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):

“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.

Frank Holland had a statistic this morning, on his excellent five o clock show. Which talked about a 100% of yesterday’s gain was Oracle. 100% of the SPX gain. Think about that. And I also think that there was some sort of weird rebalancing where a lot of money came to Oracle out of a lot of Mag 7 and now we’re seeing that reverse today.”

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.

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