Is this the beginning of the beginning of the end have we finally found a way to contain the pandemic today we got some very encouraging data from gilead on remdesivir, their powerful antiviral drug which helps people recover from severe cases of covid19 a lot faster were talking in and out of the hospital 11 days instead of 15 with the placebo a strong reduction in mortality rate thats been up for debate. May not sound huge, but results were so compelling that the doctors had to stop the Clinical Trial. It just wasnt ethical to keep giving people the placebo when they knew remdesivir could help, and that is bingo. Now look, ive been telling you an effective treatment for covid could be a game changer, saying it over and over again i said it would probably be remdesivir sure enough the market screamed high in response, surging 532 points s p 2. 6 nasdaq leaping an astounding 3. 75 . Hallelujah. With much of the country preparing to reopen for business buy, buy, buy the big worry is coming out of the quarantine will trigger a new wave of infections that could overwhelm the Health Care System frankly it does seem inevitable. There was a real possibility wed be in and out of lockdown for the next year until we get a vaccine much because, look, were not testing enough, were not Wearing Masks in this country, not doing contact tracing. Wait a second, remdesivir changes the equation it saves lives and reduces strain on hospitals, reopening the country right before we do it, it becomes a lot less risky. There are tons of skeptics who question everything from the drugs efficacy to the impact on the stock market in the twitter feed thinks its a hoax give me a break. Ill give you this i dont blame you if youre skeptical, but listen to me. In some ways i know the study doesnt seem that impressive only takes the mortality rate from 11 to 8 thats not nothing its hard lily a cure. Remember, vaccine stop things, this is an antiviral whats the deal, why was i so excited, why was the market excited from the get go in the opening bell its simple. Dr. Anthony fauci, the director of National Institutes of Health Infectious diseases, said the results of the remdesivir trial said it reminded him of his victory against hiv aids in the 1990s when it was still a death sentence he actually compared remdesivir to azt which was the groundbreaking hiv drug that turned the tied. Thats right it started when i heard that i said, oh, my gosh, i remember it i remember when it happened. You couldnt believe it, a disease that never would be cured, that they made a breakthrough okay, we still havent totally cured hiv, but we developed the cocktail of medications that have turned into a mostly manageable condition azt was the first real ray of hope fauci is a pretty buttoned up guy. Hes been skeptical of other proposed treatments for covid19 in fact, i can say hes been anything but encouraging, including toward some of the president s more illadvised not today. Not today. Today he struck a very different tone yes, the virus will still be lethal yes, this is an incremental improvement. Not a panacea. Yesterday we had nothing this is a big deal the first ingredient of a cocktail fauci is itching to put together like he did to defeat aids im so glad he stuck around. Thats why the marked roared higher today because of remdesivir. In the middle of earnings season, wall street hasnt been thrilled with many of these reports. Lets go over some when you look at the five Big Companies that reported last night and this morning, they received poorly on a basis, boeing finished up because other than demand. One winner was alphabet. You cant even look at these numbers because they seem so 1932ish nothing new there. Fed did nothing of any significance it was all gilead. I know this because i interviewed the c. E. O. S of star bucs, boeing, it stemmed from the pandemic the brilliant c. E. O. Of amd put up a solid quarter despite covid19 she trimmed 9 lthe low end of hr sale guidance, covid, of course. Thats nonsense. And delivered an excellent quarter. Slow by customers dealing with you a deadly virus that shutdown swaths of the Global Economy it is a testament to amds numbers being strong in this tough environment. Give me a break. The truth is amd ran up the quarter. Its getting hit with the predictable sell offs. Buy it if we can get through the fourth quarter, gigantic. Then theres starbucks which got slammed the beginning of the quarter because they had exposure in china. Slammed again because they have exposure here and the rest of the world. Only forced them to close half the stores in america. Theres no way it could be anything but a horrible quarter. China is open, starbucks is putting up new stars with lackery ti there i bet starbucks returns to growth mode because people love their caffeine they love that nitro stock is a buy next, i want to lump boeing and General Electric together. This pandemic has wrecked the Aerospace Industry and the 737max debacle sure didnt help we have no idea when the faa will let the max fly again southwest air said they dont expect any good news on this front until the end of october but the real problem is nobody is flying right now. Demand so the airlines are stretched thin and lots of them are cancelling their orders boeing and ge need this virus to be contained remdesivir makes that a real possibility because it starts the process of removing the huge and justifiable fear factor. Why did boeing manage the rally