Nasdaq declining. I think that will tackle a major trend thats shaping this economy, maybe the major trend at this moment. Our time, our schedule, it has been disrupted and we simply arent doing what we used to do anymore. The problem is that our habits are changing so fast, so quickly, unbelievable that businesses cant keep up, and these radical reorganizations of what we do and where we go and what were occupying ourself with are playing havoc with the stocks we focus on regardless of what President Trump has to say tonight in the big speech. Usually its not all that stark. We cant spot it because we have so many data points and examining so much information all at once, its a vortex. Today, though, we got the most violent contrast i have ever seen. Im not kidding, in one day. Im talking about the perfect storm of dominos versus target. What does a pizza delivery chain have to do with a mass market merchandiser . In this case, everything. This morning dominos, longtime cramer fav since it was trading at 10 reported a simply fantastic number. There was a 12 uptick in same store sales, looking for ten which is extraordinary in response the stock vaulted up 4 to 190. What a run. 10 to 190 and special dividends. Target on the other hand, target and now its terrible numbers and gave a hugely down beat foreca forecast. Far worse than we expected, which sent its stock plunging. Downward in 12 . Its worst day in 18 years. Interesting comp stores up 12 at dominos. Stock down 12 at target. These two situations, you know what they are, perfect metaphors for this moment. Dominos, which ive always viewed as a Technology Company that delivers pizzas is an extraordinary business because you can use every device including your apple watch or your Facebook Page to order right to your home. You dont have to leave the couch. They make it so easy, you dont need cash when the driver gets there. You can prepay. You dont have to fumble over the tip thing. My kids and i eat Dominos Pizza almost every time we get together. They are veg tetarians, they pu in a special no cheese button. Said they did it for me. Ill take it. Teens in their 20s seem incapable of talking on the phone. They dont like to waste time. They deal with the internet to order and they hate perfect. Its the logical result of this stay at home narration, this narrative that is driving this economy. Target, its everything dominos is not. First of all, what do you have to do . You got to leave your house to go to the store, unless you use the website. What a thing to leave your house. Second, its prices arent anything special, not less than amazon that delivers to your door free of charge if youre part of amazon prime, which if youre not, i dont get you. Third, there is nothing proprietary about target, signature clothing lines. Not enough to do the job to pry you from the couch. At one time the stores were fun places to shop but now they are simply a drag. Target has the red and white thing. Nothing makes us want to get off the couch. Brian cornell talked about doing new stuff, new formats, new merchandise but the pace of the decline tells me cornell cant outrun amazon, not if its selling commodity items like paper towels. Ill go across the street from me, i wont go. Amazon brings it to my house. Do you think i want two big bags of toilet paper Walking Around . Go to target. Tell me what you see that you cant find elsewhere. The website canblizes. You dont grab food or cosmetics going through racetrack to go to the housewares, doesnt happen. If targets prices arent the cheapest online, what do you do . You go to another website. They can talk all they want about how they plan to do the best omni channel or order and pick up or buy one get i dont care. It doesnt matter. It is a little disconcerting that Ceo Brian Cornell is talking about a threeyear plan to turn things around. Who gets three years anymore . Cornell has been there three years. Who knows what amazon will accomplish in three years. They are probably doing something right now to hurt target next month and if President Trump goes with the border adjustment tax, something we could learn tonight, target would be priced out of this market with other firms with lower cost to handle the pain and do a better job of passing this potential tariff to the consumer. We have to question the relevance of target, the raise debt, especially if prices go up 20 to 25 as cornell told Courtney Regan with the border tax. Threeyear plan, how about a survival plan. There is no long game anymore. Look, its not cornells fault. Hes made mistakes but the truth is that bricks and mortar is a loser in this world unless it caters to the stay at home crowd, right . Media sells goods to make your house better. There is a reason why home depot rallied. The best merchandise to increase the thing you never want to leave, your home. The home Goods Division is kicking butt because it has merchandise to make your house look better and doesnt cost a lot. Its doing well because tjx can go to macys or jp pennies or closing brick and Mortar Stores and buy merchandise from next to nothing and sell it below amazon if they are tjmaxx locations including the one in my building i like to visit a lot. Lets understand each other. The sheer range of things you can do at home has never been broader. Netflix my kids dont even have cable, darn it. They dont watch me. Drives me crazy but the wife doesnt watch me, either. Well talk about it after the show. Anyway, the video games developed