Tweet me jimcramer. On a sedate day where the s p fell 1. 7 . But the nasdaq screams still higher to a new alltime high climbing 0. 73 . The fanning names, facebook, amazon, netflix and google are on fire. These stocks wont quit. It almost feels like theres a surge of money coming into the group, yet there isnt an etf that is part of fanning and the fanning acronym is just something i coined years ago, when it felt like these were the only stocks that went higher in a bear market. Apple has the same clip in its step as the owningers. Aapl. How do i feel about this run . Honestly i cant say im too fond of facebook going up last wednesday. Yet the stock gets hammered anyway. Some of that is very simple to understand. The ceo is always justify front about spending, he spends to win. Theres never a sense in the call that investors come first. Of course we know that zuckerbergs philosophy is not so much different than apples view, you have the best quality, the best users view, and people will stay with you. When you ponder how much Facebook Stock moves up per quarter, you would think there would be much more reluctance to sell on the news, im also leer when brokers get those orders, they tend to tip their hand. Then you get to cascade, the cascade where the stocks get dinged over the shortterm, and then given how much its run, i wouldnt be surprised if you get a better buying opportunity than youll get tomorrow morning. Thats been the case the last two Times Facebook reported and im mindful of that. But with the sellers subsided, you have to buy with both hands, you know i love amazons quarter when they reported last week, but if you recall, they were selling all afternoon and into a very big morning. It was almost as if they knew something negative that was going to come out this weekend, but nothing happened. And amazon zoomed. The company couldnt hide its amazing profitability. So you see, its a great sign about the profitability because amazon is expanding like mad, its hard to figure if the stock is expensive, because it doesnt trade on those earnings, however i like the idea that the future still belongs to am zocazon and to wall street analysts. They dont care about content, and yet content is exactly whats driving the worldwide signups. Sometimes i get the sense that netflix has a particular attitude. On almost every Conference Call theres endless comments about competition and how netflix could be slammed as of it. And every quarter the ceo remains patient and understanding. But his more than merrier attitude about comcasts plans or amazons film making, always leaves them wondering. In time when asked about what netflix principle competition was, an extremely kpas the idea that the only limiting factor for growth is how much people sleep. I think netflix really held on bragging right about all of its initiatives. The stock could still be moving up based on that Chinese Partnership that came about unexpectedly. Again, assuming the magical posture of underpromising and overdelivering, or upod, but the some hasnt stopped delivering. Apple reports tomorrow. And theres a sense that netflix is 67 billion market cap is still bite sized compared to apples 250 million cash order. Apples had ample time to consider buying netflix to augment its Service Revenue stream, the key to having investors pay up for a hard working Business Model thats always viewed as skeptical by the skeptics. Apple hasnt made a move on netflix, why the heck do people think its just a matter of time. If they didnt buy netflix at 20 billion, theyre not going to buy it north or 60 billion. Theres rumors that walt disney is going to buy netflix. Even thoel the ceo has down a remarkable job. Last weeks noisy layoffs at espn solidified the chatter. Again, i think whats the point of this . I hear people thinking about espn as a traditional offering and wall street seems to have moved on from their focus of subscription. The customers will rebel over the size of their cable bill, thats a theoretical construct, but that probably makes some sense, i bet auger will leave well enough alone, and the on only thing that keeps me from putting a dagger into this rumor, you would think that alphabet could take a breather after that staggering run from 8. 95 t 8. 95 to 9. 25 but it tur the stock didnt get the rise it could have. The Service Cloud has emerged as viable supporters. Maybe if the bell had rung later. To me alphabets quarter was a food for thought experience, where your assumptions about google being an advertising supported company, and therefore bounded by the 6 600 billion ad market were totally challenged and the Company Finally got more credit for being an online store, a carrier of a billion hours of programming a day, an Autonomous Car leader and a true rival to amazons winning services. They do have a buy back, theyre not in there. Finally theres the stretch of fanning, apple, where the buzz is how can you not be in the stock ahead of the iphone 8 supercycle. And the potential deployment of 2 250 billion cash treasure chest. People will pay to be part of the apple club with incredible privileges, and i would be willing to pay a lot more for the apple club. Any sign that the Service Revenue stream has the potential to be a fortune 50 company instead of a fortune 100 company, putting it above the 28 billion level that is the fortune 100, that would cause the stock to run after the earnings break, even after this monster move. Heres the bottom line, fannings back, by this time its fang. And the story is anything put. All right, lets take some calls, were going to start with matt in my old home state of pennsylvania where i was this weekend. Matt . Caller booyah jim. Do you see a positive investment scenario in the next future for ibm . I was doing some work on how 3m bounced back, how so Many Companies have bounced back after, travellers bounced back, ibm has not bounced back, it keeps going lower, that to me is a suboptimal sign, i did think it would hold around these levels, it didnt. It still seems to be going lower, it represents value, but it means more than value when it comes to tech. Look at all the other horses that are going. You dont want to be left out of the race. Im going to adam in illinois. Caller booyah, my question is about oclaro. Youre rolling the dice when you go into optics. I should be an american tower, or i should be in xilinx, i should be in fiber because fiber has proved to be emfemoral. Lets go to able. Caller a Southern California booyah, bro, from down the gold coast. Whats up . Caller jim, my stock reached a twoweek high, since then it has struggled in the low 40s, where do you think the stock is going. Able this one feels like cane, slewing any portfolios, because of Technology Chair ish. Im not going to leave it at 2. 