Jim Cramer Discussed These 11 Stocks & Commented On A Market Reversal

8. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q2 2025: 124

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.”