Branch with a colossal fine. I told you it was unlikely that deutsch bank would go under. Still we were bombarded by calls that this was the next lehman brothers, wall street code for its the end of the world as we know it. So today when we learned that the Justice Department might be on the verge of settling with deutsch bank for a substantially less amount, for just 5. 4 billion, basically what the bank had already set aside to deal with its legal costs, that took the arm ageden scenario off the table and the market roared higher, dow rocketing 165 points, s p soaring 1. 8 , nasdaq pole vaulting 1. 8 . Thats as good a place to start our game plan as were going to find. On monday hopefully the Justice Department and deutsch bank will agree to a settlement that doesnt exceed the 5 billion to 6 billion that deutsch bank has set aside for it. If thats the case, we should come into mondays session with a nice wind at orbacks. More later about how things really work behind the scenes in these kinds of things. I think you should hang around. I think youll like it. For now lets just say a deal would be immensely positive giving the huge number of hedge funds that are short the bank stock even though it was up a lot today. You want data that matters . At 10 00 a. M. Monday, we get the ism manufacturers report and this number was very weak last time. Its a crucial cog in the feds decision to take a rate hike off the table at their last meeting. If we get a strong number this time, then the rate hike chatter will start up again and well hear that december is live. In fact, well hear it endlessly. Thats how important the number is. However, its not as important as fridays nonfarm payroll figure which was also disappointing last time around. If we get two strong numbers this time, well, were just going to have to sit there and be riveted as the hawks and the fed say, i told you so and the doves speak out to defend their position. Tuesday we get results from two important companies. First we hear from darden before the opening. The company owns cramer fave olive garden. Look at this. Where my vegetarian daughter and i love, love, love to go. Never ending pasta pass. Shes a vegetarian. They got a neverending salad bowl. That place rocks. I dont know if i like the new computers at the table. I like the oldfashioned thing. Heres the problem. The restaurant cohort is in a terrible funk. Anyone who has owned any of these stocks as of late, theyve been totally smoked. Can darden break the spell . Heres how i view it. The cash flow in the stock of darden is bountiful. A 3. 65 yield. Im tempted to buy some darden ahead of the quarter and then buy some more afterwards because when the restaurant spending story clears up and eventually it will, these stocks will all explode higher. In the interim, darden is paying you to wait with its outsized dividend. Its a good story. Tuesdays second major Earnings Report that im also excited about is from micron, symbol moo. Theres a huge amount of consolidation going on in the semiconductor space. More on that later as were hearing about that qualcomm perhaps in talks with nxp. Other chip makers are doing better simply because theres a shortage of the products even though these products are commodities. Micron is the best example as they make pro seic chips for flash memory and basic storage. D rams. Now, demand happens to be outstripping supply for those, according to intel and hp ink, that also makes printers. Both of these companies, hp and intel, mentioned on their Conference Call that theres tightness that tightness in the industry part that moo plays in, and i think thats very significant. To me it means the stock can go higher. Wednesday we hear from a company that keeps delivering again and again. Constellation brands, the maker of the best selling beers at san miguel, as well as craft brew ballast point, and casa nobody lay, which has long been my favorite tequila of choice. The beer stocks have been on fire because of consolidation, and constellation is the Fastest Growing major Liquor Company on earth. I think its stock remains a buy. Id own some before and after. Monsanto reports wednesday too. This is a nutty one. This stock is selling well below where it was when we learned the buyer, which is the bayer kind was in talks to acquire it. We need to find out if the discount is because people fear that the many governments involved will block the deal as anticompetitive and what the company is going to do about it. The stock was at 108 when they announced the deal. 102 now. What is that about . Another one to watch in the morning, an Earnings Report from rpm, maker of rust ole yam, dap, a bunch of chemicals related to housing. I think the housing thesis is alive and well, so i expect good things from this company that has increased the dividend for 42 straight years and nearly tripled in the last decade. Compare that to a 62 increase for the s p during that same period. Another one i like, yum. Yum brands. Restaurant chain weve long championed. This will be the last time we hear from the combined company that represents all of kfc, taco bell and pizza hut. As yum will soon split into its Chinese Business and then a rest of the world business. Why does this matter . Because yum is giving investors exactly what they want. Some investors want a super Growth Company based in china. Bingo, theyll give it tao. Other investors might like a slower Growth Company thats dividend