4 yield, but it didnt have any momentum. Faan zbr f faang is back. On mad tonight, were defining the future. Technology seems to be changing everything, including how you get your dinner. Grubhub rose more than 20 last week. Ill turn you on to the larger trend next. Plus from salves presidio, to meeting with the president of the United States, ceo mark benioff, thinking big and a whole lot more. Ill give you the scoop when mad money from cnbc 1 market returns. So stay with cramer. Take it from me, the owner of bar san miguel in new york. Its a dead weight loose, you cant even get a guest to buy a corona while she waits for her food to go. As he said, thats how they get you. While i hated that policy, the fact is from my ownership of the tavern its right. What do we make of that amazing 40 year over year Revenue Growth from that Company Called grubhub last week, what do we think about thes producing 20 a share in profit, which is up 78 versus last year . Why arent people talking about this . I think its a sign of a huge cultural sea change. Dominos last week with more than 10 same store sales growth, because they bring the pizza to you. Ever since grubhub became public, its had its share of both promoters who thought its Business Model would have an easy time going from city to city. In other words its been a raem battle ground. Currently 20 of grubhubs stock has been sold short, even as it soared from 17 back in 2016, to 37 today. It has 50,000 restaurants, restaurants want to pay a High Commission rate in exchange for our platform. Big Time Restaurant chains, many of which are sacrificing the best growth margin items at the altar of customer convenience and a change of life. Tgif, chiles, that is a giant admission that these chains arent going to be able to get as many people in the seats anymore. Buying beer for too much money, versus what you can buy it for at the supermarket. And yes, selling more is the secret behind the success of so many chain restaurants. If you we as the embattled ceo sally smith pointed out on the call, and i quote, delivery is a progressive opportunity for wild wings since more consumers are eating at home. The idea of going out to watch a game with wings and beer and going out and buying it at the supermarket is losing its allure, there will always be the people who want the experience of going out. Whether its student debt or lower wages, or you want to multitask, check out facebook snap or twitter, while watching the game, or maybe all those, the change is accelerating, not arresting itself. I can only imagine that with voice activated devices like alexa, theyre always going to be looked at askance. The analysts were unrelenting got competition and seasonal weakness, more important, its still a sign of the times. All these companies trying to be at the top of grubhubs list, well, its going to be terrific for grubhubs bottom line, but its also an admission that the older more lucrative bar model may have seen its high tide and then some, thats going to shake french the big chains, to the small and medium sized business s that would never have opened if they knew they could not depend on the beer tap and mixed drinks to make their quarters. Lets say booyah to robert in texas. Caller congratulations on your 250,000 attendees to hear you speak. I want you to sing me a song about stock groupon, buy, sell or hold . Fly, groupon, fly. I think groupon is a valuable stock, incredible. I know it spiked from quarter to quarter and then come back down. I want to be a buyer from it, if youre from houston or dallas, i think you got a good one, i think people are junkunderestimg the stock. Caller my number but holding, baidu holding, maeb made a deal with netflix. The only stock in china that im recommending is allibabalibd im not recommending baidu. Grubh grubhubs win is bad news for many restaurants, doesnt mean you want to buy grubhub. Much more mad money and invest in america, and what would that be without sales force, the one and only mark benioff, im getting t getting the scoop of the conversation. Im give you my tech on the newly minted tech play. So stick with cramer. Ready or not, here i come. Ek. anyone can dream. Making it a reality is the hard part. Northrop grumman command and control systems always let you see the complete picture. And were looking for a few dreamers to join us. If youre going to come out to San Francisco to talk about the impact of technology, you need to talk to a person who founded a technology that affects every single tech trend. Im talking about mark bennioff, we usually speak with mark right after sales force reports. But right now is the quiet period, which means that mark cant address specific issues about hi company. His vision has become gospel for many. And his visions resonate far beyo beyond. Since i saw you last, you met with the president , i would like to know what your message was and i would like know what the message he gave you was . Of course i had the opportunity to go visit the white house and im very interested in Workforce Development. I really think we have to be ready to develop a new workforce in our country, get ready to build millions of new