Today the markets earned back a lot of investor trust, Jim Cramer told his Mad Money viewers Thursday. Today's rally included not just tech and not just a handful of leaders, but a broad base of winners, proving that the U.S. economy is doing better than most people think.

Last week, Cramer said a rally isn't really a rally unless the transports confirm it. Today, both FedEx (FDX) and UPS (UPS) rallied 2.3% and 1.5%, as did the rails and a host of other names.

Retail saw a boost from Dollar General (DG) surging 6.5% along with strength in Home Depot (HD) and Kohl's (KSS) , which now sports a 5.6% dividend yield.

Tech included some new winners, like Tech Data (TECD) , up 6.2%, and Palo Alto Networks (PANW) surging 17.2% on excellent growth.

Need still more examples? Cramer called out Pinnacle Foods (PF) , up 6.1% and Deere & Company (DE) tacking on 1.8%. Even the casino stocks were hot, with Wynn Resorts (WYNN) and MGM Resorts (MGM) remaining Cramer favorites.

Among the few stocks Cramer didn't like was Wells Fargo (WFC) , a company he said remains in purgatory.

Meanwhile, over on Real Money, Cramer says it's always good to see a real bargain go higher. Get his insights a free trial subscription to Real Money.

Executive Decision: Workday

For his "Executive Decision" segment, Cramer checked back in with Aneel Bhusri, co-founder and CEO of Workday (WDAY) , the cloud computing company that just posted a 13-cents-a-share earnings beat with accelerating revenue growth that rose by 38%. Shares of Workday are up over 50% so far this year.

Bhusri said that Workday continues to grow thanks to its strong portfolio of financial, payroll and human capital management offerings. That's why companies like Nasdaq (NDAQ) will start in one area, like human capital, then expand to Workday's other offerings.

Workday is also excelling in the retail sector, Bhusri added, with clients like Walmart (WMT) and Target (TGT) being among the company's 1,500 clients.

Artificial intelligence and machine learning are also part of the Workday platform. Bhusri said the company's new analytics can predict with 90% accuracy whether an employee is likely to leave a company within the next 12 months. Those same intelligences are now being applied to determining which customers are most likely not to pay their bills on time.

Executive Decision: Now

In his second "Executive Decision" segment, Cramer sat down with Robert Workman, president and CEO of Now (DNOW) , the oil service spinoff of National Oilwell Varco (NOV) that debuted in May 2014, just as oil prices began their decline.

Workman said the most recent oil downturn was one of the worst he's seen, and Now's timing for coming public couldn't have been worse. But, since their spinoff, not only have they been able to reduce costs and survive, they've also managed to complete 12 acquisitions to set themselves up for growth going forward.

Workman then explained that Now provides the initial equipment for oil drillers, but most of his company's revenue stems from operators like Pioneer Natural Resources (PXD) who operate the wells over their lifetime. Thus, his company's revenue tends to lag the current drilling rig count numbers by four to six months.

Cramer said this company has made a remarkable recovery even with oil prices still low.

Political Logjam 

As President Trump makes waves by withdrawing from the Paris Climate Accord, Cramer said he's reminded of just how drastically the president's priorities have changed over the past six months.

Just after the election, it seemed like a sure thing that tax reform, repatriation and deregulation would come to pass, and quickly. After all, with Trump and a Republican-led Congress, how could things go wrong? But now, just six months later, the legislative logjam seems to have stopped most of Trump's economic agenda.

Cramer said he no longer asks CEOs about how much tax reforms would bolster their bottom lines, nor about what they'd do with the billions in cash those companies have overseas. He's also stopped hoping that the banks will see meaningful deregulation anytime soon.

As for the things Trump has done, well, they're not overly helpful, either. Trump's fondness of fossil fuels doesn't make coal competitive in the marketplace, and encouraging more oil drilling will only lead to a bigger oil glut than we already have.

And as for that "America first" stance, it sure didn't help Ford's (F) former CEO, who failed to cut costs after agreeing not to build more cars in Mexico.

Executive Decision: Veeva Systems

In his final "Executive Decision" segment, Cramer spoke with Peter Gassner, founder and CEO of Veeva Systems (VEEV) , the cloud software provider serving the biotech and life sciences industries. Veeva just posted a four-cents-a-share earnings beat and has seen its shares rise 60% so far this year.

Gassner said that we're still in the early days of cloud computing, and Veeva is helping companies big and small be more successful and more innovative. The company counts the biggest pharma companies and the smallest biotechs as customers. He said that Veeva has 24 cloud applications to help automate sales activities, manage clinical trials and even ensure regulatory compliance.

For biotech especially, Gassner said, speed is everything -- which is why most new companies don't even bother with legacy software, and just run their entire operations on Veeva.

Even with all of his company's success, Gassner said that there is still plenty of room to grow and lots of things to accomplish.

Lightning Round

In the Lightning Round, Cramer was bullish on CyberArk Software (CYBR) and Toll Brothers (TOL) .

Cramer was bearish on Radian Group (RDN) and U.S. Silica Holdings (SLCA) .

Cramer and the AAP team explain why the charts support their position on PepsiCo (PEP) . Find out what they're telling their investment club members with a free trial subscription to Action Alerts PLUS.

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

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At the time of publication, Cramer's Action Alerts PLUS had positions in PEP, WFC.

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