rich. I like them both right now. Stay long, yum. Heres one thats been down on its luck lately, helen troy. The Hair Care Company that had been a major part of the selfie generation story. The company clobbered the earnings per share estimate when it reported in july, but it failed to impress on the top line. Thats an issue with this market where Fund Managers really crave sales growth and they come to expect it from this company. Theyve been spoiled by amazon. Down almost 9 for the year. If youre looking for a beauty play also overdone, i think its ulta salon. Its been shelled and it has more consistent growth. I dont believe the helen of troy story is over but i cant get behind it if theres another revenue miss. Friday is data day. Were getting the labor departments nonfarm, and the expectations have been ratcheted down a bit. We had paychex on the show earlier this week. Remember the countrys number two payroll processor. It sure didnt sound like wed get a barn burner after speaking with the ceo. But a weak jobs number would actually at this point be a good thing for the rest of the market. Anything keeps the fed on hold through the end of the year will cause a yearend rally. Any pickup in wages will be viewed as a cause for concern. Two other sets of important numbers. First is german industrial production. Many are concerned theres a new slow down in europe because of the well known banking problem. I think that a weak number from germany coupled with the morass of deutsch bank could actually start the drum roll at last for needed fiscal stimulus. Start printing some money there. I cant understand what the germans are afraid of. They need it. The second number is the chinese pmi and i am betting it will be stronger than expected because of the story we told yesterday about how chinas economy, both the industrial and the service side, picking up steam. Thats a major reason why my Charitable Trust owns starbucks and why i stand behind the stock of caterpillar, which has a huge business in china. If the peoples republic starts growing rapidly again, it can give the whole world a boost. That would be incredibly positive. Heres the bottom line. We start october, a month known for its crashes even as it should statistically be known for its strength coming in with a nice head of steam. I expect to hear good things from the companies that report next week and i think peopling up some micron or darden and constellation and rpm could all be good moves ahead of their quarters. Lets go to by the way, just so you know, we are headed out west after this. Maybe even right after the show, some of us. Were investing in america, defining the future. We go out to california. We like to go back there all the time. Its the fountain of all innovation and therefore we must go. We have no choice. How about we speak to julie in florida, julie. Caller booyah, jim. Booyah, julie. Caller jim, id like your beep onoli. I started a long play, but with all the new Stores Opening this month, is this a good time to stock up on more . I was looking at it today, trading at 26 and being kept back by all these other retailers that didnt new nearly as well. I think ollies is a byebye buy, and i Hope Management comes backen. This one goes lower and then you got to this one, back up the truck. Thats how good they are. You know what, we need kieran in florida. Kieran. Caller booyah, jim cramer. Booyah. Booyah, kieran. Caller jim, my question is about alcoa. I own alcoa. Should i hold it . Should i sell it . And if i sell it, which of the two companies would be the better of the two . Well, alcoas story has got to be told. When alcoa reports, i think it could be an interesting story and were going to have to talk about alcoa. Alcoa is interesting because it is splitting into two different companies. I ha p to like the proprietary part of alcoa. I dont like as much the commodity report but really got to dig down and get that story known by people. Spend some quality time on it and let everybody in on it because my trust owns it, and i think alcoa is the kind of stock that the company has to come on mad money to really get the story told. All right. Lets go to dennis in the virgin islands. Dennis. Caller hey, jim cramer. Id love to extend you a big caribbean rum booyah from st. John. I have to tell you, you know whose rum is great . Will ford Frost Brothers rum. Im not kidding. I had it last week. It was killer. Go ahead. Caller yeah, its killer. Actually on this island, we make our own rum. You can come here and buy it and its duty free to get it out of here. Okay. Its called dummy rum or something. Caller you want to hear my question . No. Im busy talking about rum. No, lets take the question. Caller lets take the time and have a shot of rum. My question is vie com cbs. What an interesting story this is. This is my question, jim. Is it a merger to revitalize the stock of both companies because i believe one is stagnant, and one is trying to help the other in one way. And i believe its a gogo situation. I believe that theres one so international has everything going for it, but its in debt. You prosecuare so riethsd. Viacom has a huge amount of debt. I dont know why leslie moon ves has to be saddled with it. It does have controlling shareholders. I like a stand alone cbs a lot more than i like one that combines with viacom. Dont get spooked out when we start october. Take a look at micron, at darden, constellation, and rpm ahead of