Francisco for our invest in america series where were taking a closer look at some of the biggest names in tech and how theyre changing the way we think and do business and live. Its an amazing thing. You know what . Its also a beautiful thing when the old economy and the new economy converge. Thats what happened today when the averages with the dow jones rallied 113 points, s p advancing 0. 43 , nasdaq increasing. For much of 2016, thats not been the pattern. Oils rallied, distinctly the old economy, or you had the tech stocks, the stocks that dominate our cell phones. But not today. Today they coexisted. What makes this deelectricitiably bullish combination come about. Two different stimuli. For the old economy, its the price of oil. For the new economy, its the price of innovation. Lets start with the former. Today we got Oil Inventories and once again they showed a downturn. Remarkable given the glut we know does exist. Now, its entirely possible that one day well find out that these 10 30 a. M. Numbers we so prize are no longer an accurate read of the supply or the demand of oil. All the market cares about right now is the thermometer is flashing red hot with oil up 1, closing in on 50. It was almost 40 bucks a couple weeks ago. Traders cant resist e kwalting that rally in oil with a robust economy, so they extrapolate. How about caterpillar, up wednesday again as people presume its business has got to be better, right . Now, i do think that the recent asian numbers which showed yearoveryear growth not that long ago at last justifies some rally thats taking cat to a new high for the year. Up to 89. 87. Thats an amazing buck 91 gain or 2 on top of a lot of other points or they buy the stock of boeing, which increased 2. 41 or 1. 82 . Thats a solid move given theres been negative publicity for the dreamliner flight. What. Rails, Union Pacific which once again hit a yearly high, increasing 1. 87 or 1. 93 . Now, i need you to understand this. You have to get that in each case of the stocks i just mentioned, these rallies are what we call animal spirited rallies. Its the animal spirits of the market talking. Thats because do you know that all three, there is no new news on any of them. You know what, theres hardly any news of any of the dozens of other Big Industrial stocks that rallied today. In other words, the move cant be justified on conventional earnings. We havent even had any reports. The season hasnt started. Its being justified by people willing to pay more because somehow, based on oil, they think things are Getting Better. What else happens when things are Getting Better . Well, Interest Rates go higher, demand for money. What happens when that happens . The banks profit from it. So of course the stocks of the banks had an excellent day. When the financials do well and here im even talking about get this. Stop trades. I mean wells fargo . When even that stock goes up, then its going to be a huge rosey hue for the stock market. Its what happens when they go up because it creates a terrific backdr backdrop. We know the banks have continually disappointed in the end, so please dont get too excited. I know im not. The reports are right around the corner for the group, and i do not expect good things. But every dog has its day. Hey, today was the banks dog day. Needless to say the oils went up, and the oil stocks themselves are returning to level we havent seen since midaugust when oil last looked like it was breaking out. The oils like the banks tantalize. When i say tantalize, because they tend to fail and they tend to fail because oil files at 50. Why is that . Pretty simple. Do you know what 50 so many u. S. Producers again to make a lot of money that the spigot that they can turn off and turn on gets switched on. Oil flows big in the country and prices fall again. It is selffulfilling. I bet this time is no different. But how about that second economy . The new one. The one we came out the west to cover. Now, here the themes are totally apart from the old economy. They have nothing to do with oil or Interest Rates or the fed. They have much more to do with data, reams and reams, trillions of pieces of data. And mining that data and making sense of that data whether it comes from the cloud or social media or mobile or iot. Could they just call it sbnlt of things . Is that hard to say . Its about using Machine Learning to find out what the data is saying. Its about using Artificial Intelligence to intuit what you should know about what the customer wants because these things arent smart enough anymore. We got to use the machines to figure it out. Or you want to put it another way. Maybe one way thats more to the point. Its about trying to keep up with or beating a giant, a colossus that happens to be 807 miles to the north of where im standing. Its about beating amazon. Thats what i heard all day today. Amazon, you see, is the one that seems to say one step other head of every company, trying to sell in the multitrillion dollar retail market. The largest tam out there. Thats because amazon has the best Artificial Intelligence in the world. Hey, if you like this, then youll like that. If you like jim cramer and squawk on the street, maybe youll like him for mad money. Thats like amazon, okay . How do you rival it . Salesforce. Com has made a strong case that this years 171,000 strong dream gors force, that you can have the best mining and best tjs if you put your info on the sales force platform. How much do these companies prize and waunts more data . How hungry are they to pro accessory with what you know and how you know it and what you want and what you might want and when . Do you know thats the actual real driver behind all of this talk that cant seem to be skilled. Im talking about the talk that mark benioff is going to buy twitter, the last big fire hose of data available, that isnt being interpreted or used correctly because twitter management isnt up to the task. How many times did i hear that today from different people . So will sales force buy twitter . Im not a tease but not that much of a tease. Mark ropeadoped me when i asked over and over when i asked. And i think the companys even pondering of it, were talking about a Company Spending 20 billion to buy another, so if hes looking at it, admitting to pondering has driven stock down 5. 