jobs, so i brought him an idea which was a 5 million apprenticeship moon shot. The idea is that Companies Like ours and companies all over the country can bring in apprentices and use them to retrain this incredible new workforce that we so badly need in our country. He said lets do 5 million. He was on the apprentice and thats something that he was very excited about. One of the reasons germany and also switzer land have such low unemployment rates, is this apprenticeship program. We do that ourselveses in germany. So you can see that companies can have a tremendous role in developing the workforce. Do you need gigantic Gross Domestic Product growth in order to get that to 5 million number . Were working on that kind of gdp growth as well. Were trying to create millions of new jobs because so many of those new jobs, in fact two out of the top 10 jobs in the United States that is the best paying jobs are sales forced a minute straiters and sales for developers. So were trying to create a sales force gdp and that means millions of new jobs. This kind of defines for every one person who understands what youre about to tell me, theres five who say that Technology Just wooiipes out jo. We built this incredible new Service Called trailhead, you can see it at trailhead. Com. And youre interested in a new job, you want to build new skills, you want to have one of the top paying jobs in the country, you go to trailhead, you get trained on sales force, we build a oneonone relationship with you, we make sure you have those skills, we certify you, badge you and introduce you to employers. I know that the president , gary cohn i know for a long time. Hes deeply concerned that technology could hurt jobs, i want to know how common place the stories are. The technology is getting lower cost and easier to use, thats true with our company, were rolling this product into so Many Companies, hundreds of thousands of companies all over the world, how do we bring in all the jobs behind it. If there are sales force administrators, and sales for developer, theres going to be the systems and systems integrators, but what you want is all these great entrepreneurs, and all those factory worker, and he retrained himself using the technology. And i just heard about this great story of a minister in australia did the same thing, was tired of being a minister, wanted a different job, trained himself on trailhead and is now with one of our customers. And this idea that we can take hundreds of thousands, which we have done so far and scale it to millions. This is really critical, because sales force is a platform, that means you can build and create and extend and grow and do all these incredible things. Speaking of sales force, when i came in from the airport, suddenly i see a building that stands head and shoulders above all the others, its the sales force building. When i was growing up here in San Francisco, fourth generation san francis San Franciscoian. Now that im talking to kids that are my age, theyre all talking to me about sales force tower, its kind of expiring, of course its the tallest building in San Francisco, it will be 62 floors, very exciting, hopefully were going to get you up there. Do you worry about u verse at all when youre the tallest. When they first brought me the tower idea, which was maybe about six or seven years ago, it was going to be another 20 stories and when i saw it, i was like, i cant do that. I cant do that. Then they redesigned out, reengineered it, brought it back, and it wasnt quite as tall as it was. This is artificial intelligence, it happened with another company, seen some robots and one of them that was with me, actually figured out that coffee could be too hot for the person whos drinking it. We didnt program it like that, i said, thats not possible. Because is it thinking faster than we are . He said we didnt expect it, but yes, when i hear that, whats our role, if they can think, what do we do as people. Artificial intelligence is a technology, machine intel lens is part of it. Machine learning is part of it. Youre right, its advancing at report levels. The reality is, i think its important for everyone to understand whats happening. We have all seen the terminator movie. Every salesperson wants to be a salesperson thats guided and advanced to the right customer and the right product. Every marketer wants to build a oneonone relationship with their customer. The reality is that right now, where the technology is, its going to make sure that you get a much better answer and make you a much better person. Even when you look at the medical industry, its going to help radiologists, become better radiologists. But just coming back for a second Workforce Development. This is one of the reasons why i had do go to the white house to participate in the Workforce Development panel. Because we have job retraining in place, and lets great new jobs using apprenticeship. A lot of people felt during the first 100 days, it would be some sort of war against technology that the president would come after. You told me to be open minded and told me maybe we can get both for everyone. It seems like theres a reachout by the president to Technology Technologists and people like are you breaking it. My values dont change, who i am, im going to be the same person, im going to give the same ideas, which is to make sure that we have business as a platform for change, lets continue to keep our focus on public schools, nothing is important, certainly during those times of artificial intelligence. Our k12 schools, this is going to be critical that we are constantly training and retraining and keeping these next level technical jobs. The chairman and ceo of sales force, mad money is back after the break. Im dr. Kelsey mcneely and some day you might be calling me an energy farmer. Energy lives here. While were out here in silicon valley, its worthying about some of the red hot tech stock that came around just last month. They started tra