if ge didnt go . I believe because the c. E. O. David calhoun came on squawk on the street this morning hes going to get a loan backstop by the fed, low rate, not sell equity in the Treasury Department it wouldnt surprise me if they augment that southwest air did successfully this morning if boeing does a secondary, buy. As for ge, i dont know what to say. Its better to be lucky than good theyre not lucky. Still, i believe in the c. E. O. , his ability to turn things around with the remdesivir data. I think ge, too, is a buy. How about alphabet a good quarter, saw the stock rally 9 did that contribute to the rally . Wait a second. Alphabets fabulous cfo mentioned there might be green chutes in advertising. That was really visible before this was a burned down lawn. Then she spent the rest of the conference pooh poohing her own optimism the word they used was efficient. The wordy use is end a cycle where its trying to make as much money as possible, you have to own this stock this one took me by surprise i got used to blown quarters not blow outs. Losing streak . Over santa is all about the stroke, marking the turn tomorrow could be different in a positive way we got extraordinary numbers from facebook, microsoft, and tesla this very evening. Real eye poppers with facebook saying the first few weeks were staved right when they made the preannouncement, these are Big Companies. These are big numbers. Bottom line, for the true skeptics, i know how hard it is to believe a seemingly innocent Clinical Trial to have this positive impact, you dont believe me now youre going to complain about me later enjoy yourself this drug makes a big difference especially if you were worried about a second wave of infections after we reopen the economy. Remdesivir is just what the doctor order weston in ohio, weston caller booyah, jim, with a rip in shortages in meat how can you trade agra commodities now . What Trading Platform is young investors use to buy and sell commodities . Wouldnt it be better to buy producers and suppliers lets not outthink this, my friend you buy deere. Lets think about lamb weston. That was being too cute. You buy deere. We buy the highest quality were going to shaun in virginia shaun. Caller hey, jim, im calling in today about abm industries. Really . Caller primarily you know, thats not what you buy in a pandemic, my friend were going to have to take a pass on that its already moved up so much. I mean, they do a lot of repair rehab. I would love them to come on because their Facilities Management company it has had such a strong move. Im going to have to say no to that one michael in new york. Michael. Caller hey, jim, thanks for taking my call okay. Caller im a longtime listener we spoke about octa when it was at 40. Thats a Cramer Family favorite whats going on . Caller i think it might have been my family favorite before yours. They have that young fella. Hes not that young. Go ahead caller i read the gardeners magic report which i know youre familiar with. You bet caller since reading that i actually bought some gardener crowd strike and tonics in this zeroidentity Cyber Security space which has kind of turned into a covid security space. Yes caller in that report, i read about a really Interesting Company called ping department it ping yeah, you know, i got to do work on ping. These stocks were so hard. Ive been going with the crowd strike, pulling up with the palo alto, turning and going anyway, i got to do more work on ping its interesting thank you for those kind words by the way, tonight, i didnt even mention the president is saying some good things about oil and gas. No wonder theres a short squeeze to end all short squeezes in the oil and gas this very evening ping todays move was all about something that the bears dont want to concede. But theyre wrong. Remdesivir thank you, gilead maybe we reached the beginning of the beginning on mad money tonight. Is there still an appetite for yum brands remember kfc, pizza. Im going to talk to the c. E. O. After earnings then looking for a shelf stable stock in an uncertain market how about the c. E. O. Of campbells letting us know how its going with a ton of people losing their jobs, it seems odd versus what the dow did today how is adp faring . I have the c. E. O. , so stay 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 ado dmeynbcong he tmaon. Cc. M. 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Hey hi theres been an awful couple months for the Restaurant Industry aside from rare exceptions chipotle, dominos, delivery pick up unless you have incredible delivery and take out platform, youve been devastated increasing middle ground, restaurant chains with deep pockets are holding up okay even though it experienced big declines take yum brands with pizza hut and taco bell, one place it doesnt have was china that was spun off years ago as yum china. This morning the real yum reported the quarter wasnt perfect it wasnt the end of the world the stock only got dinged 81 cents today. It lowered sales expectations, earnings a little light. For the whole quarter, kfc saw an 8 same store sales decline taco bell was up 1 . Im jealous. Yum was in good shape until midmarch when the outbreak exploded even now theyre working with their franchisees to promote contactless deliveries and safe drivethru pick ups to allow the chain to operate in a time so many competitors are closed. Could be a lot worse whats the future look like . Lets check in with david gibbs, the new c. E. O. , learn how theyre handling covid19. Mr. Gibbs, welcome to mad money. Well, thank you for having me, jim. Hopefully well be able to do this in person after our next earnings call. Wouldnt that be great that would be terrific. Just terrific. Look, the country is about to open up. People are going to be going out. What do you think it means for your great brands . Well, look, first id like to start by thanking all of our employees around the world, particularly our front line workers, 1. 