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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday April 26.

The Laggards of April Are Leading: Pulte Group (NYSE:PHM), US Bancorp (NYSE:USB), JPMorgan (NYSE:JPM), American Express (NYSE:AXP), Suntrust (NYSE:STI), AIG (NYSE:AIG), Equinix (NASDAQ:EQIX), Citrix (NASDAQ:CTXS), Salesforce.com (NYSE:CRM), Xilinx (NASDAQ:XLNX), Amazon (NASDAQ:AMZN), Exxon (NYSE:XOM), Chevron (NYSE:CVX), Continental Resources (NYSE:CLR), EOG Resource (NYSE:EOG), Ensco (NYSE:ESV), Schlumberger (NYSE:SLB), Occidental Petroleum (NYSE:OXY), Corning (NYSE:GLW), UPS (NYSE:UPS)

With the Dow surging 114 points, it is clear that the laggards of April are now the leaders. Homebuilders have been punished lately, but Pulte Group (PHM) reported a strong number and rose to $9 from its $7.60 low in April, causing the housing index to reverse to the upside. Financials are picking up, and even though some analysts are bearish on US Bancorp (USB), Cramer thinks it is a buy. American Express (AXP) has risen, but it has farther to go on the upside. JPMorgan (JPM) is telling a bullish story. Cramer likes Suntrust (STI) and AIG (AIG): "What could have been worse last year than AIG? What could be better now than AIG?" asked Cramer.

In tech, Equinix (EQIX), a pure play on data farms, saw a 19 point move. Citrix (CTXS), a cloud play, beat its numbers and raised estimates to make a 9.5 point move upward. Cramer thinks Salesforce.com (CRM) will take out its high soon. Xilinx (XLNX), which makes chips for smartphones, saw a fabulous breakout quarter. Few expected Amazon (AMZN) to report a strong quarter because it is "spending to win." Cramer said that if this is the kind of quarter Amazon reports while it is spending heavily, "Please keep spending, Amazon."

Oils have returned from underperformance, even though Exxon (XOM), which Cramer calls "the most overrated company in the world," reported a disappointing quarter. Chevron (CVX) raised its dividend, and Occidental (OXY) may be a buy on its vast California shale holdings. Domestic shale plays investors had given up on, EOG Resources (EOG) and Continental Resources (CLR), are "back in action." In fact, Cramer thinks EOG could rise ten points in the next ten sessions. Ensco (ESV) and Schlumberger (SLB) should make moves higher.

Cramer took some calls:

Corning (GLW) is a "wait and see" stock; "I am willing to miss the next few points," but Cramer would not buy GLW until it reports a strong quarter.

UPS (UPS) was not upbeat, but the the quarter was strong, in spite of management's conservative comments. The stock may be down for the next 6 days, but it should see a rise in the next 6 months.

CEO Rick Hamada, Avnet (NYSE:AVT)

Tech has paused in April after a move up at the beginning of the year, but after moving sideways, the sector might be headed back up. Cramer spoke to CEO Rick Hamada of Avnet (AVT), since the company, which is the largest distributor of electric components and hardware, is a "supermarket of tech," and a great tell on the state of the industry. The company reported a 4 cent earnings beat on in-line revenues that fell 5.9%. When Cramer asked about the decline in sales, Rick Hamada explained that Avnet has been undergoing an inventory correction in electric components, but feels this is a short-term problem. There were also supply issues and a shortage in drives caused by the flooding in Thailand, which impacted the December quarter more than the March quarter. The company saw sales in storage up 7%. Hamada said the company will take a disciplined approach to stock buybacks. Cramer is positive on AVT.

CFO Interview: Jack Hartung, Chipotle Mexican Grill (NYSE:CMG)

After spending a good deal of time on the new 52 week high list, Chipotle Mexican Grill (CMG) has seen a decline lately, falling 11 points after its decent quarter and facing a downgrade from Credit Suisse on fears of difficult comparisons. The company reported a 4 cent earnings beat on revenues that rose 25.8%, and a 12.7% increase in same store sales, the highest in the industry. Yet there are some who believe CMG is running out of steam. CFO Jack Hartung discussed the company's focus on food quality and its devoted team. Almost 100% of managers are recruited from CMG's crew, who already know the business and are loyal to the company. While the company plans to expand its store count, and can triple the number of locations in the U.S. before it is saturated, Hartung says the company will not expand beyond its capacity to secure strong managers. Social media has been a boon to CMG, which constantly tests new cooking techniques and develops its "people culture." Cramer thinks the shake-out in CMG is short-term, and he would focus on investing in, rather than just trading, CMG.

CEO Interview: Maurice Taylor, Titan International (NYSE:TWI). Other stock mentioned, Caterpillar (NYSE:CAT)

Titan International (TWI) is a little-known company that has been around for a century. The company makes wheels and tires for agricultural machinery, and recently won a major contract with Caterpillar (CAT). TWI outperformed its more famous partner on earnings. While some believed CAT's quarter was disappointing, TWI beat earnings by an astounding 26 cents on revenues that rose 65% year over year. Every segment of TWI has been thriving, and CEO Maurice Taylor says business has been strong for a year and a half, and he sees continued growth. The company has 50% market share in North America for original tires and a 30% market share for replacement tires. The company benefits from low natural gas prices and high oil prices.

"This is a dominant company in its industry," said Cramer.

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Source: Cramer's Mad Money - Amazon, Keep On Spending (4/26/12)