1800743cnbc or tweet me jimcramer. Sometimes this market can be incredibly difficult to navigate, because the crosscurrents are so powerful and so crushing. Today, for example, the averages got slammed by a wholesale collapse in the commodity complex, especially oil. But then the republicans passed their Obamacare Repeal bill in the house of representatives in the afternoon and we rebounded. The doubt ultimately sinking six points, s p advancing 0. 06 , nasdaq edging up 0. 05 . It was like there was no session at all. Whatever your opinion of the health care bill, wall street likes it. Because it contains tax cuts and demonstrates that Speaker Paul Ryan can actually do his job. You might have expected the market would roar on the news. Nope. The broader economic backdrop is just too grim right now. With the fed set to keep raising interest rates, right when business seems to be slowing, and its too dangerous to go full hog on stocks when the Labor Department announces its employment report tomorrow, 8 30 a. M. What if its weak . Where are tahe animal spirits . So what kept the lid on this market . It starts with commodities, that are weak across the board. Aluminums headed down. Irons oh, man, get out of the way. And oils simply crashing. Down 5 today, the worst day in months, all the way down from 53, just a few weeks ago to 45 right now. What does that mean . Let me put in context. From the perspective of a money manager, it means we get a switch, a rotation into stocks that people had abandoned. The commodity consumers. Not the commodity producers, and their accessories, but the companys actually benefit from this decline. And that rotation was augmented by some takeover talk thats sto darned convoluted that ill have to try to throw it into to explain. Lets start with oil. You know ive been negative on this show on oil since it traded at 53 bucks. Longer than anything we have seen in ages. Everyone was in the pool at 53. But we didnt have the surging levels of demand that we would need to support that level of establishnes nesnes nesnes nes establishness. Thats right. They were selling futures in oil in order to raise cash so they could boost production. Sewing the seeds of their own demise. Now oil is all the way back to 45, but its trying so hard to hold that level, after still one more day of devastation for the bulls that freaked out a lot of people. In many different parts of the market. So what happens now . Of course, while all the oil stocks got hammered again. The bears went after even the biggest ones, like chevron. And pioneer, which i thought reported some pretty good numbers last night. And of course, occidentaoccidenh was just plane horrible. Remember, though, these oil stocks are all part of gigantic etfs, so this companys specific stuff doesnt really matter. And the Collateral Damage is enormous. When traders see oil getting hammered, they instantly start selling the stocks of any companies that need Global Economic growth. Even Companies Like caterpillar and cummins, who just a few weeks ago told us things are great. More importantly, that money flows the right back into all sorts of companies that francly dont have much growth, like these darned food stocks. Because oil is signaling were going to get, i hate to yause ts word, but a recession if the fed keeps tightening. Its what oil is saying. The crosscurrents are vicious. Interest rates are going up, because they march to the tune of the fed, which told you yesterday the economy is going to reaccelerate. So youve got this bizarre confluence, where the bank stocks are actually going higher. Remember, they need higher rates. But if it werent for the fed, i think rates would be falling, taking the bank stocks with them. How do we make money in this rotation . First, i have to admit, it does have some legitimate numbers behind it. This company we talk about, zoets, put up its usual, incredible numbers and its stock stored. The deflation trade resurfaced, which mean money flows back to the insurers like aig, met live, and allstate. The biotechs always surge at this time, and this time is led by regeneron. Did you see insight today . It reported a miserable quarter and still went higher. You know what that means. Takeover buzz. Medical devices soared, they always go up right now. Its always business as usual in these big names. And large pharmacatches up. Eli lilly at 80, bye, bye, bye, theyre buying it. These are staples. Then we have colgate and General Mills rallying, because last night kraft heinz reported a hisohi hideous, horrible, worstinshow number, so they have to buy somebody, come up with a potential acquisition to save themselves. On the call, kraft heinz was asked if any company would want to sell to them considering their slash and burn methodology. Given that warren buffet is a major investor, we know he doesnt favor hostile takeovers. I bet he talks about this. So the question is, whos going to sell to these guys . Who would ever do it . After all, when kraft heinz went after unilever, not only did the ceo of unilever object, so did b buffett. Its quarter should have sent the stock down a minimum of 2 to 3 if not 4 to 5 pointses. And i think thats where its headed unless they can pull a takeover rabbit out of the hat. But who would want to sell to them. We had big movement for anheu r anheuserbus anheuserbusch. Corona is an instant readthrough for constellation brands, because it has the american rights to corona and mow dello. Lets not forget the highest Growth Companies have stocks that tend to run when the economy slows. So faang is a little controversial, because last night cold water was thrown on the bulls by none other than facebook itself, i still think its a remarkable business. I told you that would happen. Its suffering the same hangover we got the last few times. We all know the apple story by now and amazon is taking a breather. But netflix and alphabet, on their usual roll. Heres the bottom line. The