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 armageddon 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 tar 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 our backs. 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 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 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. 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 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 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 prosaic chips for flash memory and basic storage. Drams. 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 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 . Morning, an Earnings Report from rpm, maker of rustoleum, 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. A restaurant chain weve long championed. This will be the last time we hear from the combined company 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 of troy, the Hair Care Company that had been a major part of the selfie generation story. The company re 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 theyve 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. 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, martin mucci. 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 mb 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 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 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. Beef on olli, olli. 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 olli today, trading at 26 and thinking its being kept back by all these other retailers that didnt nearly as well. I think ollies is a buy, buy, buy. And i Hope Management comes back on because i think they tell a really great story. Hey, this one goes lower and then you got to this one, you back up the truck. Thats how good they are. You know what, we need kerin in fla. Kieran. Caller booyah, jim cramer. Booyah. Booyah, kerin. 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 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 i have to tell you, you know whose rum is great . Wilfred 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 dutyfree 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 my question is viacom cbs. Wow, 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, it has everything going for it, but its in debt. You are so right. It doesnt have any momentum. I dont know why Leslie Moonves has to be saddled with it. Then again, it does have controlling shareholders. If they wanted to get together, i think that they will. I like a standalone 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 it can take you by surprise as it did with me. The one business no one is watching thats in serious rally mode. Then are 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 veeva systems, a hot one, is on the front lines. But is the Company Strong enough to support the surge in patients . 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 . 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 here im talking about the cme group, which owns chicago mercantile exchange, or Intercontinental Exchange, known as ice, a futures trading player that bought the New York Stock Exchange three years ago, 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. I was actually waiting for a pullback, didnt get one until now. 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 ice has advanced more than 5 . If you zoom out a little, cme is up nearly 40 over the last two years. Nasdaq has rallied almost 60 , and Intercontinental Exchange has climbed 38 . Thats pretty impressive when you think the s p has only rallied about 10 over that same period. Thats some serious outperformance. All three of these exchanges gave you some incredible moves over the summer although in the past two weeks, again, theres been a little repeal of some of these gains. I got to tell you, when i saw the action in this group and studied them, i was surprised. 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 or nymex. In other words, they are the premiere marketplace for commodities, foreign currencies, and derivatives like options and futures contracts. Clearinghouse, which lets them serve as the counterparty to every trade that happens on their exchanges, meaning they can ensure your trades will actually go through. Second, weve got the one im probably most close to, Intercontinental Exchange, ice, which started as an electronic Trading Platform 16 years ago, mainly focused on futures and overthecounter products, but its since then grown by leaps and bounds thanks to acquisitions. They now operate 11 different exchanges including the nyse as well as two over the counter markets and six clearinghouses and nasdaq inc. , they run the nasdaq as well as Nasdaq Nordic and the nasdaq baltic. In addition to being a straightforward exchanging operator and clearinghouse, the Company Sells proprietary market data via a subscription service, and they make money by licensing their name to a variety of different indices. So what is driving the longterm outperformance of these Exchange Stocks . Not that long ago the consensus was it was being torn apart by 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 mostly traded sideways until the group picked up steam near the end of 2012. Since then, all three of these stocks have moved relentlessly higher. The cause . One word consolidation. About four years ago, we saw a major wave of mergers and acquisitions among the exchange companies. Regulations, it became more efficient 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 so that they took a, you know, look, if you cant beat em, join em approach to the problem. For example, in 2012, cme bought the kansas city board of trade and nasdaq snapped and bwise, maker of software for Corporate Governance and Risk Management compliance. The huge takeover of Nyse Euronext while nasdaq got into the information game and Technology Business buying Thomson Reuters p. R. And Investor Relations business as well as bgc partners. Then last year, ice bought trayport, and they also made a play for information, acquiring Interactive Data holdings. Meanwhile, nasdaq snapped up chix canada and dorseywright, the latter being an excellent maker and manager of indexes. Finally earlier this year, nasdaq snapped up 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. Just take a look at the scrum this year when Deutsch Borse made a bid for the london stock exchange. Then we heard both 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. So how do you play this blooming Exchange Business caused by all the deal making . Im inclined to prefer both intercontinental and nasdaq over cme. Why . Cme is more hostage to trading volumes. Nasdaq inc. Is the most diversified of the bunch. Last year, only 43 of their revenues came from transaction fees, which is what you typically think of as the stock exchanges core business, which is one of the reasons by the way that this bull market was eluding me. Thats what i really thought mattered. No. Increasingly theyre makin 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 the 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 income indices. Just like nasdaq, the recent spate of nonexchange acquisitions means that Intercontinental Exchange is less hostage to flucutations in trading volumes. 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, which is why last year 83 of revenues came from transaction fees, much higher than the Group Average of 67 . That said, cmes diverse mix of products, including lots of options, futures, commodities, energy and Foreign Exchange exposure, 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 yearoveryear in august although to be fair, they were up against some pretty tough comparisons. 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. 