Because the Senate Just Passed another 500 billion bailout. Bailout, lets say of the last bailout. As we quickly ran out of money thats why the dow surged 457 points s p soared 2. 29 nasdaq 2. 81 house of pleasure Payroll Protection Program was supposed to be for Small Business, right . In the end a ton of that money ended up going too big businesses, Public Companies that was a back rub and sing i feel like a chump. I guess i should be more cynical about politics, just trying to help Small Business. However, if you ask me, that wasnt really the big story of whats going on. See, theres something bubbling underneath right now under the surface. And if anything, it makes me want to be less cynical about corporate america. Thats right corporate america. See, this market is rewarding businesses that have foresight and originality and most importantly, heart i dont want to sound too sappy, i dont know how else to put it. The stocks of good corporate citizens are thriving here mark benioff, the c. E. O. Of salesforce, loves to push the idea that business is the greatest platform for social change hes a proselytizer and hes right. Business has the fire power and the smarts to make things happen benioff is not alone which is why tonight i want to focus on real Business People doing really great things that should ultimately help you make money as a shareholder i used to scoff at the idea of doing well in the end i am supposed to be a dollar sign represented by a man. But we live in a new world now, a world where doing the right thing may actually be good for business why dont we start with cramer fave chipotle which just reported 35 decline in samestore sales stock surged 12 today no, bear with me its not counter intuitive in the b. C. Era, before coronavirus, evaluating stocks was straightforward. We plot the sales in earnings against the estimates and do the same thing with the forecast not any more you have to be a total knuckle head in this environment if the cdc cant predict this pandemic, it would be hubris nor chipotle to make that attempt. Without that guidance we have to look at other things chipotle put in the top of its Earnings Release and im going to quote investing in our people has been a top priority after all, they are our greatest asset. They go on well before covid19, we had industryleading benefits for all employees that included free meals, sick paid leave, Mental Health concierge for employees and their families end quote. Chipotle paid millions in bonuses to workers for showing up during the covid era. Why . Because its part of their dna you know what else is part of their dna . Food safety. When i listened to the Conference Call chipotle is like taiwan, south korea. The two countries that handled this outbreak perfectly thanks to their experience with sars the year before. So many restaurants if theyre opening are scrambling to become more sanitary. Becoming a coronavirus hot spot would be real bad for business chipotle is so ahead of the curve here because they had some unfortunate food saft issues a couple years ago that forced them to change their protocols if you have to go out to eat right now, i cant think of a safer place on earth than chipotle but why go in person when you can get digitized you can get delivery ever since brian nickel took over as c. E. O. , he rolled outweighs for people to get food they have lanes where it takes 12 seconds to get your burritos. Uber eats, put it all together, chipotle was perfectly positioned for the stayathome economy. Yeah, they use the term i love this people who are stir crazy yeah, stir crazy at home eating the same people like chipotle. Thats why digital saltz doubled in march year over year. Accounts for 38 of the business which is why its more important than the fact they had that 30 decline in same store. Thats amazing even better chipotle is taking this opportunity to expand they can do that they got the best Balance Sheet in the business. Courtesy of jack hartung, their fabulous c. E. O mainly the Real Estate Investment trust crazy about the chipotle build out theyre the most desired tenant around when the reits are desperate for business put it all together and i think they have a winning format thats why i keep pounding the table, they can go to 1,000 even though i got raked over the coals every time i say it. The stock was trading at 786. Its up 95 smackers within precovid highs. When we went 18 months after the last bit of bad news now, listen to 3me, i cant stress this enough chipotle spent the last couple years doing everything in its power to win back your trust in this period of uncertainty, that was the strategy of big money for you as a shareholder not the only winners the parent of snapchat is the preferred way for bored young people to enjoy themselves during or between zoom classes thats why the stock jumped 36 today. C. E. O. Evan spiegel, i think hes mad at me for being so critical when the social Media Company was struggling i dont know i can be tough sometimes whatever how about texas instruments, up 5 after reassuring Conference Call, really reassuring, theyre breaking out the 2008 financial play book. It will be fine. Gees, this was like precovid. That ignited Semiconductor Stocks including intel, amd and nvidia, qualcomm, the group may stay hot tomorrow. Why . Robust number from chip equipment maker lam research but nothing was more spectacular than the numbers from a stock that actually didnt go up today, thats okay, netflix. Just like chipotle netflix kicked off 150 million for to support out of work content producers. At the request of countries that are struggling to