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Industry

Jim Cramer picks 5 promising investment themes for second half of 2026

Five trends seen during the latest earnings season could determine investment opportunities for the rest of 2026, CNBC reported on Aug. 6. Jim Cramer (짐 크레이머) highlighted resilient consumers, AI infrastructure, cybersecurity, mergers and acquisitions and healthcare. He said investors should focus on broad market themes rather than individual companies. Cramer cited Capital One, American Express, Ralph Lauren and Williams Sonoma, and also named Lam Research, KLA and Applied Materials, as well as CrowdStrike, Palo Alto Networks, Goldman Sachs, Morgan Stanley, Eli Lilly and Johnson & Johnson.

AI & Enterprise

Semiconductor stocks surge again two days after $1 trillion market cap wipeout, Lam Research up 20 percent

Semiconductor stocks rebounded sharply on July 30 as strong results and demand outlook from Microsoft and Lam Research revived investor sentiment and spread buying across the sector. Lam Research jumped 20 percent, its biggest daily rise since 1999, while Microsoft gained 15 percent. Memory-related shares also rose after Samsung Electronics warned a memory supply shortage could last until 2028. Chip ETFs and major names including AMD, Intel and Nvidia advanced.

Industry

Micron shares jump nearly 8 percent after new U.S. supply chain investment plan

Micron shares jumped sharply after the company announced new investment aimed at strengthening the U.S. semiconductor supply chain. The stock rose 7.9 percent to close at $1,023.79, regaining the $1,000 level. Micron said it will make up to $3 billion in new strategic investments and expand its U.S. investment plan through 2035. The plan includes support for GlobalWafers’ Texas operations and a 10-year silicon wafer supply agreement.