Some big winners, it could also start producing some big losers with the dow edging up 21 point, snaep declining marginally, and the nasdaq falling 0. 36 . Before i go into how things are playing out, let me say candidate trump may turn out to be different from President Trump. Candidate trump, what does he want to do . He wants to cut taxes, right . He wants to build infrastructure, build up our armed forces, and be tough on our trading partners. A philosophy that included scrapping nafta to get back at mexico and perhaps throwing tariffs on the host of goods we import from china. Last weeks rally was based on the first part of the premise. You got taxes, you build more and Interest Rates go high, which is good for the banks and theyve continue to rally. You give people more disposable income. Thats good for retailers and travel and leisure companies. You want to pump up our military, you need to order hardware from Lockheed Martin and northrup grumman, to name two. The moves in those stocks have been positively insane since the election. Its been a remarkable five days, hasnt it . But today we saw another grimmer side of the story. Today its sinking in that president elect trump might be very serious about cracking down on trading partners who take advantage of our domestic markets without opening theirs fairly. Its dawning on investors what it would mean if trump does more than just talk tough about imports and dumping. In other words, were beginning to witness the other side of the trade of the trump rally, and it might hurt as Many Companies as did helps. It might hurt some of your companies. We begin to see some of this weakness when tech last week. At the time i thought these declines might be happening because Money Managers needed to raise funds in order to buy the winners. In other words, they needed to sell something, and they chose tech. But yesterday we got some real provocation from the chinese, who have been pretty quiet about the ascension of president elect trump until then. Yesterday, the global times published an article that called donald trump naive if he started a trade war with china. I got to say that if they want to avoid a trade war, saying trump is naive is a really dumb way to do it. What would a trade war look like . What could the chinese do to us . A batch of boeing orders will be replaced by airbus, a european competitive. Then u. S. Auto and iphone sales in china will suffer a set back and soybean and maze imports will be halted. Those are fighting words that a typical u. S. President might blanch at, the kind who has ties to big business or who believes that you cant get too tough on the chinese because many of our American Companies need their markets in order to thrive. Chinese has 1. 4 billion consumers and without them, many Internet Companies based here will see their earnings get slamd. Thats why modern president s have feared the loss of those markets. Clamping down on the chinese could end up being counterproduck f counterproductive for jobs. But trump is no ordinary president. For as long as ive known him, and ive interviewed him many times over the year, trump has argued the chinese have gotten the best of our country on almost all of our trade deals. He said the chinese take our jobs awhile dumping goods on us. But he hasnt said about how many of our Companies Need their maths. I would describe his view as they need us more than we need them. In other words, he thinks theyre blustering. They need our goods. Theyre doing the bluffing. And even if they dont, we might be fine anyway. Se he said many times our nation doesnt know how to negotiate and loses when it makes these deals. He said to me if he ever a chance, the u. S. Would start winning. Hes getting it. Of course candidate trump may be more fiery than President Trump and maybe hell be more concerned about hurting our markets once he gets into office. Maybe not. Perhaps President Trump will follow through on all of candidate trumps rhetoric. We know that one of his closest advisors is dan dimicco. He also believes the chinese have been getter the better of us for ages. Hes been telling trump to be more concerned about how chinese trading chicanery impacts workers. In other words, a trade battle might really be in the cards if you want to level the Playing Field with the chinese. Maybe thats how you have to do it. Thats certainly what the stock market was saying today. The dramatic decline in the stock of apple. Apples vulnerable for certain. Trump has stated repeatedly apple should make more products here. Apple might be caught between the proverbial rock and hard place. At least for me, i know the chinese picked the wrong day to single out apple. As most of you know, ive been endlessly beating the drum that apple should buy harmon international, the brains of the auto company that has so much exposure to the connected car. And today samsung bought harmon for 112, a 28 freshmpremium te it was on friday. What matters now, though, is that apple is dragging the rest of tech down with it again because china is regards as such a strong market for technology. Maybe too strong. Another tough name for fang, facebook, amazon, net flick and google now alphabet. Netflix hasnt been able to get traction in china yet. Alphabet has zero chinese business. Free speech concerns. No matter, they all got hurt. Next, general motors, which has fab business in china saw its stock get nicked. Weve seen some Consumer Packaged Goods Companies coming down too. They need the Chinese Market to expand although the declines were more muted as the day went on. Its important to point out that boeing, the other company mentioned by name by the chinese paper, its stock actually rallied nicely today. Caterpillar which was not named saw its stock goes to a 52 week aid. Fedexs stock rally. Same with disney. Chinese could have easily called out chine maybe this is chine bluster versus