Jim Cramer Explains How Data Center Demand Boosts Sempra and Other Utility Stocks
Key takeaways
- 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.
- Sempra (NYSE:SRE) develops and operates energy infrastructure, providing natural gas and electric services through regulated utilities and transmission networks.
Jim Cramer Explains How Data Center Demand Boosts Sempra and Other Utility Stocks Syeda Seirut Javed Fri, May 8, 2026 at 10:07 PM GMT+7 2 min read 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: