Better sales, higher profits from our Great American companies are why this market sometimes feels like you can buck anything. Dow gaining and nasdaq advancing 6. 9 to a new all time high even as the price of oil plummeted and the president s tax plan seems like it could be a real stretch to get through congress. First let me reiterate what i said all along about the markets doing really well. Not about trump or the tax cuts or the fed or the overall economy. Im not saying washington is a sideshow, not when its all over the front pages every day. Its certainly not the main event when it comes to stocks. After listening to all the president s men talking about their one page plan to reform the tax code yesterday i was a tiny bit hopeful something could get done even as im generally skeptical of congresss ability to accomplish anything. Then if you listen to the incredible squawkbox show at capitol hill my tiny bit of hope vanished. Listening to the democrats and republicans, thinking that there might be hope beyond deregulation, i think you might be betting on a fantasy. The gop doesnt have a large enough majority to get this conservative agenda across. And the fact that the white house can put it on a one beige agenda feels a little rushed to me and thats maybe why the stock market sold off in the last few hours yesterday. At one time this market was rocked by the price of oil. You know when it was at 53 a few weeks ago, i told you it would fall and fall hard when our producers make a huge amount of money. They turn on the spigot and sell oil futures, today as low as 48 and seemed ready to go into free fall. There are domino like indications when oil gets slammed. We know oil is going down because of too much u. S. Supply. We know oversupply is happening because our finding costs have gotten so low we keep pumping and pumping and pumping. Even though its u. S. Supply overwhelming worldwide demand and not softer demand itself there are plenty of global Money Managers who refuse to believe thats the case and immediately start selling stocks and buying bonds when they see oil falling. They dont stop and analyze by oil is falling, they say demand must be weak, sell stock and buy bonds. They dont care the reason, they see oil as indicator of economic health, domino one. Domino two, they assume there must be less demand in the entire economy. They dont care why. The real reason has to do with the shortage of high quality riskfree bonds worldwide. Interest rates go down they knock over two more dominos. Collapse to the financial and industrial stocks. Bond yields go down, Money Managers assume there isnt enough strength in the economy for the Federal Reserve to raise hikes. They need not one but two hikes to make their numbers. Stocks get hammered. Money managers assume business has to be getting worse or rates going higher. Layer on the realization congress is powered by gridlock and you have a new reason rates cant go higher. Maybe trump wont be able to bust the budget with tax cuts after all. Why do i find this whole oil train of thought completely absurd . Because, if anything, the worlds economies are growing faster than we thought and oil is a barometer of weakness. Im not down playing oil i know what they tell us on the show and know about the big demand from what the ceos are saying on their Conference Call calls and here. Demand is pretty good. Oil is what we call false tell signaling the wrong thing. Its decline act as a tax cut for simulating Global Growth brings me to the last domino. A shift in what investors are buying today. Instead of plunging into the red hot industrials and the banks, today, they were buying the companies stocks in companies that do well when demand is slow and economies are losing steam. Thats that nasdaq rally. Theyre buying stocks of company that dont need the tailwind of great growth to make their numbers. Heres a classy example. Bristolmyers so many people were worried about this companys quarter its stock ended up being left behind by the entire market. This morning we learned its anticancer drug saw its sales grow by 60 . Wow stocks zoomd. People are buying abbvie because its miracle drug for arthritis wont quit and theyre buying xilinx i touted last week on the show might be a takeover target. And servicenow, because their earnings far exceeded expectations and they dont need a strong economy. Theyre even buying the stock of my employer, comcast, of this network riding away the demand for fast internet and better wifi reception accelerating broadband signup. They had an astounding 400 this quarter alone and monster cash flow. To be fair, theme parks and television had a lot more to do with higher profits than expected. Looks like the same thing will happen tomorrow. These tech stocks will continue to draw investors interest if oil goes down because amazon and alphabet, remember, the old google, are roaring in afterhours because they showed sharply better than expected growth even as their respective sectors might be tepid. If oil goes down tomorrow, you will most likely see these two buck the trend. Amazon goes up even if retailers are down and google goes up, and it looks like they have increasing business in many different elements, not just search. It is true some upside causes stocks to soar that dont fit the parameters of high growth tech and healthcare and under armour, the stock grew higher and Union Pacific put up a number too good to be true but the style of the rails and improving worldwide coal demand. I expect when oil bottoms, i think it will and the hedge will reverse buying old industrials on the banks and maybe letting up on fast growth and healthcare and will load up on the cyclicals as well. Neither the falling dominos or washington insanity can stop the best of the best in tech healthcare today. I bet if oil drops again tomorrow the same pattern will play out once more led by alphabet and amazon even if its as dumb as a bag of hammers, if it does. Curtis in ohio. Hey, curtis. Caller hey, jim. Happy draft day. Did we have fun. Guy and