Cramer Remix: My take on Apple's massive earnings

Here's what Cramer thinks of Apple's earnings

As exciting as it is for Jim Cramer to be in San Francisco for "Mad Money," the market didn't care one single bit. Instead, some of the biggest market leaders, especially the domestic companies and the lowest of the low companies, were hit even harder on Monday.

So, is the market playing a cruel joke on investors for one day, or could there be macro trends in the market that affected stocks?

"The overriding reason why you can get a sea-change in all stocks has much less to do with earnings and much more to do with worldview," the "Mad Money" host added.

But then, Cramer saw a different playing field on Monday—one where earnings no longer determined the trajectory of stocks, and instead decisions were made based on some big-picture themes that overrode everything. So how do you spot these big-picture themes at work?

"Look at the best of the best among companies that reported good numbers, and the worst of the worst among companies that reported bad numbers. Then you extrapolate to make broader judgments," Cramer said.

The best of the best group was healthcare. The group has been on fire most of the year, especially UnitedHealth Group. It reported an amazing quarter and guided higher, proving it has amazing earnings power. Yet the stock was still hammered on Monday. What the heck?

In contrast Freeport-McMoRan, the minerals and mining play on copper, gold and oil, delivered a completely disastrous quarter. It lost $2.5 billion, and it even admitted that its copper business is totally disappointing. All of this comes after last month when it had an 84 percent dividend cut. Ouch.

The one theme that threads all of these things together is a weak dollar. Commodities are priced in dollars. So when the value of the dollar goes down, it takes more dollars to buy commodities. Thus, Cramer believes that the reaction to Freeport is simply a reaction to the possibility of a weaker dollar—not better earnings.

Even Apple reported an amazing quarter with much better iPhone sales and $5 billion in revenues. But could this breathtaking result change the tide of the stock sea?

"If you are worried about short-term movements, be aware that this vicious squall may not be finished and the damage in its wake could override terrific earnings for days and days before the tempest has passed."

Read More Cramer: Wall Street insanity playing a cruel joke?

A customer uses his iPad outside an Apple store in Shanghai on June 28, 2012. 
Peter Parks | AFP | Getty Images

In light of "Mad Money" in San Francisco this week, Cramer dove right in to talk to some of the most innovative companies out there right now.

Sometimes that means going off the tape to speak to a privately held company that could be a game changer for its industry. Theranos is a revolutionary diagnostics company with the goal of allowing individuals to take better control of their bodies, while changing the inefficient ways of an older medical system.

Elizabeth Holmes founded the Theranos technology, which allows individuals to provide blood samples in a way that is faster, cheaper and better. As a college dropout from Stanford University when she was a sophomore, Holmes decided to take her money and focus on changing the world instead.

In 2014 Theranos raised $400 million, and the company was valued at $9 billion. As a 50 percent owner of the company, Holmes became the youngest self-made female billionaire in the world in 2014.

"This is a revolutionary company that threatens to change healthcare the same way that Amazon changed retail or Intel and Microsoft changed computing, or Apple changed the cellphone," the "Mad Money" host said.

Could Theranos change the face of medicine forever? To find out, Cramer sat down with the founder and CEO Elizabeth Holmes.

"The goal is to empower the individual. We believe strongly that the future of healthcare is in enabling the individual to have the information that they need to take ownership of their health," Holmes said.

Read More World's youngest female billionaire—next Steve Jobs?

Just as Apple continues to grow, Intel is the world's largest semiconductor company which in the face of the Internet of things and rise of cloud computing, has struggled to gain revenue as it focuses on the personal computer business at a time when PC use is on the decline.

And while the company didn't report spectacular earnings on April 14, they weren't as bad as expected either. Cramer thinks this stock is looking pretty cheap right now and speculated that there could be some amazing things coming down the line from Intel in the future.

The "Mad Money" host sat down with Intel Corporation CEO Brian Krzanich to find out of the "Intel of the Future" could mean for its bottom line.

"That is one of my big goals, is to show people that we are an innovation engine and that innovation will drive growth. We have had to turn it back on and really get it moving faster," Krzanich said.

Read More Intel CEO to Cramer: 'We are an innovation engine'

Elizabeth Holmes, founder and CEO of Theranos.
David A. Grogan | CNBC

When Cramer sees a pullback on a high-quality stock like Restoration Hardware, which has a visionary CEO, this is a great opportunity to take advantage of weakness and do some buying.

Restoration Hardware is the luxury home furnishings chain that has turned the tables of bricks and mortar retail by adopting art gallery style stores, while embracing an online business strategy.

Again, this is one of those stocks hit by the sea of change that can only be attributed to Wall Street insanity. Could it be headed higher?

To find out, Cramer spoke with Restoration Hardware chairman and CEO Gary Friedman.

"We are in a day and age where the world is moving faster and change has to be embraced. The idea of creating a center that really supports the process from ideation to presentation allows us to move significantly faster," Friedman said.

As the lagging biotech group drove stocks lower on Monday, Cramer doesn't think that means that there is anything wrong with the entire biotech group. In fact, some of the high-quality and established companies present a real bargain opportunity for him.

One of those stocks was BioMarin, an orphan drug developer with enzyme replacement therapies for rare genetic diseases. Cramer took one look at what is in the pipeline for this company and is salivating over the stock.

It is currently working on a phase three breast cancer treatment and Drisapersen for Duchenne muscular dystrophy, which is awaiting FDA approval. With the biotech group struggling, does BioMarin's strong pipeline make them a target for a takeover?

Cramer spoke with BioMarin Pharmaceutical CEO Jean-Jacques Bienaimé to find out.

The CEO confirmed his intention to build BioMarin into a great drug company, stating, "Big pharma needs new drugs and new potential future revenues, and that's why we have been rumored. But we have over $1 billion in cash, we have growing revenues with five products on the market and one of the greatest pipelines in the orphan drug business."

In the Lightning Round, Cramer gave his take on a few caller favorite stocks:

Agenus: "This stock is up gigantically on its vaccine malaria news, I kind of like it still here. Much more in the pipe."

Windstream Holdings: "Everyone got excited about that REIT decision, and then the stock has come back down. I think it's a fine steady-eddie income producer, but I still prefer AT&T or Verizon."

Read More Lightning Round: Much more in the pipeline for this