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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday July 25.

Facebook (FB), TripAdvisor (TRIP), Priceline (PCLN), Netflix (NFLX), Groupon (GRPN), Google (GOOG), Salesforce.com (CRM), Celgene (CELG), Gilead (GILD), Regeneron (REGN), D.R. Horton (DHI), PulteGroup (PHM), Restoration Hardware (RH), Boeing (BA), United Technologies (UTX), Delta Air Lines (DAL), US Airways (LCC), Under Armour (UA), Starbucks (SBUX), Dunkin' Brands (DNKN), Pan American Silver (PAAS), O'Reilly Automotive (ORLY), AutoZone (AZO)

The news of the day was Facebook's (FB) brilliant quarter, which has made it the new king of mobile, social and cloud. FB is the largest holding in Cramer's charitable trust, and he recommends owning the stock. Other internet stocks like TripAdvisor (TRIP), Priceline (PCLN), Netflix (NFLX) and Groupon (GRPN) rallied thanks to FB. Cramer would buy Google (GOOG) on its current decline, since it isn't as bad a stock as the street thinks it is. Salesforce.com (CRM) has been creeping back up, and Cramer would keep an eye on the stock. Biotechs have been resting after having seen tremendous gains so far in 2013. Celgene (CELG) is still cheap, even though it rallied $4, because it has pipeline full of great drugs. Gilead (GILD), however, has the best pipeline in the biotech sector. Regeneron (REGN) has some upside.

Housing has been hurting lately on higher mortgage rates. D.R. Horton (DHI) and PulteGroup (PHM) management said orders were disappointing. Cramer would buy Restoration Hardware (RH) rather than homebuilders right now.

Aerospace and industrials are also taking a breather, but should have upside later on. Boeing (BA) and United Technologies (UTX) are buys, and airlines like US Airways (LCC) and Delta (DAL) are performing well. Banks are pulling back too, but people should keep in mind that JPMorgan (JPM) does well in a higher interest rate environment. Under Armour (UA) reported a strong quarter, along with Starbucks (SBUX), which Cramer would buy even after its gains. Dunkin' Brands (DNKN) has declined, and Cramer likes that stock too.

Cramer took some calls:

Pan American Silver (PAAS) is not a buy. Cramer doesn't like silver.

O'Reilly Automotive (ORLY) has been consistent. Cramer prefers AutoZone (AZO).

CEO Interview: Tarek Sherif, Medidata Solutions (MDSO)

Medidata Solutions (MDSO) is the Salesforce.com of biotechs. It manages clinical trials through cloud-based technology. New FDA regulations have forced drug companies to find more innovative and efficient ways to conduct trials, and MDSO's clients are the leaders in the industry. "We are re-defining the industry," said Tarek Sherif. Around 80-90% of MDSO's clients are repeat customers, so there is significant visibility for the company. "This is a privileged moment for our company," said Sherif. Cramer commented, "You are the only guy who knows what the FDA wants." The stock may look expensive, but Cramer is bullish.

Food For Thought: Ruby Tuesday (RT), The Cheesecake Factory (CAKE), McDonald's (MCD), Chipotle Mexican Grill (CMG), Panera Bread (PNRA), Domino's Pizza (DPZ), Mondelez (MDLZ), Pepsico (PEP)

The results from restaurant stocks have been mixed. Cramer took a look at the top players in the space after their recent earnings.

Ruby Tuesday's (RT) and The Cheesecake Factory's (CAKE) results were disappointing, but Cramer would not take that as an indication of industry-wide slowness. McDonald's (MCD) reported lackluster same store sales domestically. Cramer thinks that this might be caused by the consumer's switch to healthier eating options, as shown by Chipotle Mexican Grill's (CMG) stellar results. With a 20% growth rate, Cramer thinks CMG is worth owning. Panera (PNRA), another healthy food company, reported a disappointing quarter, with earnings at 3 cents below estimates and same store sales lower than expected. Traffic was down, but customers were spending more per order. Cramer thinks the company can resolve the issue of how to improve efficiency in getting customers in and out of the restaurant more quickly.

Domino's Pizza (DPZ) reported higher than expected same store sales, but management said the industry had headwinds. Since DPZ is best-of-breed and has been taking market share, Cramer would buy it on a decline.

Dunkin' Brands reported lower revenues, and the stock declined slightly. Cramer thinks the stock is cheap. He would buy SBUX, even though it has rallied. Mondelez (MDLZ) is a company that should be taken over. Cramer prefers Pepsico (PEP) whose Frito Lay division should give MDLZ a run for its money in Europe.

CEO Interview: Nick Akins, American Electric Power (AEP)

American Electric Power (AEP) is the biggest power transmission company in the U.S. The company missed earnings by one penny and reported flat revenues, but it reaffirmed its full year guidance. The stock declined slightly. Industrials and primary metals have been a challenge for the company. AEP is divided pretty evenly between commercial, residential and industrial sectors, but the latter segment has been a laggard. Concerning coal (the company uses both natural gas and coal), CEO Nick Akins is hopeful that the EPA will put out a "rational set of proposed rules," this time instead of making drastic regulations concerning cutting coal use. Cramer thinks AEP will pick up when its industrial segment sees an upside. Until then, it pays a generous yield.

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Source: Cramer's Mad Money - Facebook's Triumph (7/25/13)