Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 22 Stocks 

19. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holdings in Q4 2025: 111

AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 11.5% year-to-date but have gained 18.7% over the past month and 25% since April 10th. Keybanc discussed Oracle Corporation (NYSE:ORCL) on the 10th as it reiterated a $300 share price target and kept an Overweight rating on the stock. The financial firm outlined that the AI infrastructure company was targeting several high-growth and lucrative areas in the computing markets, such as deploying AI workloads, running agents, and work automation. Given its recent share price performance, Oracle Corporation (NYSE:ORCL) has crossed Jim Cramer’s radar several times over the past couple of weeks. The CNBC TV host has dubbed the stock’s performance as the revenge of the software companies and a change of mind among investors who previously did not believe that Oracle Corporation (NYSE:ORCL) had the orders to justify financial projections. In this appearance, he mentioned the short sellers as well:

“David that’s a short squeeze.

“Well there was a cheap shot about how well their building is going. But they’ve got grand ambitions and I think that again, they can borrow for less. If you can borrow for less, you can put up more things.”