27 Stocks on Jim Cramer’s Radar Including AI Winners Like Intel, Eaton, and More

In this article, we will look at the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. The host of CNBC’s Mad Money said on Tuesday that the market right now is driven by skill rather than luck, and added that the list of stocks he is recommending for 2026 is built on that idea rather than chance.

Something seismic happened this earnings season, and the market is still trying to come to terms with it. We’ve seen an explosion of profits from all sorts of companies that are connected to the data center, the AI revolution, including companies that we typically associate with the so-called real economy… This is an incredible shift. It’s an incredible moment for the data center plays and pretty much nothing else. Almost everything else is kind of blah except on days of course when Iran blows something up, and oil goes higher.

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Cramer referenced a concept introduced by Jensen Huang, CEO of NVIDIA, who has described the AI economy as a “five-layer cake.” The idea behind that term is that the sector is a stack of interconnected industries, all of which benefit from the same infrastructure and technology buildout.

Here’s the bottom line: AI is inexorable, it’s fierce, and it’s making believers fortunes. Those who don’t see it and are stuck in enterprise software or sitting out tech entirely are missing enormous gains. It ain’t done. Those with S&P index funds get a diluted 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.

Our Methodology

For this article, we compiled a list of 27 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 5. We listed the stocks in the order that Cramer mentioned them.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

27 Stocks on Jim Cramer’s Radar Including AI Winners Like Intel, Eaton, and More

27. MasTec, Inc. (NYSE:MTZ)

MasTec, Inc. (NYSE:MTZ) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Noting that the stock has risen over the past few weeks, a caller asked how much “runway” it has left. Cramer said:

We had Mr. Mas on when we did the University of Miami show, which was so terrific. And I would tell you this, it is another company that I would’ve included at the top because it’s such a great one for the data center.

MasTec, Inc. (NYSE:MTZ) is an infrastructure engineering and construction company that provides building, installation, and maintenance services for the communications, energy, and utility sectors. Invesco Ltd‘s Small Cap Value Fund stated the following regarding MasTec, Inc. (NYSE:MTZ) in its Q4 2025 investor letter:

MasTec, Inc. (NYSE:MTZ): An infrastructure contractor, delivering critical services across communications, energy, power and water systems, Mastec is involved with the AI infrastructure build-out for fiber networks and data centers. The stock rose in the fourth quarter, which gave us an opportunity to sell the position to fund opportunities we believe have more upside to intrinsic value.

26. Altria Group, Inc. (NYSE:MO)

Altria Group, Inc. (NYSE:MO) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Answering a caller’s query about the stock during the lightning round, Cramer commented:

Altria is, you know, that’s Marlboro. I don’t recommend the tobacco stocks. I will tell you since you have it already, it has gone parabolic too, and I think you should ring the register in half the position.

Altria Group, Inc. (NYSE:MO) makes and sells tobacco and nicotine products, including cigarettes, cigars, smokeless tobacco, nicotine pouches, and e-vapor products. During the episode aired on November 4, 2025, a caller inquired about the stock, and Cramer responded:

Okay, I can, you know, I don’t recommend tobacco stocks, but I did as preparation, when I went, did my work for what stocks have been the best over the long term in How to Make Money in Any Market, I was shocked to indeed see that the best is Altria, Philip Morris. I can’t fight it. I can’t fight the returns. I won’t recommend it personally, but I can’t fight it.

25. MaxLinear, Inc. (NASDAQ:MXL)

MaxLinear, Inc. (NASDAQ:MXL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller inquired if the stock is a buy and asked for guidance regarding an entry point. Cramer replied:

Okay, MaxLinear’s probably gone more parabolic than any other stock in the market. So therefore I have to say, you gotta wait for that thing to come down. It’s painful, painful for me to tell you to get in here. And I’m watching AMD parabolic, and I just say how many can go parabola?

MaxLinear, Inc. (NASDAQ:MXL) provides systems-on-chip solutions that integrate high-speed communication technologies, such as radio-frequency and digital signal processing, into various electronic devices. The products are primarily used in 4G and 5G infrastructure, optical transceivers, and home networking equipment such as routers and broadband modems.

24. NextDecade Corporation (NASDAQ:NEXT)

NextDecade Corporation (NASDAQ:NEXT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked if they should “buy more, sell and lock in profits, or hold for the coming years.” In response, Cramer said:

Okay, I think you can go higher because of the need for more LNG. I think it’s an okay idea, not great. I happen to like others better, but you know what, it’s fine. It’s a nice spec.