meet broadband capacity in this new stayathome world, can you imagine having to reduce the demand what kind of product has that . Finally, they snared more than 15 million new subscribers management clarified the growth rate is unsustainable. Thats that selfee facing stuff they do. Im betting the pandemic has a long Lasting Impact on peoples behavior like chipotle, amazon offers superior price i suspect the quarantine will be fabulous for word of mouth, fabulous look at it like this the company does this cool interview as thats what they do for their Conference Call where they force their executives to name their favorite netflix shows, and ones coming up. I was furiously scrambling down the names so i could stay cool with my kids next sunday with my bougie brunch. Call was unorthodox. Show was unorthodox. They made a ton of content ahead of time, ahead of the coronavirus. Maybe its luck, preparation, i dont know either way i think the stock is more up side and its nuts that it end bed up 3upulling back today. Cliche, print. Monday, tuesday i told you not to sweat the oil meltdown. Sure, the oil stocks are horrible industry is in big trouble crude went to subzero levels because of the futures market. Sure enough, oil came roaring back today while its still bad, whoaho, the stock is getting a little rally. You can exit again bottom line, in a very tough environment, companies with ingenious leadership with a heart are doing well by doing good turns out rewarding your employees and protecting your customers is good for business just look at chipotle and netflix both of which have more upside here because they understand that business is the greatest platform for social change ted in virginia. Ted caller happy earth day, jim. Longtime listener, firsttime caller all right good to have you caller brother todd is a big fan of the show. Oh, wow, all right. Caller so, i currently hold a small position in Union Pacific railroad and after ringing the bell back in november, i still show 100 gain on the shares im interested in your thoughts, unp reports tomorrow im interested as a longterm position and what do you think about the Railroad Sector as a whole with the current covid issue. Csx reported a number that people liked, Union Pacific is every bit as well run as csx heres the way i would handle Union Pacific. I attempted even if its not that great, i go back and forth on this group. Id be a buyer why . Because i believe in the future and Union Pacific is the future. Ryan in my daughters old home state of oregon ryan caller a big rip city booyah, doctor cramer. Done your way, partner. Whats going on . Caller thanks for taking my call and your advice during these trying times thank you caller im a Young Investor and im looking to get some exposure to the Financial Sector while the market is still down i was wondering if you would recommend buying one of the Credit Card Companies looking at a more traditional big bank, or should i pass on those and look somewhere else entirely . Im going to offer two options. I think you should do mastercard which is incredibly run and owned by my Charitable Trust or you can do pay pal incredibly well run that stock is up so much i dont know, maybe you have to wait for that to come down a little bit why dont we get to victor in california. Victor caller how are you doing, jim . Not a bad day, victor i skipped my lunch im hungry just pointing that out caller i want to talk on speed i can expedia. They went up to 60 in a matter of a day i want to see if its still a play you know, she got a good looking Balance Sheet. Im sure they have lower overhead than a lot of the Hospitality Leisure businesses they own all these websites that dominate the industry im not a travel leisure fan, but i am a huge beary diller fan. What i regard as more more skeptical judgment about travel and leisure, so im okay with expedia [speaker inaudible] with the cut and recap theyre doing. There we go. Companies that are doing good are doing well Companies Like chipotle and netflix, and i think theyve got more upside. On mad money tonight, as working from home becomes the new normal, how are data centers handling demand . How hot has that been . Find out how its positioning itself in the new world. Plus we keep hearing about macys and jcpenney and kohls in trouble the bond market, you can make a lot of money off it. Dont miss my sitdown with Market Access. 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 miss something head to madmoney. Cnbc. Com. Save hundreds on your wireless bill without even leaving your house. Just keep your phone and switch to xfinity mobile. You can get it by ordering a free sim card online. Once you activate, youll only have to pay for the data you need starting at just 12 a month. There are no term contracts, no activation fees, and no credit check on the first two lines. Get a 50 prepaid card when you switch. Its the most reliable wireless network. And it could save you hundreds. Xfinity mobile. Were always searching for companies that directly benefit from the current crisis. Once you circle the wagons around them, the market is going to get hammered again and you need something you know is doing well right here. Tonight i have another one for you. Its a longtime cramer fave called Market Access holdings. A bond trading platform. For years Market Access has been fighting to digitize the bond market im been a fan since we had them on, gees, 2 1 2 years ago. Since then the stock more than doubled with a huge chunk of the move coming in the past month. Why . Market access makes its money on volume Trading Volumes have been off the charts 