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.

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.