the quarters with some opportunities next week. On mad money tonight, you know i say theres always a bull market somewhere, but sometimes it can take you by surprise as it did with me. The one business no one is watching thats in serious rally mode. Then our deutsch banks fears overblown after hitting 30 years lows shares of the bank recovered today. And the biggest name in Health Care Calling on the cloud to treat their data needs. And beavis systems, a hot one, is on the front lines. But is the Company Strong after support surge in patient . Ive got the ceo, so 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 madmoney. Cnbc. Com. Its peyton on sunday mornings eman hey whats up, peyt . You know ive got directv nfl sunday ticket i get every game, every sunday. All in hd. Yeah. I know that. So you want to come over . Ill make nachos. I cant right now, man. Im playing. Alright. Ill pencil you in for tuesday. Get nfl sunday ticket only on directv. And watch Live Football anywhere. Switch today and get 100 reward card. Hiim here to tell homeowners that are sixtytwo and older about a great way to live a better retirement. Its called a reverse mortgage. Call right now to receive your free dvd and booklet with no obligation. It answers questions like. How a reverse mortgage works, how much you qualify for, the ways to receive your money. And more. Plus, when you call now, youll get this magnifier with led light absolutely free when you call the experts at one reverse mortgage today, youll learn the benefits of a governmentinsured reverse mortgage. It will eliminate your monthly mortgage payments and give you taxfree cash from the equity in your home and heres the best part. You still own your home. Take control of your retirement today by now you know my catch phrase. Theres always a bull market somewhere. And i come on here every night to help you find them although admittedly thats a lot easier after a fabulous day like today. Sometimes, though, youll stumble on a puzzling bull market that seems to come out of nowhere. Take the Exchange Stocks, and here im talking about cme group which owns chicago mer can teal exchange and nasdaq, which is selfexplanatory. In addition to operating these incredibly well known stock markets and futures markets, theyve also gotten into the business of providing data and Technology Services for deep pocketed Institutional Investors the world over. But heres the thing that really shocked me. The Exchange Stocks have really caught fire lately. Buy, buy, buy. Even as the group has pulled back from its highs the past couple weeks, which is why i finally feel safe highlighting them. We always prefer to do our buying into weakness. Remember, we never chase on mad money. Yep, the Exchange Operators are actually performing better than the stock markets that they run. Both cme and nasdaq are up 16 over the same period while isce has advanced for than 5 . If you zoom out a little, cme is up nearly 40 over the last two years. Nasdaq has rallied almost 60 , and interconnetinental. Thats some serious outperformance. All three of these exchanges gave some incredible moves over the summer. I got to tell you, when i saw the action in this group and studied them, i was surprised. I mean how the heck have these Exchange Stocks been able so consistently to outperform the broader averages . Let me give you a little background about the group before we dive into whats driving the stocks. First theres cme, which operates the chicago merc, the chicago board of trade, and the new york mercantile exchange. In other words, they are the premiere marketplace for commodities, foreign currencies and derivatives like options and futures contracts. Cme also has its own clearinghouse which lets them serve as the counterparty to every trade that happens on their exchanges, meaning they can ensure your trades will go through. Second weve got the one im most close to, Intercontinental Exchange, ice, which started as an prolitic trading platform. Has grown by leaps and bounds thanks to acquisitions. They operate 11 different exchanges as well as two over the counter markets and six clearinghouses. Nasdaq inc. , they run the nasdaq as well as nasdaq nordic. In addition to being a straight forward exchanging operator and clearinghouse, the Company Sells proprietary market data via a s subscription service. So what is driving the long term outpofrs of these Exchange Stocks . Not that long ago the consensus was it was being torn apart by rampant competition. Too many exchanges competing for the same volume. Just look at how these stocks have done over the past decade. They all got crushed during the financial crisis, no surprise there. Then for years while the broader averages were recovering, the exchanges traded sideways until the group picked up steam near the end of 2012. Since then, all three stocks have moved relentlessly higher. The cause . One word consolidation. About four years ago we saw a major wave of mergers and acquisitions. With all the new regulations, it became more 23ish9 for them to merge and then centralize their back Office Functions like their clearinghouse businesses. At the same time the larger Exchange Operators have been taking it on the chin thanks to the rise of electronic trading and a wave of electronic competitors. Look, if you cant beat them, join emapproach to the problem. In 2012, cme bought the kansas city board of trade and nasdaq snapped up index and maker of software for corporate governments. 