{"id":28751,"date":"2026-05-05T23:36:17","date_gmt":"2026-05-05T23:36:17","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/28751\/"},"modified":"2026-05-05T23:36:17","modified_gmt":"2026-05-05T23:36:17","slug":"jim-cramer-heres-the-list-of-ai-winners-to-buy-for-2026-and-beyond","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/28751\/","title":{"rendered":"Jim Cramer: Here’s the list of AI winners to buy for 2026 and beyond"},"content":{"rendered":"

CNBC’s Jim Cramer<\/a> said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the tech companies and into nearly every corner of the market<\/a>.<\/p>\n

“AI is inexorable. It is fierce. And it is making believers fortunes,” the “Mad Money<\/a>” host said Tuesday after all three major indexes closed higher. <\/p>\n

The market during first-quarter earnings season has been powered by what Cramer called an “explosion of profits” among companies tied to AI and data centers. And the gains are increasingly being seen across a widening group of stocks, he said. <\/p>\n

To explain the breadth of the trend, Cramer alluded to a framework popularized by Nvidia CEO Jensen Huang. Huang has described the AI economy as a “five-layer cake<\/a>” \u2014 a stack of interconnected industries all benefiting from the same buildout. <\/p>\n

At the base is power, the foundation of the entire system. Data centers require enormous amounts of electricity, and Cramer said that’s driving strength in companies like Vistra<\/a>, GE Vernova<\/a>, and Constellation Energy<\/a>. <\/p>\n

The next layer is semiconductors. “You need the chips,” Cramer said, pointing to Nvidia<\/a>, along with rivals like AMD<\/a> and Intel<\/a>. He also highlighted storage and memory players like Western Digital<\/a> and Micron Technology<\/a>, as well as equipment makers including ASML<\/a> and Applied Materials<\/a>. <\/p>\n

Above that sits another hardware layer that makes AI systems possible. Cramer pointed to Dell Technologies<\/a> for servers, Vertiv<\/a> for cooling technology, and Eaton<\/a> for electrical equipment. Additionally, he said networking firms like Cisco Systems<\/a> and Arista Networks<\/a> and fiber optic cable supplier Corning<\/a> help stitch the data center together. Backup power providers such as Caterpillar<\/a> and Cummins<\/a> help keep the lights on at all times, he added. <\/p>\n

Next is the AI model layer. Cramer suggested that when he thinks about soaring adoption of AI models, he thinks about the cloud computing providers such as Amazon<\/a> Web Services, Microsoft’s<\/a> Azure, and Google Cloud that benefit from all that usage. <\/p>\n

At the top is the application layer, the tools consumers and businesses interact with directly, including services such as ChatGPT, “the interface that started it all,” Cramer said. <\/p>\n

For Cramer, the key takeaway is that the AI boom is no longer a narrow tech story \u2014 it’s a broad-based economic shift with everything from utilities to industrials to tech “getting hit by a firehose of money.”<\/p>\n

“You have a well-financed revolution that’s already making money for the leaders, and now those gains are spreading through almost the entire economy,” he said. “Those with S&P index funds will get a piece of the action. Those who pick the right stocks could get it all, because I just gave you the buy list for 2026 and beyond.”<\/p>\n

Disclosure: Cramer’s Charitable Trust, the portfolio used by the CNBC Investing Club, owns shares of GEV, NVDA, ETN, GLW, AMZN, MSFT and GOOGL.<\/p>\n

Jim Cramer’s Guide to InvestingChoose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"CNBC’s Jim Cramer said the data center and artificial intelligence boom is becoming all-consuming, spreading far beyond the…\n","protected":false},"author":2,"featured_media":28752,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[663,24,131,145,845,1113,25,847,133,309,148,18912,346,9045,13562,18911,4737,1097,15218,835,1096,1108,842,15220,8297,18910,1099,286,834,146,144,136,1820,134,143,18909,9044,18913],"class_list":{"0":"post-28751","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-advanced-micro-devices-inc","9":"tag-ai","10":"tag-alphabet-class-a","11":"tag-amazon-com-inc","12":"tag-applied-materials-inc","13":"tag-arista-networks-inc","14":"tag-artificial-intelligence","15":"tag-asml-holding-nv","16":"tag-breaking-news-technology","17":"tag-business","18":"tag-business-news","19":"tag-caterpillar-inc","20":"tag-cisco-systems-inc","21":"tag-constellation-energy-corp","22":"tag-corning-inc","23":"tag-cummins-inc","24":"tag-dell-technologies-inc","25":"tag-eaton-corporation-plc","26":"tag-ge-vernova-inc","27":"tag-intel-corp","28":"tag-investment-strategy","29":"tag-ishares-expanded-tech-software-sector-etf","30":"tag-ishares-semiconductor-etf","31":"tag-ishares-u-s-infrastructure-etf","32":"tag-ishares-u-s-technology-etf","33":"tag-ishares-u-s-utilities-etf","34":"tag-jim-cramer","35":"tag-markets","36":"tag-micron-technology-inc","37":"tag-microsoft-corp","38":"tag-nvidia-corp","39":"tag-software","40":"tag-stock-markets","41":"tag-technology","42":"tag-technology-select-sector-spdr-fund","43":"tag-vertiv-holdings-co","44":"tag-vistra-corp","45":"tag-western-digital-corp"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/28751","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=28751"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/28751\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/28752"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=28751"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=28751"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=28751"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}