Jim Cramer's Top Takeaways: Apple, Facebook, Google, CyberArk Software

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NEW YORK (TheStreet) -- Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.

AAPL Chart
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Apple (AAPL) , Facebook (FB) and Google (GOOGL) : The market rotation is in full swing, and Cramer told viewers that as investors abandon the restaurants and retailers, they'll be looking for stocks like these three Action Alerts PLUS holdings for growth now that Europe is on the upswing.

All of these companies saw their earnings hurt by strong currency headwinds, Cramer noted. But now that the U.S. dollar might be done heading higher, these companies have everything to gain in the back half of 2015.

CYBR Chart
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CyberArk Software (CYBR) : In an exclusive interview, Cramer sat down with Udi Mokady, president and CEO of CyberArk, the cyber security provider that's up 284% since its initial public offering in September.

Mokady explained that when it comes to security, the bulk of the investment companies have made has been in keeping the bad guys out. But what happens once the bad guys get in? For many companies, once a hacker gets on the inside, there's little to stop them.

That's why CyberArk focuses on privileged accounts, those that administrators use to manage a company's network. The CyberArk platform locks, monitors and records everything these administration accounts do and alerts any suspicious behavior instantly.

That focus have proved successful for CyberArk, as the company now calls 40% of the Fortune 100 their customers. But Mokady noted that its not just technology that matters, it's people as well. That's why CyberArk is very selective with its employees, often hiring ex-military personnel with security clearances.

Cramer told viewers to read up on everything CyberArk is doing because cyber threats are only increasing in numbers and severity every day.

To read a full recap of "Mad Money" on CNBC, click here.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL, FB and GOOGL.

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