2013, we got intercontinentals exchange of the huge take over of nyse youre oh next, while nasdaq got into the information game and Technology Business by being bgc partners. Last year ice meanwhile nasdaq snapped up kayax canada and dorsey wright. Finally earlier this year, nasdaq snapped up International Securities exchange. Look, this isnt even a complete list of all the deals. Its just a sampling. This wave of consolidation has made independent exchanges increasingly rare, which only adds to the groups scarcity value. Look at the scrum then we heard ice and cme were also interested. Just this week we learned the chicago board of Options Exchange is buying bats Global Market for 3. 2 billion in a deal that will make them one of the top five Global Exchange companies. The consolidation just keeps happening. So how do you play this blooming Exchange Business . Im inclined to prefer both intercontinental over cme. Cme is more hostage to trading volumes. Nasdaq inc. Is the most deversified of the bunk. La one of the reasons by the way that this bull market was eluding me. Thats what i thought mattered. No. Increasingly theyre making money from selling information as well as technology and simply licensing their name to various indexes and etfs. How about this ice, Intercontinental Exchange, the one im familiar with . Theyve also made the move toward becoming more of an Information Technology play, particularly with a 5. 2 billion purchase of idc, which sells pricing data to asset managers, hedge funds, banks and insurance companies. The combination of all these new deals has allowed ice to win some major customers including blackrocks itf business for the icefixed income indices. The acquisitions means that Intercontinental Exchange cme on the other hand hasnt been focused on buying innovation or growth. They simply doubled down on what they are, and they are the best at it. 83 of revenues came from transaction fees, much higher than the group average. Cme diverse mix of products means they tend to do pretty well when things get volatile. But the flip side of the business is that their business does less well during periods of stability. With the vix hovering near its lows, its no surprise that cmes average daily volume was down 15 year yearoveryear in augu august. Plus ice and nasdaq both reported strong top and bottom line beats in august whereas cme posted more of a mixed quarter. That said, its not like cme theyre not in bad shape. They just raised their transaction fee on energy and futures options by five cents yesterday, and you cant get away with that unless youve got pricing power. All of these have that. Heres the bottom line. The Exchange Stocks are experiencing a renaissance on wall street thanks to the huge wave of consolidation that has wiped out so much of the competition. And in this environment, i think the group can keep moving higher although i prefer to stick with Intercontinental Exchange or nasdaq inc. Which happens to be quite a lot cheaper than cme. Given the newfound scarcity, id be inclined to buy any of the three, betting if they can make money in this environment, where volume is so low, who know whats they can do if more investors ever return to their platforms . Much more mad money ahead. Including my take on deutsch bank. Why stocks were able to rally back today and whether concerns over germanys biggest and most powerful bank were overblown. Dont miss my interview with ceo of red hot viva systems. Did you see nxb semiconductors soar yesterday or today . Im giving mu take on the qualcomm buy out. Stick with cramer. 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. Ok, so we drowned the fire. Yep. Stirred it. Mmhmm. Drowned it again. Mmhmm. And now just feel if its cold. Yeah. Cool. [camera shutter clicks] [whistling a tune] smokey just gave me a bear hug. I know. I already posted it. Where is the accountability . Yesterday the market tanked when so many professionals and commentators started freaking out about how deutsch bank was in big trouble, how the 14 billion settlement number the Justice Department was talking about could bring down germanys largest bank with the possibility of real Systemic Risk spreading through the whole european financial system, even spilling over to our shores. Many people came on the air spreading fear and promoting the idea that the sky was falling. Then we hear maybe the Justice Department is only looking to hit them with a 5. 4 billion fine, much smaller than the 14 billion number that had everyone so frightened about and that the bank was having trouble getting access to credit because of. The result . Deutschs adrs these are the shares that trade here in the united states, soared 14 higher and everything suddenly is hunk c canky dory. Lost in all the relief is any sense of accountability for the people who scared you out of the stock market yesterday on fears of deutsch bank inspired european financial collapse. Why the heck is no one saying these people were clueless . Last night i told you the most likely outcome here was that the situation would be resolved. The bank would be okay. We just didnt know when the resolution might come. But there were plenty of people acting like this was, yes, i heard it again and again, a dozen times, the next lehman brothers. And nobody is holding the feet to the fire of those people who were spreading those rumors. Why . I think its because the prognostication business is totally asymmetrical. If you predict something positive and youre wrong, youll be hounded about it for the rest of your life. But nobody ever gets punished for being too negative in the court of public opinion, which is why theres often such a profound bearish bias in the media. The penalties for being wrong are just so much lower if youre a bear, which brings me back to deutsch bank. Nearly everybody is acting like this lower settlement number and the general acceptance of the idea that the bank will be just fine is now some sort of miraculous development that came out of nowhere. However, the reality is really somewhat different. Heres a bank with 1. 