5 Million People in our restaurants. These people are dealing with an incredibly challenging environment and doing an amazing job bringing our business to life for the consumers today serving them the safe affordable, cravable and Convenient Food in a low contact manner that they want. Id also like to thank our franchisees. Theyre our partners, 2000 entities around the world of which yum china is one of them, serving our customers and taking care of our business and partnering with us to adapt to the changes that are taking place in the market place. And as you said, the business is changing and the consumers needs are changing and we are there to meet it. We have a very heavy offpremise business we were off to a great start in 2020, building on the momentum that we had in 2019. You mentioned taco bell was up 1 for the quarter. They were up 6 before we had the impact of covid19 all of our businesses are getting stronger around the world. So were now dealing with the challenges of covid19 and im incredibly inspired and proud of how were getting through this and business is getting stronger im convinced well come out of it stronger. How do you feel about the reopening . I know its going to be staged are you looking for a surge of demand the reality for us is that we do have stores closed. We had a peak 11,000 stores. We talked about that today in the earnings call. Were now down to 10,000 stores clos closed out of our 50 plus,000. The vast majority are outside the u. S. When youre talking about reopenings in the United States, its not reopenings for us our stores are open in the United States because we skew so heavily off premise. We have 95 of our kfcs and taco bells with drivethrus and obviously pizza hut is designed to meet consumers needs in this environment. For us it would be reopening the dining room. Okay. In addition to having already operated the restaurants lets talk about reopening the dining room because there are issues for instance, the cdc put out a note about a restaurant in china which had air conditioning that blew from one table to another table to another table the air flow brought out a cough that led to many instances of covid19 at the restaurant what are you doing to be sure that people will be safe in the restaurant well, to start with, were being incredibly cautious and going above and beyond when it comes to the safety of our employees and customers. I think we talked about this the last time you and i spoke. Right we always go above and beyond when it comes to food safety if the procedure at the local Health Department has wants you to put gloves on, we have you sterilize your hands before you put the gloves on even though its not required. Weve been doing that in our restaurant for years weve pivoted to masks and gloves for all employees were adding shields to our restaurants, taking the temperature of employees, all the things that customers would want to do and employees would want to ensure safety in the restaurant you raise a good point there are a lot of unknowns about reopening restaurants. The cdc is issuing guidance and the Restaurant Association has guidance were going above and beyond whatever guidance is out there thats why were going to be cautious about opening our dining rooms how about the chain of food all in the papers today talking about the food chain, does it work, could it break down . Particularly chicken and meat. Whats going to happen for you guys were in good shape when it comes to our supply chain. Its something we talk about every day. We know we have four to six weeks of supply secure beyond that we have good comfort well have supply and we have contingency plans. I know there is question about supply chain youre seeing disruption in supply chain and more demand into grocery thats causing shifts. With lack of demands, closing of some plants wont necessarily show up as a lack of food for where people want it but were in good shape. How about pizza hut, how do you get that to do better . What is going to take it so that you feel confident that this division should remain a Division Within the house of yum . Well, first of all, were absolutely ecstatic that pizza hut is part of the house of yum. Its a great brand its a global iconic brand and in times like this, its even more valuable in our portfolio. And weve been on a mission with pizza hut to migrate it from what started 50, 60 years ago as a dinein business to a true modern delivery carryout Technology Driven business and were making great progress. You can see that in some of the results i shared today and what Consumers Want from brands today, they want pizza huts kind of offering they want great indulgent food at great value price points in a safe low contact environment pizza hut as you know introduced contactless delivery and contactless carryout in china weve taken their learnings and spread them throughout the world. To give you one great data point, our pizza hut Japan Business