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

In this article, we will look at 5 Stocks on Jim Cramer’s Radar Including AI Winners Like Amazon, GE Vernova, and More. Please visit 27 Stocks on Jim Cramer’s Radar Including AI Winners Like Intel, Eaton, and More, if you’d like to see the extended list and the methodology behind it.

5. Bloom Energy Corporation (NYSE:BE)

Bloom Energy Corporation (NYSE:BE) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer had a positive view of the stock, as he remarked:

Then there’s the red-hot Bloom Energy with its non-combustible energy generation. Stock is a rocket ship.

Bloom Energy Corporation (NYSE:BE) develops and sells solid-oxide fuel cell systems that convert natural gas, biogas, or hydrogen into electricity without combustion. Cramer called the company “amazing” during the April 24 episode, as he said:

Next, now, you might not have heard of this company, Bloom Energy, but this company makes solid oxide fuel cells, which can turn pretty much any fuel into electricity without combustion. It’s amazing. The data center operators love this stuff. Bloom could have a gigantic quarter. I wanted to buy it for the Trust. It just got away and got away and got away.

4. GE Vernova Inc. (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted that the company performed much better after the spin-off, as he commented:

You have GE Vernova, which spent years under GE as a struggling builder of turbines, suddenly on its own, and what is it doing? It’s printing money. It’s how you have a natural gas company like EQT roaring because you need that nat-gas to burn.

GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. Cramer called it the “only serious nuclear energy builder” during the April 22 episode, as he stated:

We had a one for the ages quarter from GE Vernova… Here’s some irony… GE Vernova’s market cap just passed namesake GE itself, the aerospace company, $303 billion versus $289 billion. That’s nothing short of unbelievable. How did GE Vernova get to such exalted heights? How about being the venerable, unique player providing power to the data centers and the utilities that are all struggling to meet demand from the data centers? With these results, GE Vernova said the company already had more data center orders in the first quarter than it had in the entirety of 2025. And it’s got a backlog so full that it’s almost impossible to get a new turbine… for the next two years. Given the sequential cost savings they seem to find each quarter, I’m confident that you’ll see much better and better margins ahead.

When you see that GE Vernova has 100 gigawatts worth of gas power business…. You know what? That’s enough to power a hundred million homes. Then you can understand why I told viewers of our… Investing Club… that this quarter was one for the ages. We rate stocks by the number for the Club, with one meaning buy, two meaning hold, three meaning sell. We usually downgrade stocks… after this kind of serious move… But I said this morning that we can’t take it from one to a two. It’s just too… good…

By the way, GE Vernova is the only serious nuclear energy builder, and it’s putting up the first new plant in ages in Ontario. So far, so good. It’s also going to start building nuclear reactors for the Tennessee Valley Authority… Remember, the rest of them that you’re trying to buy, they tend to be science projects. Now, GE Vernova has wind too, which used to be the fastest growing business, but now is a drag on the earnings. It can’t interfere with the greatness here, though, and that’s what you should be thinking about. How long can this last? I think it’s just beginning.

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.

2. Microsoft Corporation (NASDAQ:MSFT)

Microsoft Corporation (NASDAQ:MSFT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s woes, as he remarked:

It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, losers or at least their stocks… Microsoft appears stuck with old software that has fallen out of favor with the market. And Meta doesn’t have a cloud business to help offset the losses from the myriad AI initiatives away from Facebook, Instagram, and WhatsApp. Really smart Ray-Bans, I love them, I love them, don’t get me wrong, aren’t going to bring the profits, a cloud business would for the quizzical Meta. Even as sales from traditional businesses were spectacular this quarter, nobody cared.

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. Cramer discussed the company’s latest quarterly report during the April 30 episode. He said:

Third, there’s Microsoft, much tougher, okay, and I mean like much tougher. They got clobbered today, down nearly 4%. Ouch. I didn’t want this. But rooting doesn’t mean anything, right? We don’t root for stocks… Microsoft delivered a nice top and bottom line beat, revenue up 18% year over year…. All major lines came in ahead of expectations. The key number for Microsoft these days is Azure revenue growth. That’s the company’s cloud infrastructure business, and it’s where the lion’s share of Microsoft’s investment spending’s going. For the quarter, Azure revenue grew 40% year over year, fabulous, a point ahead of expectations. Some people will say two points ahead.

Then we got what I thought was a solid conference call. Management said Azure could grow 39 to 40% in constant currency during the current quarter. That’s much better than what analysts were expecting. I cheered that. But then there’s Microsoft’s overall revenue guidance for the current quarter, and that was a little light. And their total paid Copilot users was 20 million, which you know, some were underwhelmed by that. I thought it was okay. At the same time, Wall Street didn’t seem to like what Microsoft had to say about its CapEx budget. Unlike the other big tech companies, they had basically been giving you this guidance on a quarter-by-quarter basis.

This time, management said they’d have over $40 billion in capital spending this quarter, higher than expected. And they indicated it could go even higher in the coming quarters, offering a CapEx forecast of $190 billion for the calendar year 2026. No, after that CapEx commentary, the stock started rolling over in after-hours trading, and it kept sinking today. In the end, I think Microsoft just didn’t give investors enough good news to justify the elevated spending levels that they were projecting. Do you know that this was actually, it was looking up nicely, but people hadn’t put pen to paper and figured out exactly that they were spending a lot, they’re spending more money. We don’t want that.

1. Amazon.com, Inc. (NASDAQ:AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer expects huge returns on the company’s data center investments, as he remarked:

Data centers are about to give the believers extraordinary returns. I mean, unbelievable returns. The money’s worth it. We just can’t tell it yet because right now there are only two publicly traded winners: Amazon and Alphabet. After talking to Andy, I now believe that both Amazon and Alphabet have ensured years and years of colossal profits because they’re spending tens of billions now to make hundreds of billions later.

Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators. Cramer mentioned the company during the May 4 episode and said:

I’m talking about Amazon and its CEO, Andy Jassy. Higher interest rates can fell many a company, but if you want to guess who’d be the last man standing, you could do a lot worse than betting on Amazon with a stock that rallied $3.79 today. If there were a Kalshi bet about which company could thrive with a crimped consumer, it will somewhat oddly be Amazon, because their goal is always to keep prices as low as possible, making the ultimate trade-down play.

There’s a reason we own this one for the Charitable Trust. I’m in awe of how Amazon’s become all encompassing in so many aspects of our lives today… When I hear things like that, I try to figure out how much Amazon means to America, means to you. No one has ever been that big a factor to our growth since Standard Oil got broken up for monopolizing the oil market over a century ago…

The tech giant reported a really fabulous quarter last week, driven by their booming Amazon Web Services business for cloud infrastructure and AI. While this is still one of the largest retailers in the world, AWS alone has an annual revenue run rate of $150 billion. And they keep adding more to the story on a pretty regular basis. From setting up their own low-earth orbit satellites for internet service to offering their supply chain services to anyone who wants it, it’s at the heart of the computer-driven economy.

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