Jim Cramer highlights 5 investing themes — and the stocks to buy for each

CNBC's Jim Cramer highlighted five investing themes revealed by earnings season, with strategies for selecting stocks under each theme. The first theme centers around a resilient consumer, despite inflation and spending concerns. Companies like Capital One, American Express, Ralph Lauren, and Williams-Sonoma are benefiting from this trend.

The second theme is artificial intelligence infrastructure, focusing on semiconductor equipment manufacturers such as Lam Research, KLA Corp, and Applied Materials. Thirdly, cybersecurity remains an attractive theme with CrowdStrike and Palo Alto Networks being favored by Cramer. The fourth theme is the potential influx of mergers and acquisitions due to a favorable regulatory environment, presenting opportunities for investment banks like Goldman Sachs and Morgan Stanley.

Lastly, the healthcare sector is an appealing choice for investors seeking diversification while still retaining exposure to innovation, with Eli Lilly and Johnson & Johnson being highlighted. Cramer's Charitable Trust owns shares in several of these companies, emphasizing the potential for increased returns during pullbacks.