NextDecade Corporation (NASDAQ:NEXT) is engaged in the construction and development of natural gas liquefaction and export facilities, as well as a carbon capture and storage project. The company also handles the sale of liquefied natural gas.

23. Alexandria Real Estate Equities, Inc. (NYSE:ARE)

Alexandria Real Estate Equities, Inc. (NYSE:ARE) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked if it is time to “pull the trigger” on the stock, and Cramer replied:

No. As a matter of fact, both Don Wood, Don Wood last night said it. He was so glad that he didn’t get into this life science world. I know that Debra Cafaro didn’t either. They know more than I do. I say [sell, sell, sell].

Alexandria Real Estate Equities, Inc. (NYSE:ARE) is a life science REIT that builds and manages collaborative innovation campuses to support research and biotech growth. Cramer mentioned the stock during the January 5 episode and said:

The third worst performer, very interesting, it’s a REIT, Alexandria Real Estate Equities, down almost 50%. This real estate investment trust focuses on office space for the life sciences industry, including laboratories, and it’s been suffering from muted tenant demand for a while. That’s somewhat the result of a weaker IPO market in the past few years, which made it harder for small biotechs to raise money and therefore take down real estate. Last month, after a couple of years of bleeding, Alexandria Real Estate, they bit the bullet and slashed the dividend by 45%, becoming another cautionary tale about the illusory high yield so many people seek. And before the cut, the dividend yield was sitting just under 10%. It’s still pretty high at almost 6%. Let’s hope they can get their act together. Remember, a high yield is often a sign of real problems, not just a juicy opportunity.

22. USA Rare Earth, Inc. (NASDAQ:USAR)

USA Rare Earth, Inc. (NASDAQ:USAR) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. When a caller inquired about the stock during the lightning round, Cramer said, “No, the only one we’re recommending in that area is MP Materials.”

USA Rare Earth, Inc. (NASDAQ:USAR) supplies rare earth elements and other critical minerals, including neodymium, dysprosium, terbium, gallium, beryllium, and lithium. Cramer called it “risky” when a caller asked about the stock during the April 27 episode. The Mad Money host commented:

Well, it is up 100%, and what we’re discovering is the companies that are up between say 60 and 100% are rolling over and not going higher. I want to wait for a pullback… I think it’s too risky right here.

21. Banco Santander, S.A. (NYSE:SAN)

Banco Santander, S.A. (NYSE:SAN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Highlighting the company’s “record-breaking quarter,” a caller asked if Cramer is still bullish on the stock and whether he likes the acquisition of Webster Bank. He remarked:

Not only do I like the acquisition, but I thought it was so good that I actually wrote the chairman Ana Botín, saying that is some franchise because I owned it when I was a hedge fund manager 20 years ago. Buy Banco Santander.

Banco Santander, S.A. (NYSE:SAN) provides banking, financing, investment, and insurance services to individuals, businesses, and public institutions. The company offers lending, wealth management, payments, and digital banking. During the February 25 episode, a caller mentioned that their daughters purchased the company’s shares and asked for Cramer’s advice. He replied:

I think they should hold it, and if it goes back to 10, 11, I would even buy more. Your daughters are very, very smart.

20. The Scotts Miracle-Gro Company (NYSE:SMG)

The Scotts Miracle-Gro Company (NYSE:SMG) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. During the lightning round, a caller asked about the stock, and Cramer replied:

You know, it’s too risky. I will use their natural and organic this year. My problem is, is that it is, if the weather’s no good, they do bad, and my tomatoes rot.

The Scotts Miracle-Gro Company (NYSE:SMG) sells lawn and garden care items, including fertilizers, grass seeds, and hydroponic systems. In addition, the company provides pest and weed control products. Ariel Investments stated the following regarding The Scotts Miracle-Gro Company (NYSE:SMG) in its Q1 2026 investor letter:

Also during the quarter, we initiated a position in Scotts Miracle Gro (NYSE:SMG), a market leader in the U.S. lawn and garden industry. The company benefits from iconic brands, deep retail partnerships, and a dominant distribution network, which together provide durable competitive advantages. The steady, recurring nature of the lawn and garden category supports our confidence in the company’s ability to de-leverage over time. Assuming improved stewardship following past missteps, we believe SMG has the potential to become an enduring, Ariel-like franchise and a compelling long-term investment.

