He sold apple sell, sell, sell thats the stock hes closely linked with. He is concerned about chinese weakness. Those comments tipped the scale the whole day and sent the market plummeting. S p 500 lost. 92. Of course, apple got crushed again, losing another 3 . It is in total tech purgatory for the moment. Does this kind of action make sense . I totally understand why people would feel nervous that icahn doesnt like apple anymore. He has been such a supporter. It was like a jarring end. You have to decide for yourself whether you like the stock our dont. You have to rely on your own judgment. Not carl icahns when determining whether to love or hate individual koixs it is your money. Not his. The question is, im sure people thought, why dont i just sell everything . People are panicking left and right. It was a bad day. Ill tell you. Why ill tell you why you dont sell everything. There are plenty of companies that are delivering on the promises right and left at this moment. And they were blotted out by the icahn selloff. Amazon looked pretty techie during the day. Then after the bell this Company BeatsSales Estimates by more than 1 billion. It reported a profit almost twice what analysts expected. It is roaring. One thing for certain. This company is a major reason why the rest of retail is weak how about linked in . When this Company Reported in, like what apple did today. It showed excel rating demand. Much better than the last quarter. What a switch stocks going higher. How about expedia . It rioted a 9 cent profit. People were looking for a loss. It is starting to see the home acquisition but everyone was so concerned, maybe they sold it. Did you sell these because of the ma lives that i jount lined . The stocks were rallied to be swept out by the icahn move. I want to be positive on a day when everybody went negative. It is a stock that should have been upbeat. It is the stock of facebook which i can say was only up less than 8 and would have been up much more if icahn hadnt called in to wattman. You see, facebook shows you exactly what a stock needs to stand like a brick house in this kind of ugly environment that weve got from two to four. This company gave you everything you want why. Dont we pull it apart so you know what a good company is doing here. First the companys revenues, 5. 4 billion. Thats staggering. 52 . Up roughly 150 million. They earned 77 cents per share. When the analysts were looking for 52 . And facebooks advertising revenue jumped an astounding 57 . 5. 2 billion. 82 coming from mobile. These numbers, theyre almost down right sterile. Compared to whats really going on at a company like facebook. In a few short years this company has literally changed our lives. Making the sort of impact that most businesses could only dream of. Except for maybe amazon. Facebook is now 1. 09 daily active users. And they spend an average of an hour a day. A billion people are finding an hour each day to be on a network that didnt exist a dozen years ago. A network. And thats how this company can grow its gross margins. It gets to put in more ads. Why . Because you put in more contend. Facebook has done this on your phone which is the real secret. Because your phone is always with you. As Charles Sandberg pointed out in last nights amazing conference call, consumers have shifted to mobile and businesses need to catch up. We hear from marketers that figuring out mobile is like if i canning out tv in the early days. Given where consumers spend their time, it is not if they should market on mobile but how . Think about what facebook has done here. It that i have had from a desk top dinosaur to a mobile monster in no time flat and then was able to take advantage of all the things accompanied like the now down and out apple. At least the stock, not the company, has on its cell phone to create a better experience for viewers and advertiser that can be found on tv. We dont lug Television Sets around but were lost without our phones and the picture is often superior tom of tvs. It is a fancy way of saying facebook creates a platform and you destein plaign the platform. Customers buy them right then and there. Did you ever try to press a button on your tv set . Nothing happens. If you touch the glass, nothing happens. Perhaps the best part of skaul when sandberg gave a perfect example of how facebook is taking over the world. The reason why were willing to pay more for its stock. It is called canvas ads. These ads show case products by combining video images and call to action buttons. Press your tv, nothing. Press this, stuff comes. How does it work . He explains how lowes, we all know lowes, motivated millennials to take on selfhelp projects. She said it is focussed with canvas ads that lets people see designs and tap to purchase. Tap to purchase. How great was it for lowes . According to sandberg, the ads were so engaging that people sent an average of 6 seconds with them. The reason facebook roared today but wasnt finished roaring is that it is the optimal method for advertisers to connected with with the average but hard to reach millennial demographic and get a dynamic return. Especially since this age group uses what they buy to everything else, their phones. Facebook is a High Definition tv that puts on commercials that youre interested in watching. You watch the full commercial wrap which almost never happens on television and then you buy what you see. If you give the right ad, they give you 6. All right. 6. 70 while youre locking up the demographic that motor matters to your business. Knob wonder theyre averaging 62 . 