8 trillion euros in assets, 22 billion euros in cash on hand. Its the largest bank in the most solvent nation on earth, germany, biggest on the continent. It has worldwide reach and considered to be the most sophisticated of all european financial institutions. Certainly its the only European Bank that my harvard friends would have considered working at. Yet we endlessly heard the bank is in big trouble because the legal reserves seemed to be low at 5 billion to 6 billion versus the 14 billion penalty the Justice Department was demanding. Even before todays news that justice might only be looking for 5. 4 billion, right in line with what management had been expecting. The idea this bank might go under, i think its fansiful. Deutsch was never in mortal zang. Why was pretending this company was the german lehman, which is of course code for disaster . Whats the catalyst to send them over . Lines around the corn own to pu money out . Greek like insolvency . Hardly. Germany is the most solvent place on earth. I think its because no one ever gets called out for being too bearish. Even sayriing the slightest positive, that the deposits will be safe in the bank, will be held against you forever. Even if the Justice Department had stuck with that 14 billion figure, i think deutsch would have been ultimately fine. I think the company has been naive about the power of the Justice Department to wreak havoc, but never was the Justice Department going to destroy the largest bank in germany. Do you really believe president obama was going to make life difficult for his best buddy, german chancellor Angela Merkel in his last months as president . Destroying deutsch bank may not imperil too Many American jobs but it would have alienated one of our closest allies by wiping out jobs there. And for what . How come the stock kept calling until todays dramatic turn ja rourntd . I think both sides needed to go through the charade that theres no backstop in place. Consider if deutsch bank ever got in real trouble. Germany would bail them out, but bailouts are unpopular so their government wasnt going to admit to any kind of bailout unless it was essential. What about all the stories yesterday saying that the banks were cutting off the credit spigot . Remember that . I think they smelled blood. I think they were trying to create an opportunity to get a better return on their money. In fact, i was all prepared to come out tonight and play banker, try to set up a deal where someone could come in and play white night, investing a fortune in deutsch bank to ensure it stays solvent. But if the stories of a smaller settlement are true, deutsch doesnt need the money. What a short squeeze. How come so few people were making this point yesterday when it still mattered . Because if you go out and suggest that everything will be fine and then deutsch bank goes to 0 and 100,000 people are thrown out of work and banks throughout europe flip like dominoes, youll forever be marked as a moron. Even if theres only a minuscule chance of that happening, i mean really infinitesimal, who wants to take a risk that that one out of a billion chance actually occurs . If youre a commentator, its much easier to say that the stocks going to 0. Europe will be thrown back into a session. That way if it happens, youll be called a genius. If it doesnt, no one is going to call you on the carpet. Thats the way it works. Thats why todays news was greeted with such a surprise and that 14 increase in the stock of deutsch bank, because theres very little incentive of talking heads to stay cool and calm and collected in the face of a crisis. It doesnt pay. Now, look, if the deal falls apart and it turns out justice wants more money, i still think deutsch bank will be able to find capital either from another institution or in the worst case scenario, the german government. Given german Interest Rates are negative right now, outrying deutsch bank might be an incredible investment. Heres the bottom line. Panic makes great copy, but its a terrible investing strategy. At this point i think deutsch bank will get a much better resolution than people were hoping for. My point is the next time someone tells you the sky is falling and were facing a crisis that could be the next lehman, please i am begging you, take it with a grain of salt if not a whole box of mortons. Connie in new york, connie. Caller hey, professor cramer. How are you . Caller im a little bit worried actually about a nice little jewish company. Total systems. I remember when it spun out, absolutely. Caller yeah . Okay. So thats what i want to talk to you about. Will you explain what might be driving the decrease in share price, and should we expect more of the same and related, as you said already, about spinning out, what about sin oh