is up over 50 for the month of april so right now were seeing that model really connect with consumers, this contactless model and everything pizza hut stands for one of the great strengths of pizza hut is this is a brand people trust they grew up with it its been around for 60 years. And times like this, people turn to the cravable indulgent food from brands they can trust, that they know are going to deliver to them in a safe manner we love pizza hut and were excited whats going on with pizza hut in the u. S. With our new president there. Last question i am concerned, you are a franchise operation. Franchisees are not created equal in terms of their Balance Sheets what are you doing to help some of the franchisees that are weaker and are they going to the ppp . Weve offered, globally weve offered for franchisees that are in distress, we have offered them a grace period on their royalties. We offered them some deferrals on capital obligations for remodels in new unit stores. We recognize liquidity is important and we want to support our franchisees. As far as u. S. Franchisees accessing the ppp program, as you know, being a Restaurant Owner and Small Business owner, and a great advocate for the Restaurant Industry, i might add thank you our franchisees are that, Small Business owners. They were harmed when the coronavirus hit. It impacted everybodys business what theyre doing with their banks and applying for loans is obviously their business but certainly the program was designed for people like them to keep employees employed in their stores and thats what were doing as i mentioned earlier. Were staying open through the crisis obviously Worldwide Organization so each country different. But you feel pretty confident most of the countries are in pretty good shape . We feel, as we said on the call today, the franchise health you cant paint with a broad brush when you have 2000 franchisees. We went into the crisis certainly with a few people that were in distress that hasnt changed. But were working with each of our franchisees. Were going to get through this. The spirit in the field is clearly were learning every day. Were an organization built on brand builders, people that react to consumers changes. Were figuring out how to thrive in this environment and i see our business getting stronger every day. Excellent, thats great news. David gibbs is the c. E. O. Of yum brands, yum. When the smoke clears there wont be Many Companies left this is one of them. Mad money is back after the break. These days, its anything but business as usual. Thats why working together is more important than ever. At t is committed to keeping you connected. So you can keep your patients cared for. Your customers served. Your students inspired. And your employees closer than ever. Our network is resilient. Our people are strong. Our job is to keep your business connected. Its what weve always done. Its what well always do. We know the packaged food is on fire. People all over the world now feel compelled to keep their pantries well stocked. Weve seen the empty Grocery Store shelves. Yesterday campbell published bullish data from iri. Thats the market firm wall street swears by in the four weeks ending april 19th, meals and beverage up 34 . Snacks 16 Campbell Soup up 41. Prego pasta sauce 49 Pepperidge Farm cookies 28 kettle brand chips 45. 44. 5 only goldfish experienced a decline. Maybe supply problems. Everybody loves goldfish even before the pandemic. Phenomenal growth. No wonder the stock rallied 23 points the new president and c. E. O. Of Campbell Soup and a man who is widely viewed as a miracle worker within the industry a clear sense of where his company is headed. Welcome to mad money. Great to be here, jim im happy to spend some time with you today im thrilled that youre here sir, the moment it happened, i admit i had a panic attack, but my wife, she said lets have a Campbell Soup attack we went in, Everybody Knows this, we bought, i dont know, 20 cans, then we bought Everything Else you make you know what, i found out its like what my mom said, i love it its like we rediscovered it is that whats happening you have too many repeat orders for me to think it was onetimeonly pantry i think you are not alone in your experience. I think, you know, we saw the move from the initial pantry loading and very much followed a lot of the same behaviors youd see in a big storm or something coming in. But what weve been experiencing since then is really what i believe to be more behavior driven in. So ive got the product in my house. Im spending more time at home im cooking more a lot of the behavior is driving the usage and i think so far what were feeling and still relatively early days, is that that experience has been positive im really happy we started this journey before the situation occurred, and i think it allowed us improving quality of the product, really driving focus on those core businesses that are now incredibly in high demand as we look across the portfolio now, what happens are you working 24 7 because i checked last night at a store. Its still not there it still runs out. Its like i get called the same thing the truck comes tuesday morning, jim. The truck comes tuesday morning. When can you possibly catch up with demand . Were working hard. I do think if youre watching the trends very closely, weve seen a little bit of a slowdown in these last couple weeks which as you point out is not the worst thing in the world