49 in europe. The payout for the advertisers is magnificent here and the cost to produce the additional programming facebook needs to attract viewers who are interested in what the advertiser have to say . Let me calculate it. Nil. Plus nobody can do this. Only amazon can compete. Because it is in sync with what you bought before. Unlike facebook you have to pay for it. In other words the Facebook Stock story is about as unassailable as it gets. Thats why it can roar higher. And why it is not finished. It was blunted by icahn. I think it would have finished higher. Facebook and amazon. And pedia and linked in. These are all tech. Maybe the stocks. Now theyre thriving. So before you throw out everything, one smart man is worried about everything. I dont remember these stocks, right . How about these for bottom line. For all the talk about tech, the f and the a of fang look pretty darn good. Do you know what i say . Two out of four aint bad. Lets go to california. Pat . Caller thank you for having me. Im calling from huntington beach, california. A birthday booya. Im liking that mood booya. Whats up . Kale wanted to ask you about deutsche bank. A little over year over year. Do you know 58 . But the euro dollar has been going stronger since november and deutsche still beat analysts expectations this morning. What are your near term thoughts . I was surprised. I was awake when it came out and i said thats interesting. Thats not nearly as hobble and bad as i thought. Thats not a great reason to own stocks when stocks in this country are selling way below book. But i think it is not going down. I think thats the case. I think the dollar is done going up. To bill in florida. Caller ive been watching you since the f and m days when you went on as cramer and burk wits. Ive been watching you forever. I used to watch with my wife and they had ads and things, lumber liquidators. I watched and i never bought it on the way up. On the way downey heard about the sxoots if formaldehyde. In march i said ill take shot and i bought it. On april 5th, they won the prop 65 lawsuit. My question to you is, buy, sell or hold . You know what . Home depot was down really badly today and thats best of breed. I want to compare them. If you are lumber liquidators, sell and go buy home depot. Take advantage that home depot is down. Retail could be strong. Facebook has everything we want out of the company. It is an assailable as it can get and thats why it rallied. And it is probably not done because it got blunted by the icahn selloff. On mad money, something were not used to digesting. An earnings miss. The stock took a big hit. Then could this mark the end of the troubles plaguing Health Care Stocks or is it just a start . And tech talk. Tonight a voice to amazons echo as that stock soars after the close. You dont want to miss this one. I suggest you stick with cramer. Dont miss a second of mad money. Foll follow. Or give us a call. There miss something . Head to madmoney. Cnbc. Com. Which allergy . Eees. Bees . Eese. Trees . Eese. Xerox helps hospitals use Electronic Health records so doctors provide more personalized care. Cheese . Cheese patient care can work better. With xerox. Thats it. How was your commute . Good. Yours . Good. Xerox real time analytics make transit systems run more smoothly. And morning chitchat. Less interesting. Transportation can work better. With xerox. This cit added this other level of clean to it. It just kinda like wiped everything clean. My teeth are glowing. They are so white. I actually really like the two steps. Everytime i use this together it felt like leaving the dentists office. Crest hd, 6x cleaning, 6x whitening. I would switch to crest hd over what i was using before. Imagine if the things you bought every day earned you miles to get to the places you really want to go. With the united mileageplus explorer card, youll get a free checked bag, 2 united club passes. Priority boarding. And 30,000 bonus miles. Everything you need for an unforgettable vacation. The united mileageplus explorer card. Imagine where it will take you. We have to figure out whats going on at dominos. Working higher on the back of consistently excellent results. Occasionally it has run into some speed bumps. Today it hit a big one. It was regarded as a disappointing quarter senting the stock down nearly 10 . The Company Earned 89 cents a share when wall street was looking for 98 cents. Meanwhile the same store sales increased by 6. 4 . Down 810 basis points from last year. International stores climb. It has the best technology in the business so i have to wonder whether we should chock this up to a onetime thing. Lets find out. Lets talk and find out where the company is headed. Appreciate continue visitation. One of the things ive learned. Sometimes you can be the victim of your own success. Had you not had such unbelievable numbers last time, i think weve been discussing how youve been able to maintain this level of growth. How much is just the comparison . I think that has a lot to do with it. If you look, the last two quarters now. The Fourth Quarter last year. First quarter of this year. Weve actually had 20 plus twoyear comps. We were rolling over a 14 1 2 from a year ago. Frankly, 6 1 2 this year is still terrific. Ill take that. Great momentum in the business overall. In our international business, it did almost an 8 rolling from the prior year so i feel great about the momentum in the business. Okay. Lets deal with some of the things people say. When a stock goes down, you get these theories. One of my friends from squawk from the street. Perhaps there is pressure coming from a more resurgerient pizza hit. How do you feel with that . The big story is the big players taking share from the smaller players. And pizza hit had a little better quarter. They were rolling in negative comp from the prior year. But that really isnt it. At the end of the day, again, ill take a six plus comp any day. But there is something going. On i have to tell you. Buffalo wild wings didnt really the number. Ihop, applebys. Some of it seems to be a malaise from going out. Did something happen this quarter that made people want to spend less money . I dont think so. I think the category is still finding value in qsr. Certainly when you compare it to casual dining and some of the other options for our customers. So again, i go back to our numbers. I feel very good about the momentum in the business. You did talk about labor costs. And it kind of got bogged down. A lot about new york city. Is it that centric . We had a little in our corporate stores. Remember, were 97 franchised around the world. So at the end of the day it wont have that big an impact. We did feel a little with the rate going up in new york. That will settle out as we move forward. But no. At the end. Day, is that that big a deal . Its not. So what happens with your cash position . Lets say you think the stock got ahead of itself. You couldnt