48 today as many owners of sales force, large mutual funds voiced displeasure at either the high asking prize or the declining asset that salesforce might be purchasing. How do you express displeasure in the stock market . You sell, sell, sell. Call it a trial balloon that the market shut down. Perhaps an harbinger of a dumping of the stock that would occur if a 29 bid were launched. Much more on this story later in the show. These are long term trends and today the companies that benefit from the plumbing of the oceans of data, chief among them amazon hitting another all time high today, up 10 bucks to breach the 400 billion market. Bottom line, today the two economies cole essed and the market put on a darn good show. Dont get too confident. Soon were going to get actual numbers from all the stocks and companies in these groups and when we do, i wouldnt be surprised if some of the big rally stocks today are not backed up by the facts of the companys result. Amy in maryland, amy. I own 500 presplit shares of rr donlely. Could you please explain the three new parts and should i hold or sell . Well, the three new parts, this is tom quinn lands gold of brieing out a lot of value and youve got some very good parts including the old line publishing business, some data businesses. Lets put it this way. I have opined on this many time. I think toms got 20 worth of business tied up within that stock, and you got to hold on and let the pieces make the money for you. I think they will. All right. Listen, the old and new economy converged today. It was a beautiful thing. But be careful. I dont know if it can last. Coming up on mad money tonight, whether its 500 million accounts at yahoo or the legitimacy of the entire american electorate, high profile hacks have might say ber security number one for business. Tonight i talk to one of the industry leaders. Plus conselllation brands is buying another bottle in your liquor cabinet for 170 million. Find oud more about the booze big shot in my exclusive. And is sales force ceo mark benioff preparing this bid, or is it chimerical for twitter . Well learn more about what brought 171,000 people to dream force. Just ahead on our special invest in america, defining the future. Stay with cramer. Announcer 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. The worlds most exciting technology. Doesnt go on your wrist. The highly advanced audi a4, with classleading horsepower. Narrator it wasnt that long ago. Years of devastating cutbacks to our schools. 30,000 teachers laid off. Class sizes increased. Art and music programs cut. We cant ever go back. Ryan ruelas so vote yes on proposition 55. Reagan duncan prop 55 prevents 4 billion in new cuts to our schools. Letty munozgonzalez simply by maintaining the current tax rate on the wealthiest californians. Ryan ruelas no new education cuts, and no new taxes. Reagan duncan vote yes on 55. Sarah morgan to help our children thrive. Some companies, well they just dont know when to quit. Take a look at constellation brands, the terrific Alcohol Company thats the world leading purveyor of premium wines and the Third Largest brewery in the united states. Constellation stock is on fire because they have the rights to pacifico, some at bar san miguel, and they also mike my favorite tequila. Plus they are killing it in wine and craft beer. Just this morning they reported another fabulous quarter, delivering a 12 cent earnings beat, taking the stock to an all time high. Sales up 17 yearoveryear. This is about the Fastest Growing packaged good company in the world, and its gotten their by making shrewd acquisitions and then growing them and taking share in every category they touch. Today they announced a for ray into the highend whiskey business with the purchase of high west distillery. Will they work the same magic . Lets check in with rob sands. Hes the president and ceo of constellation brand. Mr. Sands, congratulations on a monster beat in this mornings earnings report. Thanks, jim. Appreciate it. Rob, i got to ask you, you did it again. You bought a company, this time for 160 million, that aa lot of people were questioning what are they going to do with whiskey . But i have seen what youve done in terms of igniting a brand. Can whiskey be as big as what youve done for prisoner mee ohmmy . Yeah, i think that it can be. Look, high west is a fantastic brand. The category, craft, bourbon, rye, one of the hottest categories in the business today. This is one of the hottest brands in the craft bourbon and rye whiskey category, and so if you take a look at prisoner, you know, growing 35 in ir, a. You take a look at mee ohmy growing 60 in iri. You caketake a look at casa kno play, 40 . We can use our sales and marketing expertise and our organizations and our Distributor Network to, you know, really jump start a brand like high west, which already has unbelievable momentum. All right. Rob, lets talk about when you speak of momentum, july 4th is a big beer holiday. And from what you said today, you won july 4th. How can mexican beers win july 4th in america . Well, i guess thats america today. But, look, weve basically won the whole summer, right . We call it our 120 days of summer period and promotional activity. This is the most important period for us. You know, we have generated 60 of the entire sales growth in the entire Beer Industry over that period. So, you know, were really the leader in growth. It was a terrific summer for us. We gained share totally across the board. You know, our fantastic craft beer, bell as point, very, very strong results during the period. Corona, mow del low es pesial, pacifi pacifico, the new 24ounce can is the number one growth skew and iri of any new beer skew introduced during the period. So