Oracle's business is just very strong and while last week Hewlett-Packard's ( HPQ) turn to shine, it is worth thinking about the fact that HPQ had been trying to nip at Oracle's heels when it comes to large-scale software and consulting and yet CEO Meg Whitman had nary a mention of that division.

IBM ( IBM) ran and ran hard after it reported and it has now pulled back to levels that I think can support a further advance. Two worth noting for their out-of-synch natures are Western Digital ( WDC), which remains incredibly strong despite weakened outlooks, and Cypress Semi ( CY), a dog of a semiconductor company of late with a 4% yield and a fighting chance to do a ton of touch-screen business with all about Apple. If anyone has any insight into whether Google's ( GOOG) Chrome touch screen uses proprietary Cypress technology, I would be most grateful to find out.

At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long KEY and WY.

If you liked this article you might like

How to Make Easy Money on Apple's iPhone X Worldwide Reveal: Market Recon

14 Bank Stocks That Will Either Surge or Do Nothing

Analysts' Actions -- Beazer Homes, Chevron, Ecolab, Sherwin-Williams and More

Bullish and Bearish Reversals for This Week