rotation today was predictable as it gets. When oil gets slammed, the algorithms take over, the cyclicals get sold, the recession stocks rally. That tends to keep happening, until oil turns around, because you cant untrigger a machine anymore you can teach an old dog new tricks. Dont get too comfortable with this rotation, though. Because tomorrow we get that nonforeign payroll number from the Labor Department and its going to wipe todays slate clean and give you a new one to draw on. While you might have expected the market to rally on the Successful Health care vote in the house, the rip tide of oil and worries about payrolls put a lid on what could have been a raucously positive session. Lets take some calls. Why dont we start with carl in new york. Carl . hey, jim. Booyah from new york, buddy listen. Booyah. Good to hear you from. Caller ak steel, buy or sell . We are buyers of newcorp. My Charitable Trust buys new corp. Almost every single day. Its the best in show and we have to think longterm. Im going to ben in new york. B ben caller big booyah from new york. How about cg . Do i buy more, hold, or sell and realize my gain . No, no, no, you want to hold this as long as the stock market gets better, its great for kkr, great for carl icahn, we want to hold on to blackstone. Theyre all good. How about steve in missouri . Steve . Caller this is a big booyah from brother jims church of cramerica. I have invested in amazon, and due to that, i have tried to concentrate my Online Purchases to amazon, but ive noticed that amazon appears to almost always limit Free Shipping to prime members. So i found the same things on other sites, mostly ebay, that ship for free. So due to this, im questioning amazons is online selling. I know its only part of amazon, but its what the company was built on. What do you think . No, i think amazon is fine. Its you know, its a great Revenue Growth story. It actually had good profits last time. I prefer it to ebay. Ebay had a soso quarter. I say stick with amazon. All right, ready, set, rotate we saw the recession stocks rally today and that will happen until oil turns. But you know what, tomorrows nonforeign payroll number will give you a new slate to draw. On mad tonight, hey, its our last day in San Francisco. Better do things big. So were talking with intel about the future of tlechnology driverless cars, and why not throw in lebron james. Hes been looking good. I said big, didnt it. And tech inventor twillio has had a tough week with the company losing more than a quarter of its value. Ill take you behind the warning it issued to find out whether this drop is an opportunity or not. And theres one bizarre ingredient you need to understand in teslas Conference Call last night. Hallucinogenic drugs. Ill explain. 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 mad money. Cnbc. Com. She looks years younger than she should. Is it dna or olay . New Olay Regenerist helps take years off your skin age so you can look younger. Who needs dna when you have olay . New regenerist. From desktops to data centers, intel has undergone a revolution with deals, drones and drivers license cars, this giant is looking the to the future. Is now the time to plug in or could this tech shift fall short . Can a tiger change its stripes . Thats the big question with intel. The semiconductor titan is generally, and i think, incorrectly viewed as just a play on the personal computer. Lately, intel has been trying to diversify into different end markets, like the data market, and the autonomous the driving business thanks to its shrewd acquisition of mobileye. Can they grow these divisions fast enough to offset the sluggish pc business. Earlier today, we got a chance to check in with brian crosanich. Few companies have committed to putting as many people to work as you have. How much of is it that President Trump has expressed that issue and youre heeding the call . How much of it is patriotism . Or just best workforce . Weve always manufactured the majority of our products here in the u. S. , still to this day, 70 of what we manufacture is built right here in the u. S. The recent announcement we did back in the beginning of this year was really about, where do we place our next big bet, big factory . And we were going back and forth, but certainly, you know, the push for tax and, you know, american jobs, we it made sense to do it here in the u. S. And if the governments policy were to change, we get repatriation lower, Corporate Tax rate, this would probably make it game, set, match. Could it not be hundreds of thousands, but millions of jobs because of Companies Like yours and where they place people . I think you look at the amount of cash overseas right now with companies, and they want to bring it back. I think were all willing to pay tax. Its just, we want to pay a fair amount of tax. And yes, were going to go to reinvest that money. And its going to be reinvested in factories like we just announced, in stock buybacks, in all kinds of applications. All of those will be job creating and wealth creating for the u. S. Lets talk about the new intel. And i say that because people are still lagging behind. Theyre still saying, as pcs go, so goes intel. Stocks up 20 . Last quarter, people were saying data center wasnt growing that much, but no ones talking about your commitment that you identified on our show several times, internet of things, drivers license car. You made an acquisition that i think really was a state, a state that said, you are going to be the leader in drivers license cars, which i think is the biggest Single Market in the world. You bet. So, first of all, growth businesses. 