19. Waters Corporation (NYSE:WAT)

Waters Corporation (NYSE:WAT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer explained why the stock rallied, as he said:

Can you believe these incredible numbers from Waters Corporation? This is the arms dealer to the life science industry. Recently acquired Becton, Dickinson’s Biosciences and Diagnostic business, a deal that Wall Street initially greeted with immense skepticism, candidly except for me. But now, we got the first quarter from the combined company, and the numbers were just excellent. That’s why the stock shot up 13.5% today, making it the best performer in the S&P 500.

Waters Corporation (NYSE:WAT) provides systems for liquid chromatography, mass spectrometry, thermal analysis, rheometry, and calorimetry. The company’s technologies are used for research, product development, quality checks, and specialized testing. Cramer discussed the Becton, Dickinson deal during the December 1, 2025, episode, as he stated:

Finally, please don’t forget about one that was always my personal favorite, never owned it for the trust, Waters Corporation, one of the quieter companies in this space that specializes in liquid chromatography and mass spectrometry. Now, that’s stuff that you need to be able to do all this life science things. For much of the past few years, Waters was holding up much better than the rest of the industry. But the stock got hit real hard earlier this year, in part because the company announced a complex deal to merge with Becton, Dickinson’s biosciences and diagnostics business back in July.

The market didn’t like the deal initially, and Waters saw its stock plunge. It was so hard to understand. Things then turned around, though. Now, the stock’s up about 45% from its August lows. Now, some of that’s because Waters arguably reported the best quarter in the group about a month ago, revenue up 8% on a constant currency basis, along with a healthy earnings beat. Management also gave a nice boost to their full-year forecast. Now, Waters is still tricky because of that Becton, Dickinson biosciences deal. It’s expected to close in the first quarter of next year, but once that happens, I think it’s going to be a much, much bigger player and really I think it should be loved on Wall Street.

18. Booking Holdings Inc. (NASDAQ:BKNG)

Booking Holdings Inc. (NASDAQ:BKNG) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller inquired if the stock is a buy at this time, and in response, Cramer said:

I don’t think this war, I know this war is supposed to be a short war, I mean, short war, so far, you know, I don’t know how you can really gauge a short war because like war is inherently… ungaugable. So, no Booking… I mean, Booking and the hotels and the, certainly the cruise ships, we’re just not going to stick our necks out, right now. It’s just not worth it, not when we got the data center theme.

Booking Holdings Inc. (NASDAQ:BKNG) operates travel and dining platforms that enable users to book accommodations, flights, car rentals, activities, and restaurant reservations. Cramer discussed the stock in light of the Iran conflict during the April 14 episode, as he commented:

Third, there is one that frankly was so hot for so many years, I don’t believe that people could totally give it up… It’s called Booking Holdings, it’s the old Priceline, also owns Booking.com, KAYAK, OpenTable, couple of other consumer travel entertainment brands. Okay, here’s a stock that’s down 22% from its highs because of AI displacement, right? I mean, we think it’s going to be disrupted because the online travel agents are basically aggregators, right, and Anthropic’s Claude can aggregate, too. I get that. That’s a threat.

At the same time, we don’t know really how the travel business will handle the war with Iran and the spike in oil prices. Booking also has more exposure to Europe than its main rival, Expedia, which likely means they’re in worse shape because Europe’s feeling more of a squeeze economically thanks to the sky-high natural gas prices over there, and gasoline, of course. But I think a lot of that’s really kind of already baked into the stock.

Plus, when Booking Holdings reported mid-February, management sounded pretty confident. They offered a strong full-year forecast. Of course, that was before the war. But at 17 times earnings, I think the price is right for this company that’s expected to deliver 17.6 earnings growth. 17.6% earnings growth at 17 times earnings, that’s good. At the same time, I’m betting people need a vacation after a harsh winter and a stressful few months. When the war ends, I think this thing’s going to soar.

17. Netflix, Inc. (NASDAQ:NFLX)

Netflix, Inc. (NASDAQ:NFLX) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked if the stock is a buy, given the competition in the streaming space. Cramer replied:

Well, okay, it’s not a buy, buy, buy, because we’re still, it’s a quizzical moment for Netflix because they went and they did that ill-fated attempt to be able to get Warner Brothers Discovery, and because of that, people feel that they must need that property. We have to wait one more quarter, and then I think people will realize, no, they just did it. It would’ve been a good idea. Let’s move on.