by activism electronic arts, the fabulous highspeed tip can create experiences more than anyone would imagine. Certainly more exciting on our lives. Now you can watch other people play games. People do that. E sports with the press of a button from twitch tv, the division of amazon and order them or take a Subscription Service from Microsofts Xbox division. Two more reasons to stay away from game stop. Everything can be related to the stay at home economy. Its the ult my. Which consumer pack caage Goods Company is doing the best of them all . Pepsico with the frito. Thats what people eat when they arent chowing down on the dominos with the banana peppers. Alexa. There are dozens of services to pick up food and bring it to you. The couch is your home. I got to bring this stuff to you. Enough already. Here is the bottom line, you have to hope these stocks go down thanks to misunderstanding events. The home story doesnt come in very often. Those are the places to be. They are part of this amazing theme thats still in the early stages and isnt going away any time soon, ask target. The stay at home thesis, gets strong stronger. Jennifer in ohio, jennifer . Caller hi, jim. Ive been looking at the bank stocks since you talked about the group in january and instead of pulling back, they keep going up. Im looking at jp morgan but following all of them. Are any of them a buy . I think city is a buy. I think corbett who should come on the show is doing a kick butt job and the stock is still below book value, which i find to be fantastic. I think city is the best in show. That will go to todd in california, todd. Caller i recently updated my furniture using the way fair app and their credit and i found their Customer Service was impeccable. It was amazing. I was wondering what you thought about the stock. Its a battle ground. I got to wet them down the block. I get the furniture everywhere. There is too much furniture. I dont want you to do it. Anyway, the times they are changing and the stay at home economy reigns supreme. Businesses that prosper, the ones that keep up. Make your house worth more or make it so you never have to get off the couch. The much anticipated offering of the app you or the kids spend the majority of the day eyeing and believe me, not shakespeare, should you be in the multi billion ipo . Tonight ill share my take plus a San Francisco start jstartup, why sky diving and setting you up with a significant other could lead to a revolution in finance and sales force after the close, mark talks to me exclusively. Stay with cramer. Dont miss a second of mad money, follow jimcramer at twitter. Send jim an email to mad money at cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to mad mmoney. Cnbc. Coadmon. 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. On a perfect car, then smash it into a tree. Your Insurance Company raises your rates. Maybe you shouldve done more research on them. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. And if you do have an accident, our claims centers are available to assist you 24 7. Call for a free quote today. Liberty stands with you™. Liberty mutual insurance. After the election tons of investors got gun shy after super fast growth because many of the ceos campaign against trump and stocks become less attractive which is what the new president is trying to accomplish. Since the sell off, many stocks came roaring back. Look at salesforce. Com. Sales force bottomed to 68 near the end of last year and stocks taken off rally up to 81 at todays close and thats 20 gain two short months. After that run its hard for a stock to rally. So what sales force reported robust results, it didnt shock me stock traded down and people nitpicked and a earnings beat and higher than expected revenues of 27 year after year and 29 increased revenue and growth margins and guidance not being as strong as they would like. Still, this is a Great Company. Lets check in with mark, the visionary cofounder, chairman and ceo and learn about the quarter and companys prospects, welcome back to mad money. Jim, hey, thanks for having me and good afternoon from San Francisco. All right, mark, you had amazing numbers here. You had 2 billion in operating cash flow, which is the number i look at to measure your Actual Health delivered more than 10 billion in revenue for fiscal 2018. 20 year over year. What are some of the big accounts that got you there . Well, you can see this has been just an incredible year. Its been incredible quarter. And you look at the last three years where you have double the company in the last three years, we tripled the cash flow and consistently increased the margin and well do that again over the next three years, jim. In the last Conference Call you gave up front, you didnt put it in the release, dollar value of Book Business on off Balance Sheet. What is that up to now . Well, jim, now the Book Business on and off the Balance Sheet now is up to 14. 