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The big moves in tech aren't coming from Intel (INTC - Get Report) or Microsoft (MSFT - Get Report), Cramer said, they're coming from Tableau Software (DATA), up 47% for the year, and ServiceNow (NOW - Get Report), up 16%.
Then there are the banks. While the analysts hone in on earnings per share, Cramer said they're missing out on the big picture. Legal bills are coming down and interest rates are going up. That simple fact makes the banks a buy, even if their earnings aren't yet showing all of the positives.
Executive Decision: Patrick Doyle
For his "Executive Decision" segment, Cramer spoke with Patrick Doyle, president and CEO of Domino's Pizza (DPZ - Get Report), the pizza giant with over 11,700 locations across the globe and a stock up over 1,000% since Cramer first got behind the stock in January 2010.
Doyle commented on Domino's CFO, who is departing after 16 years with the company. He said investors have nothing to worry about and his replacement has also been with Domino's for a very long time.
When asked for an update on the re-imaging of Domino's locations, Doyle said the effort continues. While it is not resulting in a huge bump in sales, the stores are performing better after the remodeling and it does drive the brand momentum forward.
Turning to the topic of advertising, Doyle said Domino's still spends the majority of its ad budget on traditional TV advertising, but the momentum in social media and other places online continues to build.
Finally, when asked about competition, Doyle noted the big players still only have a 40% market share of the U.S. pizza business, so there's still a lot of room left to grow.
Cramer simply called the Domino's quarter "perfect."
Netflix Goes Higher
Shares of Netflix soared by 18% today, after what Cramer characterized as a compelling conference call "from start to finish." Overall, shares are up 137% for the year, but Cramer noted they're far from done heading higher.
Netflix has so many things going for it, it's hard to ignore. The service is beloved by its subscribers, it's a bargain, and the company's original content is simply brilliant. Netflix is also being preloaded onto just about every TV and streaming device being made.
Best of all, Cramer said Netflix doesn't play by the rules, as its management just continues to push into new areas that everyone says just aren't possible. Netflix, he concluded, was made for this moment in history and is taking full advantage of it.
Executive Decision: Beth Mooney
In his second "Executive Decision" segment, Cramer sat down with Beth Mooney, chairman and CEO of KeyCorp (KEY - Get Report), a regional bank with shares up 15% so far in 2015. KeyCorp currently trades at just 1.37 times tangible book value.
Mooney painted a positive picture for KeyCorp, noting that this was a record quarter in investment banking and the company saw 10% commercial loan growth across the entire franchise. She said that while expenses came in on the high side of expectations, she remained very pleased with their results.
When asked about exposure to oil and gas, Mooney said that KeyCorp only has modest exposure to the sector. While investment has declined, overall production remains high and that's good news for the U.S economy.
Finally, turning to the topic of interest rates, Mooney said KeyCorp is positioned to benefit from any rate increases, but she expected the Federal Reserve to take a measured approach to tightening so as not to stunt economic growth.
In the Lightning Round, Cramer was bullish on Valley National Bancorp (VLY - Get Report), TravelCenters of America (TA - Get Report), Skyworks Solutions (SWKS - Get Report), General Mills (GIS - Get Report), Isis Pharmaceuticals (ISIS) and Kinder Morgan (KMI - Get Report).
Chart Week: Gold and Copper
Looking at a monthly chart of copper, Garner felt the long-term trend line should hold, indicating a bottom at $2.40 and resistance at $2.80. She also noted that seasonally, this is a low period for copper, so she wasn't worried about current weakness.
Garner's thesis was confirmed by the weekly chart, which showed the commodity consistently bouncing anytime the stochastics indicated an oversold condition, as it does now. Her thesis was made ever stronger by the fact that copper is also sitting on its trend line and the commitment of trader's report also indicates a bounce is likely.
As for gold, Garner said that gold has held in the range she predicted last year on Chart Week, but has only traded sideways, thanks in part to a strong dollar. If the dollar weakens, $1,300 or even $1,400 is possible as gold is certainly due for a rally.
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