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. eliza-diamond-Iw2oRD2NP2w-unsplash 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.