Jim Cramer Names 5 Investing Themes and 13 Stocks to Buy for 2026
Jim Cramer named 5 investing themes and 13 stocks to buy on Thursday's Mad Money. The picks span consumer spending, AI infrastructure, cybersecurity, mergers and acquisitions, and healthcare.
The CNBC host said this earnings season reinforced each trend. Market data shows his selections range from stocks that doubled in 2026 to names carrying double-digit losses.
Momentum Leaders and Contrarian Consumer Bets
Cramer's cybersecurity names top the group in year-to-date performance. Palo Alto Networks has gained 102.85% in 2026, and CrowdStrike has climbed 89.08%.
Rising AI-driven threats revived demand after investors questioned the sector earlier this year. Semiconductor equipment ranks close behind.
Applied Materials has advanced 100.52%, Lam Research has added 68.24%, and KLA has risen 55.44%. Cramer pointed to a shortage of every type of data center memory as the driver.
His consumer theme looks different. Capital One has dropped 12.17% this year, and American Express has lost 8.54%. Ralph Lauren, up 9.10%, also trails the S&P 500's 13.11% gain. Only Williams-Sonoma outperforms, rising 34.03%.
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