i felt they could be taken higher but the beertown ladies went for facebook and amazon, how could i help you . Caller my questions on taps. My thoughts are, are they a buy before the earnings last week or maybe after . Theyre extremely low valued, sam adams and boston beer going the wrong direction, constellation i understand your love for them but i think tap has so much up side but should i do it after the earnings . They can take so much costs out because of what they did youre fine either way. Buy a little before and after. I understand what you said about constellation, cinco do mio is coming up and that is a spike in their sales and their numbers will be terrific. To jerry in utah. Caller jim, hows it going today . Good. How about you . Caller good. Im an action alert member and appreciate all the the information you give us members, its very worthwhile. Id like to ask whether i should buy shares of huntsman corporation. If youre a member of our club of action you know i think dow dupont is the way to go. Huntsman is too commodity. It is a great run. This combination of dow and dupont why the trust held it forever. Brian in florida. Brian. Caller hello, jim, booyah to you. Booyah. Caller im calling to ask you about nextera, up almost 16 the last year. I know there are ongoing negotiations with on core. Im wondering if this is a hold for the long term or is this a sell . No, no, no. Its not a sell at all. Its a growth utility. I like growth utilities. I think you have a good situation there. I want to put this one away, want to stay close and do home work. Please dont sell that stock. Im inclined to buy it even though its only a point from its high. To fred. Thank you for taking the call and all due for us home gamers, appreciate you, buddy. Thank you. Caller Deutsche Bank missed on the top line, beat the eps. Would you take a hit or add to your position and wait for a pullback. I would add to your position. This sounds strange but you know which one had the best numbers . I think this market is more than that, about the company doing well and nothing can stop the best reported today even the plunge in oil although i expect that to happen again. Can the former chief of ebay replicate the service. And dominos delivers pizza to your door in about 30 minutes. Could the company help make their dough rise after todays higher . They bring to it my house much faster than that. And the exclusive with the ceo after its dynamite earnings report. Here we go. Delivered to you, nice and hot. And a new leader for the ener energy. Stick with cramer im talking to the ceo. 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. Bp developed new, industryleading software to monitor Drilling Operations in realtime, so our engineers can solve problems with the most precise data at their fingertips. Because safety is never being satisfied. And always working to be better. Its what busch is known for. What are you known for . Oversharing. In fact, i have this thing. Nope. Nope. [sfx buschhhhh] would you look at this incredible move to all time high of three bucks, close to 4 today . It was a stellar quarter. Servicenow developed Cloudbased Software where Technology Companies build their own platforms and lets businesses generate all types of revenue functions and facilities management. A few years ago it was a Small Company but grown to one of the Largest Service providers Information Management software out there. What a run and the party continues. If you were worried it might get derailed because long time ceo and cramer fave stepped down a few weeks ago. Higher than expected revenue and 44 increase in subbillings. And the management raised is forecast. No wonder the stock is on fire. Lets check on john donahue, the newly elected ceo who took over three weeks ago. Great to see you, buddy, how you been . Ive been great. Glad to be back on the playing field. I know john from ebay. He just took over. To be fair to you, you just took franks job because frank moved up. I dont want to put you on the spot. How did you get that kind of subscription going . Jim, whats fascinating is ive been talking to 70 different clients and the consistency is they love our product and love our platform. Not only are we delivering in Information Technology our historical sweet spot increasingly theyre pulling our platform into other areas that cut across enterprise, you mentioned them earlier, security, Customer Support, hr. The platform is sort of pulling in multiple directions which is generating incremental growth and value for our customers. I thought there was an interesting statistics in your Conference Call and thought this might be a great metric. People who take one of your products, 73 take another one, up from 50 two years ago. Give me an example of what happens, someone takes you for Information Technology and gravitate to another part of servicenows business . An example might be b. D. , a client initially an Information Technology client where we helped them in Information Technology service management. They also noticed the i. T. Department noticed when they brought new employees on board they had to onboard them in a way that touched multiple different parts of the organization. I just experienced this myself having joined servicenow, i had to on board for the first time in 13 years. You think what you have to do, get your security badge, interface with security and find your desk or office, facilities, and laptop or computer, engaging with i. T. And sign up with all your hr benefits. For there, we use work day our beloved hr provider. Instead of going to four or five different places we go through the servicenow portal where you can get that all done seamlessly. I was able to onboard in half a day through selfservice and its being pulled into experiences that cut across multiple departments of a company. When Service Comes in, theres an immediate saving, almost as if whenever you pay servicenow is paid back very quickly. You find that to be the case among the clients you visited . Absolutely. Technology over