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Jim Cramer Critically Discusses Oracle’s (ORCL) OpenAI Partnership

We recently published Jim Cramer Discussed These 11 Stocks & Commented On A Market Reversal. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer discussed.

As Oracle Corporation (NYSE:ORCL)’s partnership with OpenAI continues to draw media attention, the firm once again popped up on Jim Cramer’s radar. He discusses the firm in nearly every appearance, and has gone as far as to say that the concerns surrounding the firm’s AI orders are “legitimate” questions. In this appearance, the CNBC TV host discussed Oracle Corporation (NYSE:ORCL)’s relationship to OpenAI. This relationship, which he had described as “a real coup” in January, involves Oracle Corporation (NYSE:ORCL), instead of Microsoft, being a key OpenAI partner. In this appearance, Cramer commented that the firms were now contending with Google and Meta in the form of Gemini 3 and aggressive spending:

“But I will say this, there’s winners and losers and it’s happening right now. And this OpenAI-Oracle axis, that’s what you have to worry about. The axis of OpenaI and Oracle. . .I think that they, that OpenAI’s got to now play leapfrog with Google and that’s very hard because it turns out, the combination of Google-Gemini, is extraordinary. . .so I find, Oracle, AI, seems like a bit of pincer movement against them, because you know that Zuckerberg is not letting them in social, because Zuckerberg is the spending king.

“[After Carl pointed out that stock broke the 200 day moving average] That’s the Safra-less Oracle. The Safra-less Oracle. . .

“It was the bottom of the FT piece that just said, Safra Catz was unhappy with the [inaudible] balance sheet.”

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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While we acknowledge the risk and potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ORCL and that has 10,000% upside potential, check out our report about this cheapest 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.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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