Hard selloff is this advance meaningless as the recent decline look, i want to say it had more substance given its magnitude, the dow gaining 196 points nasdaq vaulting 1. 36 . But we are in a totally erratic moment in a totally erratic month where i believe one day never seems to beget the next. But that doesnt mean we cant ponder why we went up to measure the meaning of this rally. I came up with 12 reasons why it happened, and some of these reasons have enough staying power to keep the advance alive. Lets start with copper. Thats right copper is breaking out to a threeyear high. This means something because its used to build things. It means weve got a stronger Global Economic growth spurt than people are talking about. A necessary ingredient for any sustained advance. Thats why the stock of free port has been the Market Leader. Largest Copper Company we have caterpillar is right behind them you need cat machine it is youre going to have a mineral rally. This move is also including the breakout of the stock of alum nick maker alkoa thats been hanging out in the 30s forever. China is strengthening and reverberating throughout the industrial world people just dont want to talk about it i like it. Check staying power. Second, do you know what when things were bad, we used to say europe is bad, were trading in sync with europe. When europe goes, we go up the european stock markets of late rally, we rally europes economy is strengthening, and its lifting the profits of our industrials, like those of salesforce. Com, which reported a record quarter tonight, as you will hear when we interview the ceo later in the show were now benefiting from the strength of europes economy and its currency third, Interest Rates have moved up ever so slightly. Given how oversold the bank stocks are, theyre making their cue from the yield on the tenyear, and its ticking up a few basis points some might argue this bumpup in Interest Rates is how janet yellen could react to the strength of employment that makes people feel maybe a december rate hike is back on. Banks need rate hikes more than anything else. This groups been roughed up im declaring it over. Mitch mcconnell told us yesterday that theres zero chance that congress will fail to raise the debt ceiling. Zero chance. Many, including me, have been agonizing over this debt ceiling issue for ages america is not going to default, mcconnell said and we will get the job done in conjunction with the secretary of the treasury. Congress is only in session 12 days in september. They get this done, maybe, just maybe, we could have a serious discussion about tax reform. But Mitch Mcconnell doesnt have a good track record. Fifth, the president was on message last night weve got used to him causing so much uncertainty that when he talks like he did last night, the market breathes a sigh of relief defense is the one thing this congress is willing to spend more on, and the new afghanistan plan is great news for that industry they are reliable leaders. Aerospace and defense also includes boeing, the leader in the dow, which roared today. People underestimate the tn[ bowing to the entire market. Sit a Terrific Company and usually important and not necessarily a tech stock sixth, do you know that weve had a huge correction . 40 of the stocks in the s p 500 are down more than 10 from their highs. If you were waiting for a correction to start happening, to do some buying, it already happened seven, jeff gannett, the ceo of macys, came out this morning unequivocally declaring that his dividend, which yields 7. 39 , is safe he also made sure to talk about monetizing the value of his companys real es tatate ventur. He said that he did not think that the Fourth Quarter would necessarily be promotional thats a nice change from the previous quarters Conference Call anything positive from retail after the destruction brought by foot locker, its most welcome eighth, the data center is on fire last time we had cyrusone on the show the move to the cloud is so aggressive, you have to feel terrific about this portion of tech many believed might have its business peaking vm wear is on premise, that means its at the company and not in the cloud and that term, lets just say as Deutsche Bank describes it, it was supposed to be amazon Road Services road kill. But theres no erosion in this kind of business that vm ware does the fact that both the Amazon Web Services cloud could be doing well and everybody elses cloud is doing well, thats a positive and speaking of the cloud, as youll hear salesforce. Com just passed the 10 billion run rate in lightning speed and i would use any weakness to buy the stock. Its an eight cylinder engine firing on nine cylinders nine, once again, the f. A. N. G. Tech plays are on the move micron, which makes chips and lam research were trying to desperately to break out these are ridiculously cheap stocks people worry that too much has been spent building new plants so supply is going to overwhelm demand nonf. A. N. G. Tech is crucial i like what im seeing in nvidia, which was the leader in tech, which was incorrectly viewed as disappointing. Who thought the stock of nvidia could run like this . My dog nvidia wanted to go bag to being called everest until todays action tenth, lets deal with the el vanlt elephant in the room apple, something nthe stock rale today. Everyone searches for what is right. They buy it first. Can you cue the william tell overture some classic growth names are doing better, too. Starbucks, oh, man, speaking of bow wows, today Morgan Stanley is pricing in the idea that the company is not growing like it used to. But thats already baked in and people have a chance to buy. And mcdonalds, how about that thing. Its been a huge leader. Biotechs are igniting. The video games stocks are done pausing, and theyre now recharged and ready. These are all important for a market wide rally. 