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CNBC’s Jim Cramer suggested dealmaking will help drive the market next year, reviewing mergers and acquisitions that could occur.
“The setup’s a great one,” he said. “The chief pillar? Takeovers and acquisitions. They’re going to be an extraordinary force for the bulls in 2026.”
Cramer explained that mergers are important for stocks because the market is fundamentally about supply and demand. When the number of shares increases, the averages can have trouble advancing, he said. However, takeovers can “temper the market’s endless stock issuance,” he continued.
2026 is likely to see a “robust issuance,” Cramer said, saying two huge private operators could come public — OpenAI and SpaceX. It could be “hard to overcome that much new supply,” he pointed out.