as it gives us an opportunity to rebuild some of that inventory i can promise you, the plants have been doing just an amazing job. I mean, im inspired daily by watching our team go to work, get the job done, whether its in the plants or on the front line for sales and were doing an amazing job but if youre looking at fourweek trends where youre watching demand in the 40s on a business that we were just in the early innings of a turn around on, it certainly put a little bit of a strain from day to day but i feel good about our ability to keep filling the shelves on a regular basis and keep that flow of product going. Okay. We knows people are snacking more than ever, particularly, theres a lot of work at home. I think thats part of the soup. But snyders, lance, i was critical of the deal i thought it was overpay i also thought it hurt the Balance Sheet. That was previous administration, we dont have to think about that you have worked out this Balance Sheet and youve got snyders going, i say maybe this deal wasnt so bad, is that fair . I think its very fair. You know, and ill be honest my perspective from the outside looking in, i think i underestimated as well what the value of this portfolio really is and when you look now at what were bringing to bear in snacking, i think were in a very unique position were playing in big welldeveloped categories. But were playing in differentiated ways. If you look at the brands we have, whether its within crackers, having goldfish, a better for you kid snack, or within cookies, huge category, but were bringing a more premium offering with milano and farm house even in Tortilla Chips which has been experiencing a lot of growth, were bringing late july, which is an organic platform thats really worked well and i think our ability to play in unique ways and bring the power of these two companies together, great Marketing Innovation and Growth Engine on Pepperidge Farm. Very scrappy kind of in the weeds dsd organization and instore merchandising from Snyders Lance bring those two organizations together, its created a formidable portfolio, one i think is well positioned, argue better than i thought until i got under the hood and got to see those businesses. That leads to my next question i think its important i should have said this at the beginning. You had a lot of momentum going into this because of changes that you made. One of them is hard for us to understand unless were in your business you put as number two reason why you have progress improved retailer relationships is that clubs . Is that chains and what did you have to do . Because obviously theyre your partners and if they dont like you, they can hurt you if they like you, they can help you. What did you do . Well, i think the first thing and this is so important for the world we were in before. The world were in now, and i would certainly expect going forward, is really understanding what the strategic objectives of your partners are and finding ways where were able to create common ground. And, you know, i tell this story a lot. I think we were in a world where some of our businesses, iconic businesses like soup, we were managing more for cash and profit while our Retail Partners are trying to grow and create share and demand when youre at that position of differe different objectives, a lot of times conversation will deteriorate about distribution thats not the conversation you want to have what we need to do as a clear leader in soup or pasta sauces, we have to find a way to Work Together to bring relevance back to these categories, important categories, even more so today, to be able to drive growth and when we do that, i think the conversations change and a big part, i believe, of some of those early wins that we were getting was just coming back to the table in a way where were talking about growth and its just so important to do that as the retailers are trying to solve many of the same problems or challenges we are. One last question everyone is on edge. How can you not be when youre on edge in my household and many households, we go for what we like the most, and we eat it and were not that sensitive to calories. Potato chips, my absolute favorite food, everybodys favorite food. These numbers are exploding. Is it because people say, you know what, i need a break, give me a bag of potato chips yeah, i think i would say were seeing three trends right now that our portfolio happens to be very well positioned to address within Consumer Behavior and i think, again, youre not alone. Were all experiencing a little bit of this unprecedented environment, and it does change behavior and i think the three big trends that were seeing right now first is this renewance a renewal in cooking as a behavior and im not talking about gourmet cooking. Im talking about what we call quick scratch cooking, putting a few ingredients together that our products serve very well right i think the second trend and the one you just talked a little bit about is comfort, right. So coming back to brands that bring comfort. And that may be anything from, you know, campbells chicken noodle with a Grilled Cheese sandwich to a bag of kettle potato chips all of those serve to come back to comfort and third, the one we think about going forward, were very mindful around is value. Right regardless of where you mayland on yomay land on your perspective of what the economic environment looks like, were going to be navigating some semblance