vis, snv . You know, look, snv is an inexpensive bank. A Financial Technology company is up against some really sharp outfits and i think a lot of people would rather own a visa or mastercard. Snv, its come back from the dead. Its back, and i think at this point, take the money and run. Tom in florida, tom. Caller hey, jim, how are you . I am good. How about you, tom . Caller im doing great. Doing great. I got a quick question for you. Sure. Caller i good friend of mine, barbara simmons, shes an officer of the nation star. Its a large nonbank mortgage servicer out of texas has asked me, as a licensed real estate agent, to refer a realtor in chicago. Okay. Caller because she had 2,300 listings going that direction. Okay. Caller and theyre all subprime mortgages, and theyre calling them now nonbank owned subprime mortgages. Im just wondering if we see that happened again like it did ten years ago, what it might do with my regent stock. Region end the bank . I wouldnt worry about it. Its really hard to get credit in that country now, and theyre loosening it a little bit but the fico scores are real high. I dont think that issue is directly responsive to the stock of regions financial. Im not crazy about the bank, but i think regions financial is an inexpensive stock, but im not pounding the table on it or any financial right now until we get through this period. Salt may be bad for your blood pressure, but it sure helps when reading the dire headlines about deutsch bank. Take it with a pinch. This event serves as a reminder. Panic sells papers. But it sure doesnt help with investing. Much more mad money ahead. Viva systems is up over 40 yeartodate, but can it continue to deliver healthy gains . Then last year saw a record breaking 100 billion worth of mergers and acquisitions among chip makers and it seemed to drop off until yesterday. Im giving my take on a potential deal between nxp semi and qualcomm. And a thank god its friday edition of the lightning round. So stick with cramer. Zero we know its been difficult to invest in the pharma biotech stocks for over a year thanks to the worries about washington cracking down an drug pricing, but all this pressure hasnt changed how the industry works. These Companies Need to spend money developing new compounds and marketing them. When you look at the metaphorical arms dealers in the science space, some of them perform pretty well. Take viva systems, which starts off by making pharmaceutical sales reps more efficient. Now theyve got a software platform. Viva has been on fire. This stock is up more than 40 for 2016, gaining nearly 80 over the last 12 months. The companys most recent quarter was terrific. At their analysts meeting just yesterday, viva laid out an ambitious plan to get to 1 billion in sales by 2020. So lets check in with the founder and ceo of viva systems, find out more about his business is doing and where hes headed. Welcome back to mad money. Good to see you, peter. Have a seat. Nice to see again. I love the analysts meeting. There was a moment where and you guys are humble, so i dont mean to pull this out of nowhere. But where someone asked you about the competition, and you basically said that most of the competition is from 2005. Now, what does that mean . The other guys just havent gotten the memo . Well, i think, you know, were replacing legacy. And, you know, we were early to figure out this really industryspecific stuff. You could move it to the cloud. We got momentum and yet it surprised me too. Thats what were doing. Were still replacing this legacy. I was on twitter say who uses the product, and there was aid consultant and someone who sells pharmaceuticals. And they had the same answers, which is its easy to use. So what does that mean versus what they were use something. Really they were using this legacy. Youd almost consider it green screen stuff, right . You come up, veeva. Lets take our veeva vault product. This is the new product. Yes, veeva vault. When we did our ipo, when i was on here on our ipo, it was vault was at a 10 million run rate three years later its at 150 million run rate. If you look at why its taken off, interface, super fast surge, great reporting in dashboards. These people are really used to zbreen screens. Their document might take ten minutes to download. Its just dramatically better. Were building a better mouse trap. Right. Now, unlike many other companies, your total adjustable market for usual prurkts seems to go up. Why does yours go up so much . Well, were relatively conservative in the way we talk about it. We look at the products, the areas we address, and then we just expand. We address new areas. We address new areas. We address new areas. We just increased by 1 billion this year in terms of Addressable Market. Thats because of new products. Were able to develop them pretty fast because of our vault platform that lets us develop applications much more quickly than we used to because the platform is getting really robust. Were familiar a lot of your youre pretty much everybody. One of the reasons i was concerned is i said is there anybody still to get . The number of reps that are on, its also pretty much the whos who of everybody weve ever had. Are there still more guys that need you . Yeah, there are. Really. We expand in this way, so its true. If you look at the Major Life Sciences companies out there, theyve got veeva one of our products in one place or another. We expand to more