12th, finally you have some big earnings reports they have all reported, and the earnings werent any good, the market didnt think so but nobody cares a market that shrugs off what are perceived as disappointing quarters is a market that could roar on good numbers this ones got positives and it ignores the negatives, which means that you can have some momentum of its own the bottom line, yesterdays Early Morning trashing was based on nothing at least todays runs got some underpinnings, which is unusual in august. Ive said we so frequently trade on nothing and make up reasons for every move in every direction. Today, we didnt have to make them up, they were right there for all of us to see james in pennsylvania, james caller hi, jim, love to show thank you, buddy. What do you like about it . Caller everything. Oh, good. Caller advanced auto parts did not meet their quarterly goal and the stock continues to drop sit a good time to get in . No, this is abindustry ive spent more time with people in this industry who dont even know themselves why its so bad. Have you seen snapon . I mean, wow we have to stay away from this industry there are a lot of industries that are doing well. We dont need to go where things arent good. John in michigan, please, John John John caller hi, jim thanks for taking my call. Good to have you. Caller yes my question is, i recently bought p. E. T. S. And i bought it at its high and one of my top holdings and its really fell. Should i try and take that money i want you to buy more. You know my thesis on this i think this Group Continues to go higher with a little breathing room now and then. All right, there are some real underpinnings to todays rally and it wasnt expected remember how many people on thursday said the bull was dead . Where are they can anyone find them on mad money tonight, theyre throwing in the towel on the 20 billion buyin of American Energy boy, was that stupid what it means for the whole oil sector then my exclusive with Cardinal Health can the company turn around . The ceo talks to me exclusively, next stay with cramer dont miss a second of mad money. Follow jimcramer at twitter have a question . Tweet cramer at madtweets send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. Were drowning in information. Where, in all of this, is the stuff that matters . The stakes are so high, your finances, your future. How do you solve this . You dont. You partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. Morgan stanley. Tmobile announces zero down for all. Now, get the whole family the hottest smartphone brands like Samsung Galaxy for zero down. Plus, get 4 unlimited lines for 40 bucks a month, taxes and fees included. More reasons why tmobile is americas best unlimited network. At the lexus golden uncoopportunity sales event before it ends. Choose from the is turbo, es 350 or nx turbo for 299 a month for 36 months if you lease now. Experience amazing at your lexus dealer. Thats why at comcast were continuing to make4 7. Our services more reliable than ever. Like technology that can update itself. An advanced fibernetwork infrustructure. New, more Reliable Equipment for your home. And a new culture built around customer service. It all adds up to our most Reliable Network ever. One that keeps you connected to what matters most. What do we think of salesforce. Com after its record performance announced after the close . The company just delivered a one cent earnings beat off of a 32 cent basis, higher than expected revenues, up 26 year over year. Dramatic increase in its marketing cloud. And salesforce just hit over 10 billion faster than any other Enterprise Software company in history. Dont take it for me, lets check in with the founder, chairman and ceo of salesforce. Com and find out more about this record quarter. Welcome back to mad money. Jim, thanks for having me great to be with you you hit the 10 billion mark, but the deferred is much bigger than that. Thats right. It looks like every region was incredible europe was great are these some big orders that you got, or just a huge multitude of large size . Jim, you can see the business is doing than tas tifantastic. Sales force exceeded 10 billion faster than any other Software Company in history in addition, just like you mentioned, we have 15 billion in on and off the Balance Sheet deferred revenue that is the predictor of 5juo Revenue Growth that is revenue we have signed and not yet recognized now we can clearly see, we are fast tracking to 20 billion youre doing a 20 billion forecast right here, right now i am. I have never been more excited about getting to 20, because 10 is behind me you have to look forward to the future and see whats coming im confused. We have a terrific chart here who is the indisputed crm Market Leader and it shows you with 18. 