of a recession or at least economic slow down. And our ability to bring value to everyday consumer households is very important. And again, i think if you look at our snacks and our meals and Beverage Business and historically speaking weve been very, very relevant in those moments of value we have to leave it there you have crushed it. I wish we had you before this so we would know where the term was going. Thats mark clouse, president and c. E. O. Of campbells soup. Er thank you so much, sir. Well see you again absolutely. Mad money is back after the break. This virus is testing all of us. And its testing the people on the front lines of this fight most of all. So abbott is getting new tests into their hands, delivering the critical results they need. And until this fight is over, we. Will. Never. Quit. Because they never quit. With the pandemic priced in, thats the question at the heart of this market last month the averages crashed. Trillions of dollars in value were wiped out in the blink of an eye and thats why for weeks now all sorts of stocks have been able to rally stocks are right in the covidinduced slow down. Take data processing, adp for short. The largest Payroll Processor in america. At a time when millions of people are losing their jobs, youd think adp would be a tough stock to own they didnt withdraw their guidance like so many other companies. They gave you some certainty, but how bad could this get in response to the stock rallied 3 bucks. Adp was already punished for this weakness. Midmarch the Stock Plunged from 182 to 103 40 decline. Too much it rebounded to 145, i think thats more realistic. These guys are uniquely plugged into the u. S. Economy and useful to the u. S. Government listen to what former white house Economic Advisor gary cohn had to say on closing bell yesterday. If we really want to get this right, why not give the money to the Payroll Processors, let the Payroll Processors they know how Many Companies need the money. They know how many employees they have. Just treasury, go send the money to Payroll Processors and then lets followup with the paperwork behind that. I think that would have been a cleaner way to do this and i think we would have had less mission tak mistakes getting the money to the right people Carlos Rodriguez is the president and c. E. O. , welcome back to management hey, jim, how are you good, carlos. Hope youre doing same im doing all right i hope youre healthy and your family is healthy. Its obviously a challenging time and wish we werent talking under these circumstances, but happy to be here with you. Im glad youre here. All right. Ive got to ask you something. We always hear wait a second. How can the stock market be going up when theres maybe 20 Million People unemployed . Things are going badly you know, you are at the intersection of really business creation in this country what do you tell people when the stock market goes up, knowing what you see in the job world . I tell them to call jim cramer i think, jim, what happens is as you tell all your viewers, the market is the ultimate kind of look into the future and i think what might be happening is people may be already anticipating the worst may have been behind us. I dont know because obviously im not a scientist, and im not a doctor we have seen a couple indicators of some bottoming. We have hr track the number of new job postings and screenings of background checks when people get hired. Those numbers kind of fell off the cliff at the end of march all the way into april and the last couple weeks weve begun to see those numbers actually stabilize and so it doesnt mean people are getting hired yet, but its possible that companies are anticipating some kind of normalization or opening in certain states they may be already posting jobs so the market has a way of sensing these things, but i think you know that better than i. Well, thank you but there are some great comments at the end of your conference call, your third recession. I think maybe you can put it in perspective more than most, particularly who are worried about their job or have lost their job. Youve seen it there is an end and it does come back absolutely. I tried to really get a sense of realism, but also optimism on our call today because the truth is that this downturn is much worse than what we saw in the last two recessions in terms of just magnitude and also the speed. But that doesnt mean it necessarily has to last as long. When you see the government stimulus being put into the system, the fact its a Health Crisis, not a banking crisis or some other kind of crisis we had in 2000 and 2008, there is some hope that things could improve quite a bit faster but what i tried to convey is theres really no way of escaping the fact that the numbers are bad. We know theyre bad. The people out there know that theyre bad. And the people losing their jobs are feeling it unfortunately firsthand. Theres really no way to sugar coat it. Its a bad situation the government has reacted in the right way and im hopeful that as we get through the Health Crisis that the economy, which obviously exited in a strong position as we did, we had a great third quarter, i think as you said. Its one of the best quarters youve ever had. Yeah, we saw the metrics. Weve been working hard the last two, three years you know this. Weve talked a few times about improving our products, improving our productivity weve had margin improvement improvements in