and in the meantime youre being paid to wait and are some what insulate from a big decline with an almost 5 yield. What can i say . How about better than a sharp stick in the eye . Karen in new york, karen . Hi, how are you . Im fine karen. How are you . Good. I wanted to know what you thought of first energy. Well, ill tell you, you hate to just be so blunt about it but i regard first energy as a second rate utility and i like best of breed utilities. Thats why i always send people to aep or to dominion. Those are the two best run. Those are the ones i want you in. Coned a third player thats very close. Sure sometimes things play out counterintuitively but oil is a good place to be. Royal dutch shell to be specific. From celebrity personal photos to the target breach. Hackers arent waving the white flag when it comes to your sensitive information. And one of the top Cyber Warriors in the game is going to join with me to discuss the stocks amazing 70 march higher today including today. And dont go into the battle without the proper arsenal. Ill help you sharpen your wall street weapons when we play am i diversified . Stay with cramer. I make a lot of purchases for my business. And i get a lot in return with ink plus from chase. Like 50,000 bonus points when i spent 5,000 in the first 3 months after i opened my account. And i earn 5 times the rewards on internet, phone services and at Office Supply stores. With ink plus i can choose how to redeem my points. Travel, gift cards, even cash back. And my rewards points wont expire. So you can make owning a business even more rewarding. Ink from chase. So you can. You dont need me to tell you that Cyber Security, the need to protect our data is now a powerful bullish theme. First we had the big data breach at target ten months ago when 40 Million People had their credit card information stolen and then recently home depot was cracked a couple of weeks ago and then of course there was the extremely ungentlemenly icloud breach where the hacker got his greasy hands on a bunch of naked photos of celebrities. And these are just the ones you hear about. As more about people and Companies Move their data into the cloud its going to be obvious that the need for serious Cyber Security protections is getting more important by the day. Last year the Global Security technology and Services Market was worth 67 billion. But 2016 it should be worth 86 billion although that may turn out to be conservative. As i said this morning Cyber Security is a business rapidly becoming a huge business with leaders reaping rewards. With that in mind tonight i want to revisit my favorite Cyber Security names. I know you love these at jim cramer on twitter so you know how to play this powerful longterm trend thats frankly accelerating and not decelerati decelerating. My favorite Cyber Security company easy its panw. The next Generation Network security provider. They may have the best technology in the business. Palo alto has been around for 8 years but theyve always been a pioneer. They were the first to market with a concept of a next generation firewall which combined the additional firewall with functionality and an intrusion pro prevention system. In other words going with palo alto simplifies your Network Security infrastructure rather than needing to go by various different products from multiple vendors. Lets consider it a one stop shop. Thats why this company is growing by leaps an bounds and has a accelerated growth. Now palo alto reported a total blowout quarter last night which is why the stock rallied 9. 47 or 10. 27 today so on the verge of my 100 price target the people laughed at me about when i made it 40 points ago and were going to come back to this one later in the show when we talk to the companys ceo. For now let me just say theres a reason the stock made a brand new all time high today. Palo altos product versus a major technological edge over the system. They build a better mouse trap here. Most reduce the speed and efficiency of a network and when you use the firewall appliance you see much less performance degre dags than you get from any of the companys rivals. Plus two months ago the company settled i have to sneeze. Trying to hold it back. Colossal lawsuit with juniper giving them a one time pay out worth 175 million which removed an overhang. We had the ceo and when it happened everybody breathed a ss sigh of relief. More on that later. Even with the stock up 71 year to date, you know what, i think there could be more upside here although given todays massive run maybe you want to let it give up a couple of points. Theres no reason why you have to get in after stocks up nine but a Broader Market wid