divisions, month countries, more products. Were really underpenetrated although almost every company is a customer, they dont have nearly all our full suite of products. A company we used to have on all the time i kind of lot track of, metadata, Clinical Trial management systems, one of the roll outs will directly compete with metadata. Thats not 2005 technology. Thats going to be more difficult, isnt it . Sure. Good competitor. We have a new product, ctms and that competes with metadata. The market needs competition. Our approach, what will be a little different is were going after a unified suite of products. What does that mean . We have ctms, Clinical Trial management system, but we also have the electronic trial master file. So we not only have the management of it, but we have the repository of it. So thats kind of people are sometimes looking for that unified suite. Last question. The total Addressable Market is really big. You all know everybody. Everythi Everybody Knows everybody out there. Now, they were dominant in one form, Human Capital management. Then they said well do financial. Your stuff sounds so good, one day do you Something Else or this is where you are and you want to dominate . I call that the second act, right . Financials is really the second act of work data. The interesting thing about veeva, our first act was crm. Our second act is vault, so we know how to do once you know how to do second acts, you probably try to do a third. Weve been backing it. There was a guy saying, oh, its not so good. The trajectory here is on its really on course. I bet you get to that 1. 5 billion. Thats peter gasener. They own this market, guys. Its expensive, but it should be. Mad money back after the break. Announcer lightning round is sponsored by td ameritrade. It is time its time for the lightning round youll hear this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Lets start with don in ohio, don. Caller booyah, jim. Booyah. Caller my stock is eaton. Whats happening . I got to tell you its exploded. A lot of people are thinking that trucks are getting better. Cummins had a big move. That said i think the stock is headed higher, not lower. Charles in massachusetts, charles. Caller hello, jim cramer. How are you . Caller eagles in the super bowl. Lets see what hams. Go birds. Caller automation. They make the techs move forward. I think its a very inexpensive stock and i like t. I ill go with flex, which i think is better. Flex, flex. Kenneth in florida, kenneth. Caller yes. Kenneth . Caller yes. Youre up. Go ahead. Youre with jim. Caller okay. Jim, about three weeks ago, sarepta therapeutic came up with a price of 20. Right. Caller it went up to 63. Right. You know, we have now missed that stock, sir. I mean it is done it can still go higher, but i dont feel like we have any value added at this point. Chuck in california. Caller im in Golden State Warrior country. Dynasty, dynasty, dynasty. Then id like to know about home depot. Dynasty . Home depot, yes. Thats a good stock. Over the year its been flat lining and i think its an opportunity. That, ladies and gentlemen, is the conclusion of the lightning round announcer the lightning round is sponsored by td ameritrade. Hey, im cramer. Welcome to mad money. Welcome to cramerica. This is a holiday special. Remember. Oh, trust me, the stocks rallied more than 18 yeartodate, not just because this is featured in every store near you. Actually ive never seen it before other than on the set. [ blender whirring ] i like that. Welcome to the selfie generation. We need to look good for impromptu posts from the subway, right, will . Oh, green moon food. Yeah, put it all in there. Lets see what we come up with while were doing this segment. Blenders, slow cookers, coffee makers, sleeping bags, skis, tents, scented candles. Okay. Now, these might sound like two fairly okay, so it doesnt work in all situations. Let me just see if its ready. Needs some yankee candle. Third, many of these brands are [ screaming ] stick with cramer. Guyhey nicole, happening here . This is my new alert system for whenever anything happens in the market. Kids a natural. But thinkorswim already lets you create custom alerts for all the things that are important to you. Shhh. Alerts on anything at all . Not only that, you can act on that opportunity with just one tap right from the alert. Wow, i guess we dont need the kid anymore. Custom alerts on thinkorswim. Only at td ameritrade. But they demand the best shopping experiences. They may want the latest products and services, theyre your customers. And by blending physical with digital, cognizant is helping 8 of the 10 largest u. S. Retailers meet their demands with more responsive retail models. Ones that transcend channels and locations, anticipate expectations. Creating new ways to engage at every imaginable touchpoint. Its a new day in retail, and together, were building the store of the future. Digital works for retail. Lets talk about how digital works for your business. It was all yours for the taking. Thats how i felt when i heard that qualcomm was in talks to byebye buy. One of our mad money favorites, nxp semiconductors. This move has taken nxp from 82 to 102 in two days time was totally gettable. I know that because the ceo came on the show after the company merged with free scale to becoming the leading semiconductor play in the internet of things. The old company had been pigeon holed as a company that did Field