30 billion of revenue this year from our growth businesses, growing double digits. So when you take a look at it, its now, you know, approaching 50 of the revenue of the company. Its more than 50 of our profit. So it is where the company is. And thats a very big change. Revenues were up profits were lagging, not up more. So all of those are doing very well. But youre right, mobileye was a big stake around Autonomous Vehicles and those are going to be cars, i think, you know, within our lifetime, its going to be things that fly. All kinds of Autonomous Vehicles. And it was really taking a look at it and saying, just like we do in most of our markets, how do you deliver the most value and the most performance for our customer . And you do that by thinking, not just as a cpu company, but you think about it as a complete platform. The complete car. And what well be able to do with mobileye is really deliver what we believe is the best performance for Autonomous Vehicles. Now, what makes it so special, because somebody could look at it and say, 600 people, 15 billion. Talk about the value of it. You always hear this term, Artificial Intelligence. You hear it, you hear it, you hear it. Youre the first person who told me about it. But its all about the software and how that software interacts with the hardware, the cpu. What we make. What were bringing together is what we believe in, and we search the world high and low. The smartest people on this planet for making the software, the arlgorithms for how the cameras, the lightdares, the radars see the world and identify, this is a little girl crossing the street versus a stop sign versus a puppy versus a ball. That is the hard part of this task. Now, at the same time, youre spending 15 billion on that, youre still ensuring your flank. You are not letting your core pc business go, but at the same time, you were more downbeat on it than others. You bet. This is the best time, i think in history, to go out and buy a pc or be in the pc business. The innovation is tremendous. Its just that, we do see that there are other places people are spending their dollars. So i cant come into you and say, this is a Revenue Growth engine, but weve been able to grow profitability and weve been driving innovation with our partners, microsoft, high pressure, dell, lonovo. The products youre going to see over the next couple of years are going to wow you, i think. And theres really no other reason to buy a Computing Device rather than a pc. Still great synergy between pc and the others, you dont have to split it out and buy a cash cow versus the other now that you have mobileye. You bet. This year were introducing products, laptops with zion class cpus so you have basically a server in your lap. If youre going to do those Artificial Intelligence algorithms, you can take your laptop off, write them right there, and actually do the testing. In the 80s, intel got out of d ram as commodities, and i know you do some flash, but is that just boom bust again . Other than the highest end flash, not something you want to play in . Well, flash, like all memory, is still a cyclical market. Its a commodity. And thats not what intels committed to. Absolutely not. So now, why are we in this business . Yeah. Okay. There are two reasons why were in this business. One is on regular flash, we believe we have an architectural and a technical a silicon differential. Something that gives us a lower cost and a better performance. So if you take a look at it, 80 of the flash we sell goes right into the data center. Okay. Theres a synergy, again, when youre thinking about the platform, its tying that flash memory with the cpu, with the but youre not able to get that crazy price increase . We get paid very well. We had 55 growth in our flash business. Theres another reason, though. Youve heard about it. Youve talked about 3d cross points. We label it octane memory. A whole new class of memory that is a mix between dram and nan. Its the speed of dram and the nonvolatility of flash, and its going to rearchitect ow memory is laid out on your pc. I can put that memory in your pc and give you a 20 performance improvement, just through the memory. Thats huge thats like a new cpu to you. And im used to the blue man and intel inside, but youve got a new campaign with lebron, who has been having an unbelievable series. Hows that going . That ones going good. And i good give to our ceo. Its really showing intel in a different light, right . Its really all back to how do we take our compute models and push them into new markets, which were doing quite a bit with sports now and digitization of sports. Have you talked to him . Its a very Different Campaign from the old days. Lebron yes, i have spent time with lebron, and the great thing about lebron, great sense of humor and hes just a great person. Will there come to be a championship that you might see down the road . I hope so. You know . Huge warrior fan. Dont tell lebron that, but fair enough. But youre going to see a lot of sports. Youll see the pga in virtual reality. I think it makes sense. Its time to refresh. Yes. Brians refreshed this company. And i think what hes doing is made it so you have an inexpensive stock with a good yield, that youre being paid for this next initiative, which i think is going to be the king of internet of things and autonomous cars. Because its the one thats most motivated to do it. Thats Brian Krzanich the ceo of intel. Stick with cramer. Announcer after the break w, elon musk on line one. And cramers dialling in. Youre a simulation simulation he doesnt youre a simulation. A 50 chance. Hes no simulation. Cramer takes tesla for a spin, next. Its our little differences, that can make a world of difference. Expedia, everything in one place, so you can travel the world better. You realize the smartest investing idea, isnt just what you invest in, but who you invest with. How do we deal with a company like tesla . If youre an analyst, i think the only way to handle an elon musk Conference Call is to take some mindaltering drugs, so you can really tune in and turn on the whole psychedelic story. I honestly dont know what else to say. No matter what you ask, to matter what you do, the answer is going to be something that blo