5 Stocks on Jim Cramer’s Radar Including AI Winners Like Amazon, GE Vernova, and More

3. Sempra (NYSE:SRE)

Sempra (NYSE:SRE) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the catalyst for stocks like Sempra, as he said:

I’m going to walk you through the wide range of winners, so you know what… I’m talking about. You know, look, we know the whole compute complex needs power, right? That’s why you have stocks like American Market Electric Power, Sempra, Vista, Constellation. They are with, they’re going higher, even as interest rates aren’t going up. Normally, the interest rates going higher is a bad thing for utilities. The linkage is broken because of the demand for power from the data centers.

Sempra (NYSE:SRE) develops and operates energy infrastructure, providing natural gas and electric services through regulated utilities and transmission networks. Cramer highlighted the company’s stock performance during the March 18 episode, as he commented:

The last 12 months have been phenomenal for a lot of utilities. Take Sempra, which owns gas and electric utilities in Texas and California. Now, this company’s long been one of my favorite growth utilities. Remember, growth utility. But a year ago, this stock had a bit of a beat down by tariff worries, LA fires, even though the fires, by the way, had zero impact on their business.

That turned out to be a fantastic buying opportunity, as Sempra’s now run from $61 and change at its lows last April all the way to $95. We’re talking about a 50% gain plus in less than a year. Not bad for a utility. Now, Sempra’s made some big changes last fall. They announced they were selling a majority stake in their infrastructure business. That’s Mexican gas pipelines and liquefied natural gas export facilities. The plan now is to focus on their core utility business.