JIM CRAMER SAYS THIS EARNINGS SEASON HANDED HIM 5 THEMES THAT WILL PRODUCE THE MARKET'S BEST BUYING OPPORTUNITIES FOR THE REST OF 2026 "I love themes. They help you craft a portfolio of stocks with the wind at their backs, not in their faces." Here are his 5 themes and the names he likes in each: - Resilient consumer: banks, travel, and retail earnings are showing a consumer that's holding up, not stretched thin like everyone assumed. "We've been told over and over that the consumer's totally stretched. The companies are saying otherwise." His picks: Capital One $COF American Express $AXP Ralph Lauren $RL Williams-Sonoma $WSM - AI infrastructure, the equipment side: memory chips are in shortage everywhere in the data center, so he'd rather own the companies supplying the equipment than the ones scrambling to buy scarce memory. "There is a shortage of every kind of memory in the universe of the data center." His picks: Lam Research $LRCX KLA Corp $KLAC Applied Materials $AMAT - Cybersecurity: some thought AI would shrink demand for dedicated security software, but rising cyber threats have reinforced why these companies still matter. His picks: CrowdStrike $CRWD Palo Alto Networks $PANW - M&A pickup: companies are moving fast on deals while the regulatory environment stays favorable, which is a tailwind for the banks running them. His picks: Goldman Sachs $GS Morgan Stanley $MS - Healthcare and medtech: a way to diversify away from tech and AI concentration without giving up exposure to innovation. His picks: Eli Lilly $LLY Johnson & Johnson $JNJ