Jim Cramer Discusses Oracle Corporation (ORCL)’s $300 Billion OpenAI Deal

We recently published 13 Latest Stocks on Jim Cramer’s Radar. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed.

Oracle Corporation (NYSE:ORCL)’s shares created quite a buzz earlier this week when they closed 36% on the day following its fiscal first quarter earnings report. The results saw the firm guide $144 billion in cloud revenue in 2030, which marked a hefty growth from the $10.3 billion in 2025. During this appearance, Cramer commented on Oracle Corporation (NYSE:ORCL) after co-host David Faber wondered about the long-term specifics of OpenAI’s freshly announced $300 billion deal with Oracle Corporation (NYSE:ORCL):

ORCL
ORCL

Syda Productions/Shutterstock.com

“And you know what was really was the discussion was which was that that oh, okay so you’re not supposed to have tentative backlog. You’re supposed to have nailed down backlog. But you’re presuming that there’s a lot of, that, well you’re presuming that Softbank can write a check.

While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

Source link

Visited 1 times, 1 visit(s) today

Related Article

EUR/USD technical outlook

EUR/USD Outlook: Volatility Amid Diverging ECB-Fed Outlooks

The EUR/USD outlook indicates increased volatility as traders weigh ECB and Fed policy outlooks. ECB policymakers said the central bank was still in a good place. US unemployment claim increased sharply to 264,000, well above the forecast of 235,000. The EUR/USD outlook indicates increased volatility as traders weigh a hawkish ECB and data supporting Fed

Global Forex Awards 2025 Sponsors

Winners announced – The Armchair Trader

In its most contested awards to date, Holiston Media has revealed the winners of this year’s Global Forex Awards – Retail, with some big names coming out on top. Now in its seventh year, The Global Forex Awards 2025 – Retail are the largest awards of their kind with over 50 global and regional categories

Rallies in Premarket Move (Video)

Rallies in Premarket Move (Video)

Created on September 12, 2025 The market fit in Nvidia looks like it’s going to open a little bit higher during the trading session here on Thursday as pre-market trading has been positive. That’s rather impressive considering we jumped about 4 % during the previous session and now it looks like we are heading toward

EUR/USD Forecast 12/09: Gains After ECB Meeting (Chart)

Gains After ECB Meeting (Chart)

Created on September 12, 2025 The Euro initially fell on Thursday but has turned around to show signs of life as the ECB meeting and the CPI numbers have come and gone. The ECB meeting was essentially what people expected, as the European Central Bank is going to hold rates, and will “watch the data.”

Silver Forex Signal 12/09: Work Off Momentum (graph)

Silver Forex Signal 12/09: Work Off Momentum (Video)

Created on September 12, 2025 Potential signal: I am buying silver if it reaches $42.60, with a stop loss at $42, and a target of $44.60 level. Silver has gone back and forth during the trading session here on Thursday in the early hours as we continue to see a lot of consolidation and absorption

BTC/USD Forecast 12/09: Waiting for Momentum (Video)

BTC/USD Forecast 12/09: Waiting for Momentum (Video)

Created on September 12, 2025 Bitcoin has shown itself to be rather sideways and quiet during the trading session here on Thursday as we are sitting just above the crucial 50-day EMA and trying to absorb a lot of the bullish pressure that we had seen from the previous candlestick on Wednesday. At this point,

Attempts to Rally Early (Video)

Attempts to Rally Early (Video)

Created on September 12, 2025 The New Zealand dollar has shown itself to be a little bit resilient during the trading session on Thursday after forming a couple of shooting stars. This is a very interesting currency pair to me because it obviously represents risk appetite. But at the same time, we’ve recently seen the