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

Opendoor stock soars more than 55% as Shopify COO hired to lead company

Opendoor (OPEN) stock jumped more than 55% shortly after Thursday’s opening bell on news that the company has hired Shopify’s chief operating officer as the real estate platform’s new chief executive. The company announced Wednesday night that Shopify (SHOP) COO Kaz Nejatian will join the beleaguered iBuyer as CEO, stepping in to replace the hole

Morris: The Fed has to balance inflation pressures with a weak labor market

Here’s the inflation breakdown for August 2025 — in one chart

Shoppers browse shoes at a store in Los Angeles on Aug. 28, 2025. Bloomberg | Bloomberg | Getty Images Inflation picked up in August amid higher prices for staples like food and electricity, while tariffs put upward pressure on prices for physical goods like clothing and household furniture, economists said. The consumer price index, a

NZD/USD Analysis 11/09: Near-Term Incremental (Chart)

NZD/USD Analysis 11/09: Near-Term Incremental (Chart)

Created on September 11, 2025 After stumbling to value that challenged the 0.58000 level in late August, the NZD/USD has been able to produce a hard fought incremental climb higher and is near the 0.59300 ratio as of this writing. The NZD/USD has found buyers in the past two weeks, but day traders have had

Opendoor stock soars 60% after company names new CEO

OpenDoor is disrupting the real estate market with its new model. It buys homes and sells them on its platform. Opendoor Opendoor stock rocketed 60% higher on Thursday after the retail favorite named Shopify executive Kaz Nejatian as CEO and co-founder Keith Rabois as chairman. The meme stock hit a 52-week high and continued a

USD/RUB Analysis 11/09: Increase in Tensions (Chart)

USD/RUB Analysis 11/09: Increase in Tensions (Chart)

Created on September 11, 2025 The USD/RUB has gone from a rather tranquil value of 80.0000 in the past few days to above 85.0000 as of yesterday, this as it appears tensions are building and the prospects of increased conflict escalates. Since the first week of May this year the USD/RUB has seen trading within

Gold Analysis 11/09: Gold Prices Stable (Chart)

Gold Analysis 11/09: Gold Prices Stable (Chart)

Created on September 11, 2025 Today’s Gold Analysis Overview: Overall Gold Trend: Strongly bullish. Support Levels: $3610 – $3570 – $3500 per ounce. Resistance Levels: $3670 – $3690 – $3730 per ounce. Today’s Gold Trading Signals: Sell: Sell gold from the $3685 resistance level, with a target of $3540 and a stop-loss at $3710. Buy:

Inflation climbs in August as grocery and gas prices jump : NPR

Grocery prices jumped 0.6% in August, fueling a sharper-than-expected jump in inflation last month. Frederic J. Brown/AFP hide caption toggle caption Frederic J. Brown/AFP Inflation inched higher last month as Americans closed out the summer paying more for both groceries and gasoline. Consumer prices in August were up 2.9% from a year ago, according to