just terrific momentum behind our brands. Lets talk about wine. I was in napa valley this weekend, and i saw what i thought was a very lets say midrange price, 80 dd mee ohmy prisoner. You figure out the price point and you exploit it. That wine, below opus, above some of your other up brands. How do you price these things, and how do you know what sells in america . Well, you know, obviously we know sort of where to fish as it relates to price points. In wine, its been a terrific premiumization story with the consumer moving up towards more expensive products. So you take a miomi at about 20 a bottle thats really right in the sweet spot of whats really hot right now, and you take a prisoner at 40 a bottle. You know, 91 points in the Wine Spectator this year, which means that its extremely highly rated wine. You know, how do we price it . It really is a function of the cost of the product. Its about, you know, the type of grapes that go into it. And on these higherpriced products like miomi and prisoner, which are produced out of some of the most expensive grapes, they have a cost structure, and theyre of a quality that warrants the price. So it really is about, you know, the quality and the cost and the delivery of that quality to the consumer that dictates what the price of the product is. Well, rob, you got it right again. Congratulations on an amazing quarter and the stock at an all time high. Rob 157bds, president and ceo of constellation brands. Good to see you, sir. Thank you for coming on. Thanks a lot, jim. Yep. Mad money is back after the break. Announcer coming up, is the ceo of sales force planning a big acquisition . What my shareholders want, im confident of this, is they want me to look at every single company, pick out the best ones, and do the ones that are in their interest. Announcer cramer finds out in mark benioff wants in on the twitter sweep stakes when mad money returns. This car is traveling over 200 miles per hour. To win, every millisecond matters. Both on the track and thousands of miles away. With the help of at t, Red Bull Racing can share critical information about every inch of the car from virtually anywhere. Brakes are getting warm. Confirmed, daniel you need to cool your brakes. Understood, brake bias back 2 clicks. Giving them the agility to have speed precision. Because no one knows like at t. Yeah. Well, we gotta hand it thto fedex. Glasses. Theyve helped make our ecommerce so easy, and now were getting all kinds of new customers. I know. Can you believe were getting orders from canada, ireland. This ones going to new zealand. New zealand . Psst. Ah, false alarm. Hey you guys are gonna scare away the deer idiots. Providing Global Access for small business. Fedex. Announcer from Humble Beginnings in a San Francisco apartment to today, salesforce is venturing into the tech of tomorrow. But will big deals and bigger rumors help it claim the crown in a consumer economy, or will the stock fall short . Could there be a more momentous time to be in San Francisco. We came out here for sales forces dream force conference, the annual pilgrimage for all things related to cloud computing. This comes right after the companys 700 million acquisition of crux, a Marketing Data start up at the same moment when rumors are swirling that salesforce might be in the running to buy twitter. The Twitter Company has been hounding the companys stock. As i said before, i think twitter has the potential to become a valuable asset under a company like salesforce. Thats not how its run at the moment but if you look at twitter as a treasure of data, you can see how a potential deal might make sense at the right price, right price only. Either way, though, a highquality growth stock right now is getting slammed, and i think its creating a buying opportunity. So earlier today i got a chance to sit down with mark benioff, the visionary cofounder, chairman, and ceo of salesforce, who also of course happens to be the ring master for the dream force conference. Take a look. Mark, why do 171,000 people congregate each year this year the most ever for a conference . Jim, this is our family reunion. Its our customers, our partners, are employees. Were all getting together to welcome each other home. This is a very important day in salesforce. Its when everybody is able to come together, share what theyve learns, figure out what their path is going forward, and celebrate. Thats what dreamforce is. Oh, and give back. Were giving back in scale. One thing that ive learned from this trip more than ever is the people who can use your platform dont necessarily need to go to stanford comp sign. That is 100 true. You know theres only 1,500 programmers in the world and i think you tiched on sales forces secret sauce. We have this amazing platform. Every year we add something new in that platform, to give our customers the power of the best Computer Science technology. First it was the cloud. Then it was social. Then it was mobility, you know. Then it was i. O. T. This year were adding Artificial Intelligence. So all of these incredible customers are dgoing to have al the pours of machine intelligence, Machine Learning and deep learning right inside the sales force platform. Let me ask you. This is the event, okay . And yet somehow its gotten caught up with something that you could end, which is this notion that youve kicked the tires, twitter. Youre trying to figure out whether to pay for it. And lets just end it and just talk about einstein. Lets forget about buying somebody else. Well, jim, you know the reality is that salesforce is a super innovative company. Forbes has said one of the most innovative six years in the row, even innovator of the decade. Innovation comes both organly and inorganically. We look at a lot of deals. In fact, we look at most every deal, but we do almost no deals. A 20 billion deal, would you ever say, our shareholders do not want me to go borrow a lot of money even if i have partners. They dont want it, and im beholden. What ply share olders want is they want m