Donald Trump is not the only thing driving the stock market higher, Jim Cramer told his Mad Money viewers Monday. If fact, as the averages roar to new all-time highs, Cramer said there's something a lot bigger than Trump going on.

"I've never seen so many sectors rally all at once," Cramer told viewers. It's not just the prospect of economic growth in the U.S., it's the idea of worldwide growth with almost no inflation that's sending the industrials higher, while the bank are being driven by loan growth. And technology -- Cramer's focus for the week -- is expanding into old industrial America, allowing it to dominate in a world that's a lot stronger than Washington.

Case in point: Action Alerts PLUS holding, Apple (AAPL) , which today hit a new all-time high. Cramer said Apple is not just about one winner, it's about the combination of winning components such as software, apps and telco carriers, all of which help propel the company and its growing list of services forward.

It used to be that investors were only willing to pay up for high-growth tech stocks, Cramer said, but now technology is powering just about everything and Wall Street is starting to take notice.

Meanwhile, back on Real Money, Cramer talks in detail about what Trump's tweets have to do with today's all-time highs. Check out Cramer's strategies with a free trial subscription to Real Money.

Don't Be Distracted by Shiny Things

It's still OK to trade the metal and mining stocks, but Cramer said he wouldn't invest in them.

Even with copper at 20-month highs and numerous calls by pundits to buy the iron and steel stocks, Cramer said he's just not buying into the hype.

Growing demand is what drives these stocks higher, Cramer explained, and he's just not seeing enough of it. Nearly 50% of all copper demand stems from China, but thus far we haven't seen anything out of China. Here in the U.S., the auto industry drives steel prices, but sales of autos have plateaued.

Europe is seeing some strength, as is Latin America, Cramer admitted, but so far not enough to move the needle. Until he sees solid evidence of improving demand, Cramer said he would not be investing in any metals.

Executive Decision: Intel 

In his first "Executive Decision" segment, Cramer sat down with Bryan Krzanich, CEO of Intel (INTC) , the semiconductor maker that's transitioning away from the personal computer and into the industry's hottest markets, including the data center, gaming, drones, the connected car and artificial intelligence.

Krzanich said that Intel's slogan of "Intel inside" still applies, only now Intel is inside of a lot more than just PCs. Anywhere there's data to be processed, you'll find Intel, he said.

Krzanich commented on his meeting last week with Trump, saying that it's important that Intel be part of the conversation, something that 80% of Intel employees said they viewed positively. Krzanich said that his company's new factory in Arizona, for example, would incur up to $2 billion in additional costs if not for Trump's proposed tax reforms and incentives.

As for the those areas where Intel is seeing a lot of growth, Krzanich said that the data center is now an $18 billion market for Intel with great margins and double-digit growth. The PC is still a $32 billion market, however, and it is vital in funding the research that Intel does in other areas.

Intel is always thinking five years into the future, Krzanich concluded, and given that just one connected car generates as much data as 3,000 people, there will be plenty of data that needs processing.

Executive Decision: VMware 

In his second "Executive Decision" segment, Cramer spoke with Pat Gelsinger, CEO, and Sanjay Poonen, COO of Customer Operations at VMware (VMW) , the virtualization software pioneer with shares that are up 15% so far in 2017 after the company announced a $1.2 billion stock buyback.

Gelsinger said that VMware was one of the first companies to turn one physical CPU into 10 virtual CPUs and today, 80% of all workloads are managed virtually since software is so much more efficient and flexible. Virtual machines can be provisioned in seconds, he said, workloads can be quickly moved to where resources are available.

Poonen talked about VMware's partnership with (AMZN) , announced in October, saying that it's extremely powerful when the leader in the public cloud teams up with the leader in private cloud, creating a seamless experience for customers.

Gelsinger added that technology is breaking out of tech and is now touching every aspect of business, and for customers like Marriott (MAR) , that makes all the difference.

Lightning Round

In the Lightning Round, Cramer was bullish on Chesapeake Energy (CHK) , Priceline Group (PCLN) , Travelers Companies (TRV) , Allstate (ALL) , Schlumberger (SLB) , Celgene (CELG) and Zeltiq Aesthetics (ZLTQ) .

Cramer was bearish on Ubiquiti Networks (UBNT) , Lions Gate Entertainment (LGF.A) , Duke Energy (DUK) , Mercury General (MCY) , Immunomedics (IMMU) and Sunoco (SUN) .

Read more of what Cramer had to say about the stocks in the Lightning Round.

Executive Decision: New Relic

In his final "Executive Decision" segment, Cramer spoke with Lew Cirne, founder and CEO of New Relic (NEWR) , the cloud analytics company helping customers gain insight on their digital operations.

Cirne explained that New Relic helps companies reach their customers and migrate to the cloud by providing dashboards for their cloud operations no matter what platform they're on. He said the migration to the cloud is still in its first inning and while competitors like Cisco Systems (CSCO) focus on network-centric deployments, New Relic is winning in the public cloud environment.

Without New Relic, Cirne said companies would be blind, but for customers like Dominos Pizza (DPZ) , they can see how their server loads and systems are functioning in real time.

When asked about their profitability, Cirne said New Relic delivered 43% growth last year and is improving operating margins, all working towards profitability.

Cramer said New Relic's opportunity is far greater than the company's current market cap.

Cramer and the AAP team explain what Allergan's (AGN) deal for ZELTIQ Aesthetics brings to the table. Find out what they are telling their investment club members with a free trial subscription to Action Alerts PLUS.

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At the time of publication, Cramer's Action Alerts PLUS had positions in AAPL, AGN, SLB and CSCO.

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