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. But given the newfound scarcity value of the exchanges and all of this coming together and to buy any of the three, betting if they can make money in this environment where volume is so low, who knows what 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. Then with biotech and pharma groups feeling the pressure due to the drug pricing debate, im looking for other opportunity in ceo of red hot veeva systems. And did you see nxb semiconductors soar yesterday or today . Im giving you my take on the potential 30 billion qualcomm buyout. Stick with cramer. Whatcha doin . Just checking my free credit score at credit karma. What the . . . Youre welcome. I just helped you dodge a bullet. But i was just checking my. Shhh. Dont you know that checking your credit score lowers it just be cool. Actually, checking your credit score with credit karma doesnt affect it at all. Are you sure . Positive. So i guess i can just check my credit score then . Oooh check out credit karma today. Credit karma. Give yourself some credit. Sorry about that. How can this have been washed 12 weeks ago and still smell like springtime. In paris. Unstopables inwash scent boosters. The more you pour the more scent youll savor. Toss into your wash before your clothes for luxurious scent for up to 12 weeks. With luxury you can feel. For longlasting scent, just pair with your inwash scent booster. Unstopables by downy. The ultimate in long lasting scent. When heartburn hits, fight back fast with tums smoothies. It starts dissolving the instant it touches your tongue. And neutralizes stomach acid at the source. . Tum tum tum tum . Where is the accountability . Yesterday the market tanked when 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 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 hunkydory. 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. 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. 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 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 fanciful. Deutsch was never in mortal danger. 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 corner to pull money out . No. Hardly. Germany is the most solvent place on earth. I think its because no one ever gets called out for being too bearish. Even saying 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 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 turnaround . 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 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 zero and 100,000 people are thrown out of work a 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 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, outright buying deutsch bank might be an incredible investment. 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 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 synovus, 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. 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 mores 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 regions stock. Regions, 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 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. Veeva systems is up over 40 yeartodate, but can it continue to deliver healthy gains . Then last year saw a record 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. Polo marco. polo marco. polo marco. s . . Polo marco. playing marco polo with marco polo . Surprising. Ragazzini, io sono marco polo. S . , sono qui. Whats not surprising . How much money amanda and keith saved by switching to geico. Ahhh. Polo. Marco. polo fifteen minutes could save you fifteen percent or more. H. Heartburn. Sorry maam. No burning here. Try new alkaseltzer heartburn relief gummies. They dont taste chalky and work fast. Mmmm. Incredible. Can i try . She doesnt have heartburn. New alkaseltzer heartburn relief gummies. Enjoy the relief. Many sleepaids have Pain Medicine but zzzquil is different because why would you take a Pain Medicine when all you want is good sleep . Zzzquil a nonhabit forming sleepaid thats not for pain, to invest in the pharma biotech stocks for over a year thanks to the worries about washington cracking down on 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 veeva systems, which starts off by making pharmaceutical sales reps more efficient. Now theyve got a software 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, veeva laid out an ambitious plan to get to 1 billion in sales by 2020. So lets check in with peter gassner, the founder and ceo of veeva systems, and 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. 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. Ri 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. 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 green screens. Their document might take ten minutes to download. Its just dramatically better. Were building a better mouse trap. Now, unlike many other companies, your total adjustable market for usual products 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 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. 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. 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. 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 . 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 gassner. Its expensive, but it should be. Mad money is back after the break. Alright kiddos everybody off the backpack, we made it to the ottoman. I like to watch them clean, but theyll never get me on the mattress finally theres a disinfectant mist designed for sofas, mattresses and more. Introducing new lysol max cover. Its innovative cap has a 2x wider spray that kills 99. 9 of bacteria. I used to blame the weather for my frizz. Turns out my curls needed to be stronger. Pantenes prov formula makes my curls so strong. Its time for the lightning round youll hear that 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 charles. Caller hello, jim cramer. How are you . Caller eagles in the super bowl. Lets see what happens. Go birds. Caller brooks automation. They make the techs move forward. I think its a very inexpensive stock and i like it. Ill go with flex, which i think is better. Flex, flex. Kenneth in florida, kenneth. Caller yes. Kenneth . Caller yes. r 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. 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. 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 let me just see if its ready. Mmm, needs some yankee candle. Third, many of these brands are [ screaming ] stick with cramer. 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Take Phillips Colon Health probiotic caps daily with three types of good bacteria. 400 likes . Wow phillips. Be good to your gut. It was all yours for the taking. Thats how i felt when i heard that qualcomm was in talks to buy, buy, buy. One of our mad money favorites, nxp semiconductors. It was totally gettable. I know that because the ceo came on the show after the company merged with freescale to become 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 freescale in a deal that made it sell 40 of the combined Companies Sales 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 clemmer 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 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 nxp semi, it 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. 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 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 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. . . when you are suffering from chest congestion but you have got a full day ahead of you, try mucinex 12hour. Only mucinex has a unique bilayer tablet. The white layer releases immediately. Mucinex is absorbed 60 percent faster than store brands. While the blue extended release layer lasts a full 12 hours. Whatcha doin . Just checking my free credit score at credit karma. What the . Dont you know that checking your credit score lowers it. Actually, checking your own credit score with credit karma doesnt affect it at all. I guess i could just check my credit score then. Check out credit karma today. Question, are my teeth yellow . Have you tried the tissue test . Ugh yellow. What do you use . Crest whitestrps. Crest 3d whitestrips whiten 25 times better than a leading whitening toothpaste 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 on this edition of mydestination, we will take you inside the pink palace. Kings, queens to celebrities. This is the epitome of luxury here. Also we will journey to an ancient world, where youll get lost in the mystery of atlantis. Atlantis has really been developed as one of the most unique vacation destinations ever built. Later well take you to a mediterraneanstyle resort where an oldworld charm