Communications for apple iphones. Management saw the writing on the wall for smartphones and recognized they had to control their own fate. So nxp bought free scale in a deal that made it sell 40 of the combined Companies Sales came from the auto market, which is now the holy grail of the semiconductor space. There are tens of millions of cars and theyre filled with chips, especially the driveless car, which nxp excels in. Take a listen to what clemer had to say when he was on mad money. We Just Announced a radar product earlier this year that takes the shoebox size radar solution that you have on top of a google car to a module thats a postage stamp size. What some of our customers are talking about putting eight to ten of these around the car and actually making you safe so that it warns you about anything approaching your car. Im the only guy who coughs on tv. I sneeze. I cough. What can i do . Im like a human. Anyway, nxp extended its reach by putting chips in the echo. Thats amazons smart home product that can even start your car. We did that when we visited ford. It was fabulous. The company also developed relationships at the highest level in china. Thats hard for American Companies to do and they helped develop the mobile payment ecosystems in that country. Nxp semiit didnt get any respect. It wasnt a traditional Semiconductor Company that specialized in personal computers or gaming or communications or the ubiquitous data centers. It blazed its own trail, so it didnt get the kind of recognition that you would expect from the analysts. And that in the end is what makes it so attractive to an acquirer thats seeking to be more than just a communications chip provider. In one fell swoop, any Semiconductor Company that wants to diversify away from what i now regard as the narrow world of communications or the cloistered walls of apple can buy nxp and be transformed. Thats why we told subscribers that eventually a suitor would swoop in to buy nxp semi. Attracted by its diversification, its bountiful cash flow. Why qualcomm . I think theyre uniquely desperate for growth beyond communications. They need to be Less Beholden to these big cell phone makers from the chinese manufacturers to apple itself. Nxp gives them that option. As we told subscribers, this is by no means a done deal. Even after the epic rally yesterday and today, i think management would be unwilling to sell for less than 120 a share. Given that the stock of qualcomm has been rising as the talks have gone on, not falling, well, that may be a realistic level to hold out for. The other day someone joked to me that he was sick and tired of hearing me say that i liked nxp semi on the show because it had done nothing, and yet i kept yapping about it. I said that i believed it was incredibly undervalued and if it stayed this low, it was only a matter of time before someone came along with a takeover bid and brought out the value instantly. But he just laughed, and he told me, that will be the day. Well, it looks like the day is here. And what a sweet day it is. Stick with cramer. The experts at cdw brought i. T. Orchestration to a global outerwear manufacturer, allowing them to handle the recent popularity boom in fanny packs. Its pretty fly. Unless being 90s is your thing. Well, cdw and hpe services gave them the flexibility they needed to scale up their scale up their cloud resources, making sure supply meets demand. Poser [ classic ringtone ] whats crackalackin . Hey, did you remember to set the vcr . Increased flexibiilty by hpe services. I. T. Orchestration by cdw. Freshly made in the tokyojapanese tradition, each batch is small. Special. Unique. Every bowl blurring the line between food. And art. When you cook with incredible ingredients. You make incredible meals. Fresh ingredients. Stepbysteprecipes. Delivered to your door, for less than 9 a meal. Get 30 off your first delivery blueapron. Com cook. This clean was like pow. Ything well . It felt like i had just gone to the dentist. It just kind of like, wiped everything clean. My teeth are glowing. They look great. They are so white. Crest hd 6x cleaning. 6x whitening. And at two weeks, superior sensitivity relief to the leading sensitivity toothpaste. I actually really like the two steps crest hd step 1 cleans, step 2 whitens. Its the whole package. No ones done this. Crest healthy, beautiful smiles for life. Next week, were heading out west to cnbc one market for our invest in america, defining the future series. Holy cow, weve got some incredible interviews lined up because my staff has been working overtime to make it happen. All right. We need a deutsch bank deal if were going to keep moving higher. I like to say theres always a bull market somewhere. I promise to try and find it just for you right here on mad money. Im jim cramer, and i will see you monday male announcer america is struggling to shake off the recession. Public distrust of wealthy ceos remains high. But more and more bosses are looking for radical ways to reconnect with their workforce in order to find out whats really going on in their companies. Each week we follow the boss of a Major Corporation as they go undercover in their own company. This week, the president and ceo of frontier airlines, one of americas top air carriers, poses as an outofwork welder looking for a new line of work. My names richard jacobs. Im here to train with sue this morning. Announcer the boss will trade in his private bathroom