1 , ranked number one but your good friend, larry ellison, he said we told more than 2 billion in cloud annually this is the second year in a row we sold more cloud than salesforce. Com whos right here i think the numbers are right, jim we just pounded oracle in the quarter. You can see it in the market share numbers. You can see it in that chart that youve gone to many times that sales force is considerably larger than oracle, and the spread continues to go and you can see it in the top line growth numbers. Look at that growth. We are forecasting now 24 growth for the year. We raised our revenue guidance by 100 million for the Second Quarter in a row thats incredible. And ive got dreams of 25 25 , i think people have to recognize that the market size is much more dramatic than when we started talking about ten years ago. The crm market in 2020, how could it be more than 50 billion . Well, jim, the forecasts are that the crm market is going to 1 trillion. And that is what we are getting excited about, and that is what is really motivating this growth you can see it on the chart thats on the screen here. The crm market has gone to the largest and most important market in Enterprise Software. It used to be operating systems and databases. It used to be other things in Enterprise Software. Now its all about crm and we are number one in the Fastest Growing segment in Enterprise Software that is growing our revenue so dramatically. Youve got some interesting new clients now. I want to talk about airbus. One that surfaced quickly here David Shulkin of the department of Veterans Affairs is trying to get this department up to snuff. So he brings in you to try to help fix the v. A. . Well, yes, we did we closed a very large agreement with the Veterans Administration this quarter, jim. Were going to help them build great systems to support our veterans nobody deserves high Quality Systems more than our veterans and we are delighted to work with the u. S. Government building a system that supports our veterans the u. S. Government itself i a bit of you always say keep an open mind are we still open minded towards the u. S. Government given the most recent news events . One thing were open minded about is this is the quarter they really started buying again. They just have not been buying that much in the previous quarters, and now that the budget and these things are behind us, we see agencies like the v. A. Able to buy again that is very exciting for Companies Like sales force so it doesnt matter whos president in that case, and its not necessarily a conscience issue, whether you do work for the president. I think its important to do work for our veterans, and thats something were doing right now. You have this we talked about einstein many times. Youre saying that einstein helped airbus to use Artificial Intelligence to more accurately understand its customers what is airbus doing with a. I. That makes it so that they might do better than somebody else what a great question, jim. Here we are, weve been talking now on hooin heline here with yr more than a decade and talked about the emergence of the cloud. Everybody understands how important the cloud is its the single most Transformative Technology in software today everybody understands mobility now were really see thing incredible new capability thats driving so much growth in Enterprise Software. Were the first to deliver Artificial Intelligence in all of our products that are helping aur customers to do Machine Learning and deep learning using einstein and einstein is sales forces a. I. Platform that is the jet stream the next generation of products it makes them have the ability to make much starter decisions about their business each day, and you can see that with the customer that you mentioned, airbus, where we signed a very large agreement this quart tore help them to take all the customer and machine data that they have and make much smarter decisions with it. What was the largest order you nailed down this quarter well, jim, that company and that customer has asked us not to name them, hike many of our customers. I can tell you it was one of the largest automobile manufacturers in the world, signed a walltowall agreement with us, in sales and services and marketing and commerce very, very exciting. Another Great Company that im super excited about is louis vitton weve been talking about the Great Services weve been doing for them for automating their Retail Stores and helping them to get connected with their customers. Now you probably saw they launched a new watch this watch is fantastic, jim and one of the things thats exciting about this watch is that it has a one on one relationship with every customer that wears it. The l. V. Pass app is built on sales force. So now we have this Luxury Retail brand all connected with sales force. Well, ive got my apple watch. Ill have to look into a louis vitton watch you were the leader in talking about equality as far as im concerned and conscience as the ceo. You know that theres been the disbanding of two Different Councils with president trump. People have been coming forward saying listen, in my conscience, i cannot work with this man. Where are you, if he called you right now and said look, i need your advice, mark. Will you help me well, you know that ive worked with three administrations, and i have a set of core values you mentioned one of them, equality another is love. And the things that are important to me, you know, dont change administrations change, jim. And yes, i went to the white house and he asked me what should we do i said focus on apprenticeships. With all of this Artificial Intelligence thats happening, were going to have more job displacement ever. We need to do job retraining thats why were working to have a 5 million apprenticeship dream. For the ceos that call me and ask me what to do, should i say, should i go . I dont know what to tell them, because i didnt join any of the councils because i learned a long time ago the best thing i can do is just give my best advi advice and the best way is not to be incumbered with any job with any administration lets leave it at that. Mark, congratulations on a record quarter chairman and ceo of salesforce. Com jim, thanks so much the stocks been a horse. You see why. Its not do