the past 25 years has really enhanced our lives as consumers. Often inside a large Global Enterprise it brought complexity, slowness and cumbersome and brought cost. There are a lot of manual processes how the different technologies and systems try to work with one another. What service does is help you simplify, streamline and automate. That then produces savings and allows to take the employees to empower them to focus on higher value activities. Clients see clear return on investment and clear payback later on. Thats whats leading us to other areas of the enterprise. They want to see the same kind of efficiencies and automation and focus their interrogation where they want to serving their end customers not dealing with the complexity of an enterprise. How about a Customer Service call, how is that routed before servicenow and after . Servicenows platform again another example you have an inbound call you want your Customer Support agent to be able to service that customer. Service nows platform can do that. What is differentiating, you want to get at the root cause what caused that call. Customer support cant do that alone. If you have an inbound call you want to get at the root cause you have to deal with product or operations or policy or legal. The servicenow platform, because it cuts across the enterprise enables a company to take those inbound contacts, identify what those causes are and get them remediated so in the future customers dont have those same problems. I got it. Last question be fair, you did a fabulous job at ebay and both companies are flourishing. Paypal did really well today and ebay doing really well. The jobs are a little bit different. How do you adjust . Its interesting. I had a chance to step back from ebay and servicenow and look at the technology landscape. What is clear, cloud is transforming our lives both in consumer lives and work lives. Consumerbased apps like ebay and paypal have transformed our consumer lives. Cloud is still in the early days of the enterprise. You have organizations born like sales force and work day and servicenow but the impact is in the early days. The more i got to see servicenow, i was a customer at ebay the more i was thrilled with this company and thrilled to be joining it. Its a great opportunity for you. President and ceo of servicenow. Take a look at that stock. Unbelievable. Coming up, how much band width does it take to deliver a pizza . Dominos is taking their delivery game to new heights. The ceo is talking to cramer on the heels of a strong earnings report. Obviously, it must be people that are one of the greatest stocks of our generation. Whoa thats amazing. Hey, im the internet i know a bunch of people who would love that. The internet loves what youre doing. So build a better website in under an hour with. Gocentral from godaddy. Type in your idea. Select from designs tailored just for you and publish your site with just a few clickseven from your. Mobile phone. The internet is waiting start for free today at godaddy. Tai took to the kitchen to reinvent the taste they brought to your door. Now with every business in the crosshairs of technology, dominos is reinventing how they connect to you for your pizza. Online, in the road or in the air. Does dominos have the recipe for earning a bigger piece of the pie . Some companies are so good when the skeptics come out enforce and start bashing their stocks, you need to take action and do buying because you may never get another opportunity. Case in point, dominos pizza. A year ago the stock dropped 10 . And commentators claimed the rally was over. That was your chance because since then its come back climbing nearly 60 since the lows last may. Once again the bears started coming out enforce. Some out fill published a report claiming retail sales were trending below consensus. Despite its fabulous track record the stock still dropped in response. You should have been buying again. We pointed out this morning it is doing fabulously. 10 cent earnings bite. Spectacular samestore sales. Domestic, 10. 2. International, 4. 3. I defy you to show me another gigantic restaurant chain with double digit comps. Dont take it from me. To Patrick Doyle in the flesh. Welcome back to mad money. Thanks. Congratulations. Still one more blowout. Have a seat. We often talk about its a technology stock. You know that you watch squawk on the street. And its one of the greatest stocks in our generation. It is. At the end of the day, can you get great people into the business, great franchisees, over 90 of franchisees start as drivers in our stores and thats what ultimately drives it. We have fabulous people in ann arbor working on the business. The end of the day, about the from choices and if you can get them excited they will love it. They must love the technology you give them. Talk about gps trackers, what can that do for you guys . Weve been testing it in australia and the uk and basically letting you see where the driver is. It is giving the customer information and how to be more efficient with the drivers and speed of delivery, making sure theyre going where they should be when we want them to. That could be another step, function. Thats great. I hadnt thought about that. You also talked about more stores. What are the impacts of more stores because people are taking out more than ever. Right. People will not drive as far to get their own pizza as theyll have us drive the pizza to them. Basically, people wont drive more than about a mile at the most to get their own pizza. Typically when we open a new store we find all of the carryout business is incremental even if we took away Delivery Business away from another store. That did seem to mean there can be many more dominos in this country than there currently are. There can be. We have 14,000 stores in malaysia and i was over there cutting the ribbon. We have 5400 stores in the u. S. And at least 1,000 more sales in the u. S. As sales have been growing allowing more stores to be viable in smaller areas or towns before. That number keeps