John also spoke about Rocket Fuel's relationship with ad giant Google (GOOG). He said Google remains a terrific partner, and Rocket Fuel uses its proprietary software to place ads through Google as well as many other places.
The secret to Rocket Fuel's success has been the company's ability to rapidly place ad inventory in real time, shifting placements with customers' attention and as patterns emerge. John noted that ads for pizza, for example, do well first thing in the morning because office managers order food for their lunchtime meetings.
Rocket Fuel is also adapting to the changing markets of mobile and social. John said 32% of its revenue now stem from those two key areas of the Web.
Cramer said investors need to keep Rocket Fuel on their radar as, he hopes, the volatility has subsided.
Growth Is GrowingThere's a new trend brewing in the markets, and it's one that's not going away anytime soon, Cramer told viewers -- the trend toward growth. Cramer said growth is the reason why a rocket like Chipotle Mexican Grill (CMG) could surge a whopping 11% in today's session on its huge increase in same-store sales while others, such as Wal-Mart (WMT), remained stalled with little to no growth. The retail sector has been extremely volatile, Cramer continued, thanks to the proclamation from Starbucks (SBUX) that consumers are shifting towards online shopping and away from driving to their local malls. Coupled with challenging weather and a government shutdown, Cramer said it's no wonder investors are abandoning so many stocks that now can just no longer the growth they once had. Typically, at times like these investors would flock to the safety of consumer packaged goods stocks, ones that offer the safety of dividends. But with the emerging markets hitting the skids, Cramer said these stocks have also become unattractive, leaving investors to flock to the few remaining stocks that can deliver what they need, growth.
Lightning RoundIn the Lightning Round, Cramer was bullish on Opko Health (OPK), Spirit Airlines (SAVE), Zynga (ZNGA), iRobot (IRBT) and Groupon (GRPN). Cramer was bearish on Boulder Brands (BDBD).
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