american bluster. I think its worth pointing out after today we got a newfound risk to this market. The companies that have exported jobs overseas need overseas markets to make their profits. If trump were to tweet, to hell with the chinese, i think the part that has rallied might not make up for the part that got hammered. These International Companies had a pretty good run under president obama. They might have had one under Hillary Clinton. But with trump, not so fast, not so clear. He owes them nothing, a fact that seemed to endear him to much of the electorate. If trump is sticking with his Campaign Promises on trade, were going to find ourselves in a brave new world, perhaps too brave to many investors jerry in michigan, jerry. Caller jim, your program last tuesday, election day, provided some great Historical Perspective about where the dow was in world war ii and other times. Very, very well done. Oh, thanks a lot. I know last week was a good group of shows. I hope i can continue to deliver this week. Whats happening . Caller well, it was probably one of your best programs ever, but i think your best was when you were here at the university of michigan in april 2006. That was a great show. We did it inside the basketball. We should have filled the big house in retrospect. Caller anyway, my jim from last Tuesdays Program is about your emphasis on infrastructure stocks during the trump presidency. Do you see Waste Management experiencing any infrastructure pin action, and how much more upsiu upside do you see given the stock has doubled in five years. This is aid tough one. Youre absolutely right. Its a great infrastructure play. But David Steiner is departing. Hes been our guy. I got to get more comfortable with the new guy . Why . Theres been some situations ive been in where new ceos came in, didnt know them, kept recommending the stock and it was a mistake. Lets go to joe in my home state of new jersey, joe. Caller hello, cramer. Yeah. Caller i enjoy watching your show every day. Thank you. Caller you make a difference. Thank you. Caller okay. My question is on deere and company. Im in construction, and i own a lot of their equipment. I wanted to know with their slow sales of farm equipment, are they going to improve with the Trump Administration in . I would think that the answer is yes because they do have some infrastructure exposure but also because i think the farm cycle is really long in the tooth. The farmers have not upgraded. I think they have to. I think thats why the stock has been good. Its why we like it. Lets go to rick in illinois, rick. Caller jim, how are you today . I am doing well. How about you . Caller im doing great, thanks. Jim, im a happy subscriber to action alerts. Thank you. Caller i want to thank you for your hard work. Thank you. Caller my question today is about nxpi. Does the street foresee problems with the qualcomm takeover . If not, why is the nxpi trading so far below the buyout price . Thats a great question. That is a huging holding fraction alerts. We think there are people who are going to challenge it. Perhaps the chinese will challenge it. We think it will survive any challenge, and therefore we have not sold the stock and suggest that you dont either. All right. The market is continuing to digest president elect donald trump. And while many stocks may win under revised rules of his administration, serious risk could arise for others. On mad money tonight, its the Company Giving the technology in your car a major tuneup. Can it do the same for samsung . With the stock up 25 today, im sitting down with the ceo of harmon after todays big acquisition announcement. You know weve liked that stock. After being a major winner for years, side effects of owning cbs Health Shares include motion sickness and depression. After this years declines, is it time to sell the stock . And the internet of things is making us more connected, but its also increasing our risk of cyber attack. The threat is real, but ill see if cyber arc can still help keep you secure. So stick 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. This is my retirement. Retiring retired tires. And i never get tired of it. Are you entirely prepared to retire . Plan your never tiring retiring retired tires retirement with e trade. Im in vests and as a vested investor in vests i invest with e trade, where investors can investigate and invest in vests. Or not in vests. Sign up at etrade. Com and get up to six hundred dollars. Why pause a spontaneous moment . Cialis for daily use treats ed and the urinary symptoms of bph. Tell your doctor about your medicines, and ask if your heart is healthy enough for sex. Do not take cialis if you take nitrates for chest pain, or adempas® for pulmonary hypertension, as this may cause an unsafe drop in blood pressure. Do not drink alcohol in excess. To avoid longterm injury, get medical help right away for an erection lasting more than four hours. If you have a sudden decrease or loss of hearing or vision, or an allergic reaction, stop taking cialis and get medical help right away. Ask your doctor about cialis. We know that the connected car is the next big thing in technology. For years ive been saying that if an Electronics Company wanted to own this business, it had to buy Harman International industries, which is the number one maker of automobile infotainment systems that integrate everything from smartphone activity as well as making highend audio systems. It looks like somebody finally took my advise. Today we found out that samsung is acquiring harman for 112 per share. 