Jim Cramer breaks down how the unrelated stocks of Micron and Macy's managed to push the whole market higher. : After CNBC's Jim Cramer watched the stocks of Micron and Macy's spark what amounted to a broad-based rally on Wednesday, he knew he'd have to explain how this odd surge occurred. Sometimes, the "Mad Money" host explained, big-picture worries about the bond market, rising oil prices or trade talks can sully market performance and put pressure on equities. "Other times, though, there's a vacuum of information, a real dearth of 'what matters,' like we had today," Cramer said.