11 Stocks on Jim Cramer’s Radar

6. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holdings: 122

Oracle Corporation (NYSE:ORCL)’s shares have faced a lot of attention at 2025’s close. During the year’s second half, the shares lost 10% with a much steeper dip since their peak in early September. Oracle Corporation (NYSE:ORCL)’s stock struggled amidst reports of an AI bubble and troubles with data center construction. On January 5th, RBC Capital cut the firm’s share price target to $195 from $250 and kept a Sector Perform rating. The financial firm explained that Oracle Corporation (NYSE:ORCL) while enterprise spending and AI outlook appeared positive, early 2026 financial guidance from businesses was nevertheless cautious. Cramer discussed Oracle Corporation (NYSE:ORCL) after a CNBC report claimed that Softbank had completed its $40 billion investment commitment to OpenAI. The report is crucial as it hints that OpenAI is able to access funds to spend on the data center buildout. As a result, it was unsurprising that Cramer also discussed Oracle Corporation (NYSE:ORCL) in the context of data centers, as he went as far as to suggest that the fundraise was the most important thing in 2026’s first quarter:

“Do you know that this fundraise is probably the most important thing that’s going to happen in the first quarter? Because it means that you can buy Oracle. . .it means you can buy NVIDIA.”