8 billion. Thats nearly a 28 premium versus where it was trading on friday. Even if samsung didnt have this exploding phone problem, this would be a very smart takeover. Thats why we wanted to check in with dinesh paliwal. Hes the chairman and ceo of Harman International industries, to find out more about t. Welcome back to mad money and congratulations. Thank you, sir. Thank you for your early communication this morning, which was so exciting. Were going to put together a wall of fame of the people who have made us money. This was remarkable. Why did you do the deal now . So much was going right. People want to know why this is was the right time to sell. Weve been talking about thatha that. The scale matters now. I think at harman, we have really maximized and we will continue to grow. But weve been seen a partnership, and with the samsung opportunity during the summer came up and we started talking, we found so many similarities of complementary technology. Theyre into high end display. Theyre into processor. Theyre investing in artificial intelligence, totally complementary. Put it all together, we can have a proof of concept which is ready to go in l 3, l 4 connected autonomous driving experience. You mentioned a lot of companies. Were there people who were interested and samsung just came out the highest . I know youre not allowed to reveal which names, but were there other companies that wanted very much to buy harman . You called out two years ago, and here we are. Do you have a crystal ball . Frankly, we see the integration of these two companies, when we put it together, this is really dynamite because its so complementary. Theres hardly any rover lap. You know what they also said . Really to give confidence, we keep the headquarters, we keep the management team. Im actually super excited to run this company with all the synergies. Lets talk about the r d. Last year you came on and talked about hacking the autonomous vehicle, and people, i remember emailing me or tweeting mee saying what are they talking about . Theyre a speaker company, for heavens sake. You saw a Threat Company and bought a company that would probably be worth three or four times what its worth then. How did you see this stuff coming . Well, jim, im so glad you asked because the cyber attack, the threat is in your home, is in your car, is in your personal devices. So we bought this company. This so we want to double down in cybersecurity. I will share with you nitsa, they ranked harman as the best cybersecurity solution in the world. Were delighted, and we continue to invest and double down. So adding that and the update and the software we have, i feel very excited about the future not just in automotive but connected car audio systems, individual sound zone. Homes are going also connected home with all iot. So this is another synergy, with all the television, the display technology of samsung and our Auto Technology and our brand. Lets talk about the professional in terms of the real car aficionado. Even since weve seen each other, some of these cars costs of hundreds of thousands and dollars and theyre using your systems. Weve seen an incredible differentiation our companies are using. Bmw has used two or three brands for their ultrahigh luxury car. Same thing we see in audi. They use bang and ol af son. That was a brilliant acquisition. That led to almost a billion dollar order from ford. That will really lift the ford car differentiation. So were delighted at this. Were now in 80 of the luxury cars, and this branding is big deal. I come from asia. The iconic American Brands ask what differentiating. They look at the brand. Its a big deal. Its important to mention you have two plants in china. We have very original approach. We make in america for america. In your, we make in hungary and china. Thats for a reason. It is all about close to customer. We have manufacturing close to customer. We have r d close to customer. I was trying to tell people your plant is right in the middle of all the fancy car plants. Its not like they have to build their cars and send them to you. You are part of their just in time supply chain. There you go. Ca receipt tow is becoming one of the Top Notch Technology park. I was recently there visiting. Isnt it great . We have bmw approach, toyota, audi, daimler, ford, all of the car companies. It is actually consistently same quality that we make in germany, united states, mexico, china, or hungary. Last question. We know theres talk because of a change in our president ial obvious this is an Election Year trade war. From your perspective, because you are a globalist, is it possible that the u. S. Could trigger a trade war with some of our longstanding partners . Jim, i hope not. You know, businesses are global. The great American Companies are very globally diversified, you know . You do not want to have this quid pro quo. It will hurt the global economy, and we do not want that. Its like the example we just started out. The samsung harman, which by the way created unbelievable great premium, a 37 premium over a 30day average. Its a great integration. On realize where we will take the auto industry, the home industry, the professional industry to a whole new level. But if you had protectionism, all of these things will not be where we want them to see. I want to again congratulate you and shareholders. Dinesh paliwal saw a lot of things coming and got a lot of things right. Mad money is back after the break. Announcer coming up, its a hyperconnected world. Online security is more important than ever before. So what is cyberark doing to keep your data safe . Theyre targeting the regular user back at home but also enterprises, which is what we protect. Announcer find out, next. What the heck has happened to the stock of cvs . For years cvs health was renowned as one of the most consistent companies on earth. It was a great operator, and its stock was a fabulous performer from 2011 through 2014. It absolutely trounced the averages. But last year, cvs hit a wall, and it started flat lining. Then in recent months, the darn thing has been crushed. Including a brutal tenpoint decline just last tuesday after the Company Reported and management slashed its forecast. Wh