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Amazon became more transparent and reported strong U.S. growth. Microsoft's Windows and server strength offset weak Surface sales, while Intel was weighed down by data center pressures.
Mehrotra was the co-founder of SanDisk.
Jim Cramer is bullish on Wingstop, Sanofi, Micron Technology and Nisource.
True driving force behind this market remains earnings, says Jim Cramer, but don't ignore the impact of tax reform -- if it happens.