Netflix, Inc. (NASDAQ:NFLX) provides streaming entertainment, including TV series, films, documentaries, and games. Cramer called the company a “juggernaut” during the April 10 episode, as he said:

Netflix reports Thursday, and this company’s a juggernaut. So many thought that they took their eye off the ball with the attempted purchase of Warner Brothers Discovery. I thought it’d be terrific either way, okay? If they got it, it’d be terrific. If they didn’t, well, they’d get paid a $2.8 billion breakup fee, walk away. I think they can just build up a great studio on their own. But more importantly, think of this, Netflix came out of nowhere to build this incredible, the greatest entertainment company on earth. I bet they can just keep doing what they’re doing. Let’s give them the benefit of the doubt.

16. Monarch Casino & Resort, Inc. (NASDAQ:MCRI)

Monarch Casino & Resort, Inc. (NASDAQ:MCRI) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer praised the company’s balance sheet, as he remarked:

… In the past 12 months, Monarch Casino & Resorts has rallied nearly 50%, trouncing both the S&P 500 and its larger rivals in the casino space… This thing deserves its incredible rally. Monarch reported a terrific quarter a little over two weeks ago. Monarch’s got a clean balance sheet with basically zero long-term debt, regular capital investment at both properties, takes market share from their competitors, and steady cash return for shareholders…

How about the stock itself? Well, Monarch now, it sells for roughly 18 times this year’s earnings, and given its growth rate, I think that’s a fair price. This is clearly a good one, although I’m wary of getting too bullish on a consumer discretionary name right now with the price of gasoline going ever higher. Still, we need to understand this story and how come Monarch keeps outperforming the heavy hitters in the space. Most of these stocks have been hammered since the war with Iran started, okay, because oil spiked. People are very worried about the state of consumer now. You know that. I think the real problem with the big international casinos though is not the state of consumer here. It’s the state of consumer overseas…

So here’s the bottom line… It’s a nice, clean story in the regional casino space, and you could do far worse than owning a focused operator that’s steadily growing its market share and putting up consistent growth. That said, the stock’s already had a big move, so if you want a piece of it, here’s what I recommend: Wait for a pullback before you pull the trigger. If the world comes down a bit and China and the Middle East go back to being attractive again, then the big international casino plays might go back to being better investments. For now, though, it’s just much easier to own a stock like Monarch than it is to bet on those other major players, isn’t it?

Monarch Casino & Resort, Inc. (NASDAQ:MCRI) owns and operates hotel and casino properties in addition to dining venues, including fine dining steakhouses, international kitchens, and casual eateries.

15. Rockwell Automation, Inc. (NYSE:ROK)

Rockwell Automation, Inc. (NYSE:ROK) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s recent quarter and gains over the past year, as he said:

Alright, how about this incredible run in Rockwell Automation, a company that dominates the U.S. market for what are called programmable logic controllers, basically industrial computers that are the brains of manufacturing operations. This morning, Rockwell Automation reported a terrific quarter. Their e-commerce and warehouse automation sales were up roughly 30%. Their data center business more than doubled. Stock then jumped nearly 9% today, of course, in response to that. It’s now up more than 71% over the past 12 months.

Rockwell Automation, Inc. (NYSE:ROK) provides industrial automation and digital transformation technologies, including devices, control systems, software, engineered solutions, and other support services. Cramer was bullish on the company’s stock during the November 18, 2025, episode, as he commented:

It doesn’t get as much attention as artificial intelligence, but there’s another big, profitable theme this year, and that’s the reindustrialization of America. It’s about bringing companies… getting their manufacturing back here in the US, probably because it’s cheaper than dealing with some of these tariffs. Of course, if you’re going to manufacture in America, you don’t want to necessarily pay American wages.

So these companies embrace automation, which brings me to Rockwell Automation, the Wisconsin-based company that dominates the US market for what are called programmable logic controllers, basically industrial computers that are the brains of manufacturing operations. They also have a whole suite of software to help factories run more efficiently. Rockwell’s had a great year in 2025. And earlier this month, management gave some strong guidance for 2026, talking about 10% earnings growth at the midpoint of their forecast. No wonder the stock’s up 28% for the year. Can it keep running? I think it can.

14. Celestica Inc. (NYSE:CLS)

Celestica Inc. (NYSE:CLS) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. When a caller mentioned that they bought the stock years ago when it was at $5 and asked for guidance about their position, Cramer said:

Okay, I want to tell you, if you have it that long, I want you to take your cost basis out tomorrow, and then you’re in the enviable position of being able to let the rest run because you’ll be playing with the house’s money, and there’s nothing like playing with the house’s money.