client retention. We really were firing on all cylinders. This happened, it happened to everyone, so theres no sense in crying over spilled milk we have to move forward and pick up the pieces we have. We exited in a strong way, the economy was in strong shape. So we and the economy have taken a strong position when this thing rebounds to be able to have an advantage. I ran a clip from my friend gary cohn who felt the same way. I went to the treasury, said the same thing adp would be the best way to figure this out. Neutral, you get the numbers, no persuasion, no mistakes, no giving to ruths chris, no giving to shake shack. No giving to l. A. Lakers why do you think you didnt get it and how much better do you think you could have done . Well, as you probably know, weve been working with various parts of the government. Weve worked with treasury, with the irs, with sba. I myself have spoken with a number of senators we offered i think an open letter to u. S. Leaders that we would help in any way that we could. And the problem is this is a very complicated situation the scale of the issue that needs to be addressed is quite large. So i think when the clip that you just played, the concept of getting money out there and taking care of the people work later i think is a great idea, but probably not one that was workable and in defense of what has happened with the sba and the banks, had we taken that approach with the banks, we probably would have been able to expedite, you know, the money getting into the hands of Small Businesses getting to the right hands, because you have the real figures. Absolutely, we definitely do. And i think they are in great relationship with the government were completely nonpartisan we dont have any real biases. Were here to help we want to be good citizens. You said numerous times on your show, this is the time for all of us to pitch in, be good citizens, help our associates, help our country, help our world. We are a global company. As a client of your company, it would have been a lot easier to go to you but, you know what, they did what they did, its keeping the country afloat youre doing what you can do, too. Carlos rodriguez is the president and c. E. O. Of adp, Great American company, unbelievable quarter this is a buy. Mad money is back after the break. Feed a healthy lifestyle, with pure protein. High protein. Low sugar. Tastes great high protein. Low sugar. So good. High protein. Low sugar. Mmm, birthday cake. Pure protein. The best combination to help you stay fit. [female vo] restaurants are our family. The cornerstone of our communities. And our family needs help. Right now theyre facing a crisis. And theyre counting on your takeout and delivery orders to help them through. Because if we dont treat restaurants like family today. They might not be around to treat us like family tomorrow. Grubhub. Together, we can help save the restaurants we love. Announcer lightning round is sponsored by Td Ameritrade it is time its time for the lightning round buy, buy, buy sell, sell, sell. [ buzzer ] and then the lightning round is over. Are you ready ski daddy lets go to mark in texas. Mark caller jim, hello. How do you feel about dp, debt soaring business output not good no, you have to be careful. They actually have pretty good oil output remember we went for trade on the oils in the large the one i said you should buy is chevron. Sticking by that lets go to beary in delaware barry. Caller ive been watching you since larry kudlow the blood transfusion space, pathogen and platelet and plasma components with plasma as a possible treatment for Covid Patients whats your theory on thats a great idea, a great spec idea. I have to do work on that. Remember, this is not a large cap company. This is the kind of thing where you get that kind of analysis that you just give me and you put me to work and thats what im going to do. Lets go to mike in pennsylvania mike, mike, mike caller jimmy chill, thank you for 25 years of Market Wisdom well, thank you very much i be chilling. Caller hey, what do you think of pjx i am all over tjx like a cheap pair of black pants that i bought there before i went on the west coast and i beat they have heres the deal with tjx all this inventory, owned it for the charitable trust, crushed in it, they are going to be the beneficiary of all the problems of the other stores. Thats why you should buy tjx. I need to go to corey in ohio, please corey. Caller dr. Jimmy chill, thank you for taking my call, sir. Of course caller i was wondering with the rapid growth in ecommerce if west rock wrk is a good long term buy i have to tell you this company, i bought it the theory i was using, it got completely crushed the stock is finally bottoming i dont have a reason why its bottoming other than the fact that, yes, ecommerce once again. What its levered to is the number of plants and how much liner board is per piece, but its good for trade. Betsy in california. Betsy caller hey, jimmy, been with you since kudlow days. Oh, my god, thats a long time kudlow is running the country, hes dynamite. Whats going on . Caller jim, i live in danville, can ha danville, california youre familiar with that. Yes, i am caller near blackhawk. People who work very hard and are very successful never have any time true. Caller for that reason, even though it may be a temporary dip in rh, rh is going to come out of this smelling like a rose yes just got to come out of it [ buzzer ] we didnt get to the stock side of it and the stock is rh i love rh. Somebody downgraded it the other day. Are you kidding me you downgrade it here . 