50 year over year in march. Thats how the stock spiked to a new high last week before pulling back its also locked down orders the pandemic has forced Old School Bond traders to get on board with electronic trading. I have to believe theyll stick with this platform even when the quarantine is over because its so much more convenient. Dont take it from me. Lets dig deeper with the chairman c. E. O. Of Market Access holdings who knows a ton about this business. Mr. Mcvay, welcome back to mad money. Hello, jim. Its nice to be with you again well, rick, every time i see you it gets better and better. Whether i bump into you on the street or you come on the show these numbers to me show me youre like the netflix of bonds, that people discovered it, its better than what they were doing the other way, and they wont they cant live without it there are some similarities theres a new way to trade bonds that happens to be much more efficient, creates more Trading Opportunities and reduces transaction costs. So weve had a great run and were not happy about the reasons why, given the events of the pandemic and the hardship that its created around the world. But it has benefited our business as the value we deliver to our clients is greater than ever in this kind of environment. Talk to me about this total credit trading average daily volume of 12. 2 billion. And total Trading Volume of 269. 5 these numbers are outstanding. Theyre big numbers and march was an incredible month because when you think about it, we started march with all Asset Managers and dealers operating off their main trading floors. We ended the month with everybody working from home. So our teams just did a great job keeping everyone connected to the market, helping them get set up at home, getting all the security certificates done properly so they could continue to trade with their clients through an extremely volatile period in march. And we did have record numbers the order flow on the platform spiked over 20 billion a day the completed orders you mentioned 12 1 2 billion per day. Not only were market volumes higher in march, but our share increased through the month as there was a premium on secondary liquidity and clients came to Market Access to find the liquidity they needed. Rick, do you think people will go back i remember the first time you were on and i was used to picking up the phone doing the trades, trying to get the best offers. I couldnt believe 30 years later they were still doing it until you. Do you think there are people who have found Market Access, recognized that they were mistaken to continue with the old way, and are never going to go back . We see significant client behavior moving toward a much more favorable view of electronic trading you know, once traders really do see begin to change their trading habits they realize electronically they can conduct more trades with their client per day. They can operate more efficiently. They can be in the middle of more Trading Opportunities and once they experience that, they really dont go back. And we did have during the month of march a new record in terms of the number of client firms that traded on Market Access as well as a number of individual traders. It really shows the cchange taking place in terms of people embracing electronic trading for a much bigger percentage of their credit Trading Volume. Many people felt because of the disruption from covid that the bond market would be in disarray i heard it over and over and over again i have to tell you, and not just from me when i read through the Goldman SachsConference Call, for instance, they found it much more orderly than it had been before how much of that could have been Market Access . Well, i think we played a role in the functioning of the market through these extremely volatile times and i look back, jim, and youll appreciate this going back to your early days trading high yield. But we looked at the move in high yield from february 24th to midmarch and high yield spreads moved from 400 basis points over treasuries, or the spread that investors demand for the credit risk in high yield over treasury securities, to 1200 over in three weeks. When we looked back at the last great crisis in 2008, that same move in high yield took 11 months so these were extreme conditions the other thing we observed in 2008 is that market volumes went down during the event. In this event market volumes have gone up, and electronic market share has gone up i think that speaks to the benefit of what we do to keep the entire global credit market connected on the Market Access platform so, rick, tell me, we hear the fed saying, you know what, were going to expand. Were going to start buying high yield. Were going to buy municipals. Does that mean that can you see them bid do they use someone . How can you tell if the Federal Reserve is in there doing buying well, we dont have any particular insight on exactly how they will implement the program, but our belief is that they will utilize the trading experience and straightthrough processing and Risk Management of black rock. I think thats why they hired black rock as their advisor. It made perfect sense to us so that they can leverage that tremendous infrastructure of blackrock to implement the program. So well see, but i would expect that thats the way the fed will operate in credit markets. Well, ive got to tell you ive got to hand it to you you told me it could go this way. I was thinking that theyre high bound, theyre never going to change and you got it right like you said, you dont want it to be because of covid, but, boy, this is the best way to