Celestica Inc. (NYSE:CLS) provides end-to-end supply chain and manufacturing solutions, including design, production, testing, logistics, and after-market services. In addition, it delivers hardware and software platform solutions for clients across technology, aerospace, industrial, healthcare, and business sectors. During the January 23 episode, a caller expressed worry about Google potentially backing out of its relationship with the company, and Cramer replied:

Yeah, I saw that too and was thinking, boy, Celestica is really too high if that happens. Why don’t you trim some on Monday? I don’t know what’s going to happen, but the stock has made a big run. You’ll certainly feel better about it if you take that action.

13. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked whether Cramer sees the stock returning to its all-time high. He replied:

Okay, I think that last quarter was very good, and people were betting against Oracle. I think that’s a bummer bet. I think that you should go with Oracle. I wish they’d get rid of Cerner and just take the… charge.

Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. Cramer mentioned the stock during the April 13 episode and remarked:

Oracle, the builder of so many data centers, an iconic enterprise software play, jumped nearly 13% today, which is a healthy sign given the previous trajectory. Stock’s been pretty much straight down from $345 to $145. Almost a complete round trip from when it announced it was going into the data center business in the first place. Again, some parts of Oracle are disruptable, others aren’t.

12. Alphabet Inc. (NASDAQ:GOOGL)

Alphabet Inc. (NASDAQ:GOOGL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the company during the episode and said:

What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that stuff that… Meta is up to. Microsoft is Azure. Finally, sitting on top, there’s the interface that started it all: ChatGPT from OpenAI along with Claude from Anthropic, Gemini from Google and several others.

Here’s what you need to know about this compute led AI economy: It’s so much broader than anyone ever seems to believe, especially even just two years ago. Apple uses Gemini for its AI so that’s a gigantic number. They have 160 million people in America that have Apple phones. Maybe they’re going to be on Gemini all the time.

Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play.

11. Sterling Infrastructure, Inc. (NASDAQ:STRL)

Sterling Infrastructure, Inc. (NASDAQ:STRL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s post-earnings rally, as he said:

Nucor makes the steel… Sterling Infrastructure does a lot of the building too and the roads too. It reported a tremendous quarter last night. How tremendous? It jumped 276 points or 52% today. How’s that versus your index fund?

Sterling Infrastructure, Inc. (NASDAQ:STRL) provides e-infrastructure, transportation, and building solutions, including site development for data centers, industrial facilities, and public works projects. In addition, the company offers concrete, plumbing, and surveying services for residential and commercial construction. Cramer called it one of the “hottest” stocks during the February 27 episode, as he commented:

I want to talk about one of the hottest stocks out there that you maybe never even heard of. It’s called Sterling Infrastructure. Now, this is an engineering construction firm that pivoted from old-fashioned highway work into high-margin mission-critical infrastructure like data centers a few years ago. That’s why this stock is up a staggering 1,800% over the past five years, including nearly 250% gain over the past 12 months and a 40% gain year to date. Now, two nights ago, Sterling reported what I thought was a strong quarter, robust top and bottom line beat, 51% revenue growth, a stunning 78% increase in their backlog. Even better, management has a higher than expected full year forecast. They’re talking 25% revenue growth and 26% earnings growth. Yet the stock has actually gotten dinged a bit in response to these numbers.

10. Caterpillar Inc. (NYSE:CAT)

Caterpillar Inc. (NYSE:CAT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. It was one of the stocks that Cramer mentioned during the episode, and he said:

You need backup power. That’s Caterpillar and Cummins and Generac. As for the actual builders, CoreWeave, Oracle, they’re the ones putting them up as well as some private equity firms, Brookfield, Blue Owl, Blackstone, among many others.

Caterpillar Inc. (NYSE:CAT) provides heavy machinery, engines, turbines, and rail equipment. In addition, the company offers power systems, parts, and support that keep the equipment working. During the April 30 episode, Cramer noted that the company is benefiting from the data center build-out. He remarked:

I remember the days when our economy ran only on the consumer… However, with the arrival of data centers, no surprise to see that Caterpillars on the list of hottest stocks, up 10% today… It’s got a ton of business from the data center build-out. In a new twist, though, investors, actual investors, are putting together groups, buying and then going and buying, okay, get this, buying hundreds if not thousands, of engines, CAT engines.

