With President Trump overseas, the stock market returned today to doing what it does best, Jim Cramer told his Mad Money viewers Monday -- buying the companies with the strongest earnings. Currently, those companies are in cloud computing, a sector that's trounced nearly every other stock out there, he said.

The cloud stocks kicked off with strong earnings from Salesforce.com (CRM) last week and continued today with rallies in Workday (WDAY) , up 1.7%, RedHat (RHT) , up 2.0%, and Adobe Systems (ADBE) rallying 1.7%. Cramer also noted that Qualcomm (QCOM) and AutoDesk (ADSK) were on the move today.

Outside of tech, Cramer said the stay-at-home economy stocks were roaring, with Constellation Brands (STZ) and Domino's Pizza (DPZ) both making gains.

Then there's Apple (AAPL) , the Action Alerts PLUS holding. An analyst at RBC laid out a path for a $1 trillion valuation for Apple, thanks to predicted strength in the upcoming iPhone and services.

None of these companies need help from Washington to thrive, Cramer concluded, which is why they're likely to keep rallying even after President Trump returns to the White House.

Meanwhile, over on Real Money, Cramer takes a closer look at the companies in the realm of cloud computing. Find out which ones he thinks are poised to profit with a free trial subscription to Real Money.

Ford CEO Deserved More Time

Did Ford's (F) outgoing CEO, Mark Fields, deserve more of a chance to turn the automaker around? He'd only been at the helm for three years, Cramer noted, and had a litany of headwinds to navigate.

Fields was tasked with growing sales, cutting costs and investing big into autonomous vehicles, something that was only made more difficult by lagging sales in China and a new American upstart, Tesla (TSLA) , surpassing Ford in market valuation. Add to that a brief debate with President Trump over building compact cars in Mexico and it's easy to see why Fields told shareholders that 2017 was going to be a "down year" for Ford when the company last reported.

But Cramer defended Fields, saying that the CEO deserved more of a chance to get Ford back on course, something that takes time given the enormous amount of money that's needed to compete with the likes of Tesla and other autonomous driving leaders. 

Raise a Glass 

As the anniversary of the historic Brexit vote approaches, Cramer revisited the stocks he said would benefit the most from the decision. One is up over 15% this past year. That stock is Diageo (DEO) , makers of such liqueurs as Johnnie Walker, Captain Morgan, Smirnoff and Guinness.

Why is Diageo gaining from an independent UK? Cramer said it's because the company is based in the UK, where the pound is weakening, but sells 90% of its products outside of the UK, where currencies are stronger. Brexit has been a boon for exporters in the UK, Cramer noted, but that's only the beginning for Diageo, which continues to see strong sales as it takes market share from competitors.

Diego only reports earnings twice a year, but when the company last reported in January, Scotch sales were up a solid 6%, a trend which Cramer said he sees continuing when Diageo next updates investors in two months time.

Cramer said he'd be a buyer of Diageo on any market weakness.

Credit Card Companies Take a Hit

Yes, it's true, credit standards are weakening and credit card defaults are on the rise. Sadly, these revelations aren't from 2008 -- this is what the credit card issuers had to say this quarter.

Cramer said when the credit card issuers reported last week, their stocks got hammered, with CapitalOne (COF) off 3% and Synchrony Financial (SYF) falling by 15%. The reason? Increasing charge offs caused by weaker underwriting standards. While the larger banks, like Bank of America (BAC) and Citigroup (C) were able to offset these losses with their other businesses, the pure plays like Capital One, Discover Financial (DFS) and Synchrony, were not.

Cramer said after listening to these banks' conference calls, he cannot recommend owning any of these stocks until the losses stabilize.

Even American Express (AXP) , which had been mounting a turnaround, now finds itself on Cramer's "don't buy" list until further notice.

Executive Decision: CyrusOne

For his "Executive Decision" segment, Cramer spoke with Gary Wojtaszek, president and CEO of CyrusOne (CONE) , the data center real estate investment trust with shares that are up 25% so far in 2017.

Wojtaszek said that CyrusOne is growing five to six times faster than the typical REIT as data centers continue to be in high demand. The company sports both a growth and value story as well as a solid 3% dividend yield.

Wojtaszek said that CyrusOne counts nine of the top 10 largest cloud companies as customers and more and more Fortune 500 companies are outsourcing their data center activities. His company has centers across the country, including a new facility under development in Washington state, which has among the nation's cheapest power rates due to its extensive hydro-power infrastructure.

Wojtaszek said that CyrusOne's footprint is based on the fact that some applications, like photo and video storage, don't require super-fast access times, while other applications, like high-frequency stock trading, needs to be located as close to the action as possible.

Cramer said that CyrusOne gives investors both growth plus yield, making it a rarity in the market.

Lightning Round

In the Lightning Round, Cramer was bullish on Blackberry (BBRY) , Exact Sciences (EXAS) , Splunk (SPLK) and AstraZeneca (AZN) .

Cramer was bearish on Freeport-McMoRan (FCX) , New Residential Investment (NRZ) , Range Resources (RRC) and Nutanix (NTNX) .

Cramer and the AAP team are telling their investment club members that they see the news from Arconic (ARNC) about its proxy battle as a win for shareholders. Get in on the conversation with a free trial subscription to Action Alerts PLUS.

You're Invited: Meet the Millennial Media Moguls

Planning to be in New York on Tuesday, June 13? You're invited to join us for an evening of cocktails and conversation with three dynamic young CEOs whose companies have found big news audiences and good markets. How have they done it? What have they learned? Meet Chris Altchek, CEO and co-founder of Mic; Shafqat Islam, co-founder and CEO of NewsCred; and Kathryn Minshew, CEO and co-founder of TheMuse. Our panel discussion will be led by Ken Doctor, media analyst and columnist for TheStreet. The event, from 6 to 8 p.m. is free, but space is limited and reservations are required. Please click here to RSVP and get more information.

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At the time of publication, Cramer's Action Alerts PLUS had a position in ARNC, ADBE, AAPL.

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