3 minutes, gary, will you please come on and tell people buy, buy, buy dont stop buying rh. And that, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by Td Ameritrade my dashboard my dashboard before we board. Excellent. And you have thinkorswim mobile so i can finish analyzing the risk on this position. You two are all set. Have a great flight. Thanks. Well see ya. Ah, theyre getting so smart. Choose the app that fits your investing style. Theyre letting every company live thats my take away when i see gigantic moves in carnival, norwegian cruise, all the oils and the hotels particularly after hours until this week it wasnt entirely clear what the fed and the white house were planning to do to fight the rising tied of unemployment but now the whole picture is coming together with the Payroll Protection Program, theyre trying to save Small Business. Even if it means finding Larger Companies that need it or shouldnt get it, i think its better to err on the side of doing too much than too little especially since Larger Companies have been shamed into returning the money. More importantly for the broader economy, when you look at the terrific action of the cruise lines, marginal Credit Card Companies and the airlines and the hotels, you have to understand thats because the fed is going to backstop loans to these firms directly or indirectly its an implicit guarantee for all sorts of companies in the travel and Leisure Business which is why the cruise ship is rallying all week. You have to layer on the remdesivir factor. We have the chance of beating the illness in the near future and you like to cruise, i know youll be back cruising. I have to tell you, they are so inexpensive, theyre begging you to take one. Have vaccine, will travel. This is huge, people, huge the fed is picking some winners and some losers, but almost everyone is a winner oh, and then after the bell we find out that the president is directly involved in helping the oil industry this is causing a short squeeze of epic proportions. We said you could buy the oils on mondays show and i was roasted and flaired on twitter as much as i was for backing remdesivir i told you all you needed to know which way the shorts were leaning. Supporting the industry is the right move they might go under producing more layoffs like the depression the fed and treasury decided its better to keep the Big Companies on life support until we beat this pandemic and the economy comes back the Ripple Effect here is incredible the bank stocks were oneway ticket to hill theyre roaring. The companies that fail in this recession, if thats the Case Financials will be just fine regardless of how much credit card and mortgage debt goes unpaid its not the end of the world if youre being back stopped. Not perfect. You can argue the system where we bail out the Biggest Companies every time there is a recession is unfair, id say you have a point right now the alternative is worse. We know many Small Businesses will fail when the payroll protection runs out because they cant turn a profit if social distancing remains in effect now you have to take the seats out. You have to take tables out and show people where they can stand at a bar id say the vast majority of them were doing okay before the virus hit. Thats the economics of the business again, though, its easier to keep them alive were the Payroll Protection Program hoping for a vaccine or a cocktail on top of remdesivir than it is to let a gigantic industry to go under than cause millions tolose their jobs and there are millions in the travel business. Is it unfair to let them live . Sure, capital and purists. Our country has been devastated by a horrible pandemic its not our fault there is a lot of unfairness going around all we can do is pick the least bad option call me crazy. The least bad option is where we avoid a second Great Depression which is exactly what the fed and treasury and the president and congress are all trying to do stick with cramer. Say hi. A pandemic has the possibility of bringing us together in ways none of us would have been able to expect. Im so small said the mole. Yes said the boy, but you make a huge difference. The one thing we didnt expect to see, genuine blowouts, i have to tell you, microsoft was a blowout huge numbers facebook, i mean, who would have thought that facebook was supposed to be doing theyre supposed to be doing terribly. No, theyre doing unbelievably well qualcomm having unbelievable numbers. By the way, can i say cruise ships soaring, airlines soaring. Oil soaring. Lots of short squeezes after the bell well give this a couple more days and then we have to rethink because at this point were starting to really head into some sort of breakout zone. I like to say theres a bull market somewhere and i promise to find it for you here on mad money. Im jim cramer see you tomorrow markets in turmoil with scott wapner is next watch alisa live on the cnbc app. Good evening im scott wapner on the 122nd day of the coronavirus crisis. Wall street surges amid new promise of a drug to fight covid19 a drug can block this virus. Optimism soars. It means you build on it. And so do stocks. Tonight new details on positive data on gileads drug to fight the coronavirus. And one doctors warning th. This isnt over yet. Starting in the u. S. We are going to open