They’re stringing them up… And they are taking the natural gas from the hills in West Virginia, pumping it through these actual Caterpillar engines and building their own power plants basically off the grid. And this is just driving a huge amount of business for CAT. I was always worried these guys might have too much inventory. After I heard that story, I worry they don’t have enough. And again, if the power grid has to get much bigger, that means a lot of construction for the utilities. Who do you think they’re going to call? That’s right, Caterpillar, and a huge number of workers. Again, strong for the economy.

9. Eaton Corporation plc (NYSE:ETN)

Eaton Corporation plc (NYSE:ETN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted adding to the position in the stock for the Charitable Trust, as he commented:

There’s Lumentum and Coherent, advanced fiber optics. Eaton for the electricity you need. By the way, that got hit, that was ridiculous. Just go buy that one. I’m not kidding… We own it for the Trust. It got hit ridiculously. We bought some today.

Eaton Corporation plc (NYSE:ETN) is a power management company that provides electrical, aerospace, and vehicle components. The company’s products include power distribution equipment, circuit protection devices, and specialized systems for aircraft refueling, engine valves, and electronic controls. The company was on Cramer’s radar during the May 1 episode, as he said:

Tuesday’s jammed. We’ve got the dilemma of the data centers identified by Eaton, which provides electric hookups and air conditioners to keep things cool. We own it for the Charitable Trust. It’s had a big run. The ones that have had big runs, they tend to sell off. I gotta be careful.

8. Dell Technologies Inc. (NYSE:DELL)

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked:

Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning for the connecting fiber as well as Arista, Ciena, Cisco for the networking equipment.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. During the April 17 episode, a club member noted that they had taken Cramer’s suggestion to switch to DELL instead of SMCI. In response, he said:

That’s, you know, I really gotta tell you, this Super Micro always left me cold because they have an SEC investigation, and Michael Dell is probably about the best there is.

7. Intel Corporation (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated:

And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the latter’s stock can’t seem to stop at all and these, all these CPUs, they didn’t seem to be worth anything, they’re gold. None of them saw this new compute economy coming except for NVIDIA, so all are short on product. They don’t have enough. Everything I just mentioned, there’s not enough supply. We don’t have enough compute. We don’t have enough components that would let us make more. It’s a gigantic shortage.

Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. Cramer mentioned the stock during the April 27 episode and commented:

Can the AI-related data center stocks keep winning? Let’s talk short-term and long-term. Last week, we had an explosion of buying related to an incredibly exciting story that is Intel. Today, many of the stocks that were deemed copycats of Intel were pancaked. I think you’re getting a real good chance to buy those, and I don’t want to get ahead of myself. That said, I believe the companies that are involved in the CPU complex will do very well for the rest of the year. Mainly, that’s Intel and AMD. But don’t forget, Arm Holdings, really down badly today.

6. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said:

You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on earth. But there’s also competitor, AMD. Again, fantastic job tonight. Lisa Su will be on tomorrow morning on Squawk on the Street. There’s memory and data storage with the now familiar Sandisk, you know the one that was up 4000% in a year, as well as Seagate, Western Digital, and Micron. For semiconductor manufacturing, what do we have? We have ASML, we got Applied Materials, Lam Research, and KLA. We got chips from Google and Amazon that are first-rate.

NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. Cramer expressed a bullish sentiment toward the stock during the April 27 episode, as he commented:

One thing’s certain, though, seemingly out of nowhere, we’re seeing a tremendous level of interest in NVIDIA, which doesn’t even report this week. It’s enough to make you write off all the stories we’ve heard about how Amazon and Google have their own competing chips that will eat NVIDIA alive. Although I have to tell you, I think their competing chips are terrific. I saw this NVIDIA explosion start on Friday when the stock finished up more than eight bucks. I noticed there had been multiple sellers… and once they were cleaned out, this thing went up like a rocket ship. There was no stock supply, none. There were no sellers.

It happened again today. Lots of buyers, no sellers… So the buyers took the… stock all the way up to $216, up $8. What an incredible move for the biggest stock in this market. Now, NVIDIA’s been a late bloomer here in part because so many big accounts already owned it, but I guess enough firms didn’t that it could still have such a rapid jaunt. You know me, I say NVIDIA, don’t trade it, own it… I fully expect NVIDIA will be at the heart of all, of everything that comes in, and the long knives that have been out for it for so long, they’re gone.

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