possibly do as well as last year. Do you wait for the stock to come down . The stocks are overreacting. You have a lot of cash thats building. You did refinance. And im curious what youre going to do with it. We certainly have more than we typically carry and thats really a function of, we did a refinancing in the fall. We added about 700 million to the balance sheet. We used 600 million of that for an asr that ran through our first quarter. In the meantime we have accumulating cash. It left with us the better part of 200 million at the end of the quarter. Were looking temperature and well decide what will general trait best return. It was really more what we were doing. That took up most of the window. We can do the buying and now well look at how well put the last of the cash back to work. Ive always thought of you as being the king of delivery. I got three different Delivery Service thats will bring anything to my house and they all seem respectable. Are you running into some competition from these new systems that, with a touch of an iphone will bring food from places that you didnt think so dominos is not top of the mind when it comes to delivery . Well certainly keep our eye on it. We do it better than anybody. Our Delivery System is more efficient than anyone elses Delivery System but well keep watching those players. I think a lot of them are struggling to make money at the marginal basis for those Delivery Services delivering things. I think oober and lift have done better at moving people but well see. It is something well keep our eye on. We look at our combination of great food, consistent delivery, doing that efficiently and the ability to give great value to our customers and we think that will continue to be a great combination. I have to be consistent in thinking where the holes might be. We have seen mcdonalds be very disrupted. Steve brooks has come in and done a lot of things. I think it is apples and oranges, happen burgers and pizza. Is mcdonalds disrupting your beats industry . They have taken a little more share and i dont think were feeling it. But mcdonalds is a big player. Mcdonalds starts growing again. There will be a little biof a share effect. At the end of the day. Pizza is so not consolidated that theres room to take in the pizza category. It is our job to put up good strong numbers. I feel really good about the momentum in the business. There were some takes from an earnings standpoint but i feel good about the momentum. The same storm comps domestically and be internationally. Good to have you on. Thank you. Thank you. This stock came up, went down, what can i say . Mad money is back after the break. Coming up, after apple and twitter got knocked, cramer has two more. Do they have the right components to rise from the tech rubble . Or are they in need of a reboot . Dont miss cramers take. Just ahead. Have we seen the High Water Mark in washingtons big pharma . Or all things pharma . Is the industry going on turn here . Is the worst over for the beleaguered group . Those were the thoughts that went through my mine. I was walking the ceo mike pearson issuing a mea culpa in front of congress. When it gets to the point where there are congressional hearings, historically, it is the end point. Not the start of a major attack on what the company does. That may be symbolic but it is the perfect jumping off point for what i see in pharmaright now. What else draws me to the conclusion that the big drought that started with drug company being pinatas . First, out of nowhere, consolidation. Big time consolidation. Like st. Jude, one of our favorites being bought by abbott labs. Ive long been a fan of st. Jude, frequent guest on mad money, and boy do i like this. I felt that st. Jude had the better mousetrap when it comes to the devices. And yes, they like the tax advantage. Remember, the arch rite rival mer merged. Something they acknowledged is an unfair advantage. It is time he came on the show. This deal is spectacular for st. Jude Share Holders but i think it will be good for abbott labs. Its crazy. They made an extraordinary hostile bid. A very strong oncology franchise. Then another anticancer play. Im seeing 45 billion worth in one day. All deals seem to be dead on arrival. They are rewarded with higher prices. One more stunner. First, an amazing cancer franchise. What a horse even on an ugly day like today. Ive seen much stronger quarters than the one we got this morning. It went higher although it did finish not near as high because of the icahn selloff. Gilead got slammed in after hours trading. Im calling gilead the outlier. I dont care. It is safe to say it is better off than wits the former ceo mike pearson. I sure didnt appreciate the way left. It is in total disarray. Staunching the bleeding the crucially hearing of the entire group. Especially allergen which i think gets locked in. So can they go from a bull market to a raging status like so many others . Heres the bottom line. We have an awful lot of signs the drought is over. So my conclusion is yes. I say it is time to buy. Specially weakness we saw. For almost every stock because of the icahn selloff that came out of nowhere. Caller thanks for having me. The stock im asking about, it successfully met at the end point. The rival was accused of disabilities. They only own 40 of it. They own 100 plus the gi market is growing 100 . Dont you think this stock should be i dont know. In almost everyone of my books i say when a chief Financial Officer resigns and we didnt expect it, we have to wait a little bit. Im in that camp. Im willing to say that it play, a terrific piece about why it could be approved. That is a different story. I have to find out about that cfo. My book says you have to way. Ive done too many, ive seen too many cfos and then wondery went in when others feared to tread. Caller from alabama, thanks for your good work. Should i wait for a pullback . Lets go to the one that, lets to go life science. If you really want to do something great and bold. Buy abbott after this merger with st. Jude. I hike abbott more and ew more. Even though abmd. What a great run. Is the worst over for everything pharma . I think that may be the case. Much more mad money ahead. Weve seen some trouble in technology. Im breaki