5 billion. Thats pretty incredible. Thats up 28 year over year, jim. I dont think there is any other tech or Software Company putting up that number. The reason i bring it up, mark, im starting to worry about valuation and seeing the stock down and looking at the market cap at 56 billion. Mostly say its outrageously expensive. When i listen to the on off book, what happened here . Why is the valuation shrinking versus incredible results . Well, jim, i have to leave the stock market up to you. Thats your expertise. I can talk to youall day about how to make your customers more successful. Lets talk about some of the customers you make more successful. Last time you had a great win with citi and this time an augmentation with a big deal of another banker thats a favor rid. U. S. Bank corp. What are they doing with your project to make it so they are more personal in their banking and more able to be online in their banking . Well, they are doing what a lot of our customers are doing, creating a single view of the customer from bankers. Thousands and thousands of those bankers at u. S. Bank who are putting together this incredible customer system thats going to let them sell more effectively, service more effectively, market more effectively and see, jim, we have five of the top five largest banks in the United States using our service to do that. Now, will they extend Artificial Intelligence, which i know you talked about greatly out there for dream force . Yeah, well, jim, the cool thing about sales force einstein which is our Artificial Intelligence service, which is leading our Enterprise Software industry with a. I. , we have delivered that in our spring release, which we just shipped last week to all of our customers worldwide. Thats incredible for them. So now they can actually start to use a. I. To make their customer relationships more effective and intelligent. We have talked about social, mobile cloud. Artificial intelligence. I want to talk about immigration. When you spoke last on your Conference Call, you said were moving forward with an open heart and open mind and expect the best from our president. Hes speaking tonight, immigration will be on the docket. This is something i know you care passionately about. Can we have an open heart and open mind at sales force . We can. Certainly in the last couple months we had mixed results out of washington and immigration is one of the low lights. I just think back to my great grandfather isaac who came here. He was a refugee. He was warmly accepted into the United States and if you like sales force, that came out of isaac but if you like game of thrones that came out of my cousin david, we have the same great grandfather. Fair enough. I know david benoffs father. Going back to evaluation, youre 54 billion. I spent a lot of time analyzing a fantastic company. One of your Board Members works there, which is alphabet. More than 80 billion in cash and spend their time trying to say they are not in advertising. Were going to be in the enterprise and dominate the cloud. Im thinking, mark, if your stock stays at 56, 55 billion and offer 80 billion even though you have a beautiful building coming up, you have to do whats right for your shareholders. Jim, were always do whats right for our shareholders, they know that, too, i meet with them on a regular basis. Were about listening carefully to the shareholders but were about all of our stake holders. Our employees and partners. Even the communities that we live in and do business in and of course, even our pib liublic schools, a key stake holder of what we do. Its a reason we ask every ceo in this country to adopt a school. Alphabet favors the same strategy so it wouldnt be thats true. Oppositional so to speak. [ laughter ] jim, im going to have to leave that one also up to you. Fair enough. I got to go back over when i hear about Artificial Intelligence and what you can do, i keep thinking one day if twitter had fallen to a price that all of your stake hold ers would have liked, to get that Machine Learning figuring out the b to b and a lot of your consumer package good customers need that information, mark. They need to get out of the b to b into the b to c. You need to give them more of that. Thats right. And were doing that, jim. You can see that, thats one of the reasons we acquired demandware and delivering the incredible Commerce Cloud this year as part of the marketing cloud efforts. You can see huge wins this quarter with gaps, with levis, yeti and a lot of Amazing Companies that Commerce Cloud far exceeded expectations and of course, our marketing cloud. Here is a billion dollars business when we qui acquired s a few hundred million. That cloud has 450 million users on it. Our Commerce Cloud has 300 million users on it. This is the information that lets us provide more intelligence to our customers to help them be more successful with their customers. Okay. You were partnered that last quarter was just amazing because of the city and amazon. What has happened to go forward with the Amazon Partnership . Other than you guys, there isnt anyone that knows more about Artificial IntelligenceMachine Learning than amazon. How is it working together . Well, there is a lot of incredible players out there in Artificial Intelligence. Of course, you have number one amazon. They are doing a great job providing program to Artificial Intelligence into aws and google has done an incredible job with the deep learning system with deep mind, as well as in the google Cloud Platform and of course, ibm watson, dont forget about that. Jim, sales force has sales force einstein which is really Artificial Intelligence for the rest of us. It lets our customers immediately use Artificial Intelligence to make their customer systems smarter. Our relationship with amazon has gotten stronger and stronger and stronger and you can see that in not only how were using their products but also how they have been using our products inside amazon to run their b to b efforts. Its a very exciting relationship. One la