5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club telephone Thursday astatine noon. The AI capex rhythm is moving hotter than immoderate constituent successful the past 2 years, with hyperscalers, sovereigns, and enterprises racing to unafraid compute. These 5 names substance most, ranked by AI-driven gross growth, net execution, borderline expansion, and guardant guidance strength.

#5. Qualcomm

Qualcomm (NASDAQ:QCOM) lands astatine the bottommost due to the fact that it broke the streak. Q3 FY26 non-GAAP EPS came successful astatine $2.21, missing statement of $2.2208 by 0.49% and snapping six consecutive quarters of beating EPS estimates. Handset gross fell 20% twelvemonth implicit twelvemonth to $5.086 billion, dragging full gross down 4.03%.

The bull lawsuit is automotive. That conception grew 61% twelvemonth implicit twelvemonth to $1.588 billion, its 23rd consecutive 4th of double-digit growth, and Qualcomm inked a semipermanent BMW spot proviso woody for AI-enabled vehicles. CEO Cristiano Amon is targeting "total non-handset revenues increasing to $40 cardinal by fiscal 2029" with non-handset maturation accelerating from 24% successful FY2026 to greater than 60% successful FY2027. The banal is down 3.91% twelvemonth to date, reflecting the handset overhang.

#4. Lam Research

Lam Research (NASDAQ:LRCX) is the picks-and-shovels play. Q4 FY26 gross deed $6.72 billion, up 30.0% twelvemonth implicit year, with non-GAAP EPS of $1.82 beating statement by 8.10%, marking 5 consecutive quarters of beats. Gross borderline expanded 190 ground points sequentially to 51.7%.

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The September 4th usher is compelling: gross of ~$8.10 cardinal ±$400 cardinal and EPS of ~$2.15 ±$0.15. CEO Tim Archer said "Lam delivered grounds revenue, operating borderline and net per stock successful the June 4th arsenic AI-driven request continues to reshape the semiconductor industry." Shares are up 82.26% twelvemonth to date.

#3. ASML

ASML (NASDAQ:ASML) owns the lithography monopoly and conscionable raised the year. Q2 2026 gross of $10.65 cardinal grew 21.3% twelvemonth implicit year, with EPS of $8.67. Management lifted FY2026 guidance to €43-45 cardinal successful gross with gross borderline of 54-56%, up from the anterior €36-40 cardinal range.