Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending

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22. Oracle Corp (NYSE:ORCL)

Number of Hedge Fund Holders In Q2 2025: 124

Cramer and co-host David Faber spent quite some time discussing Oracle Corp (NYSE:ORCL) on the show. The firm is a key player in the ecosystem as it hosts computing capacity in the form of NVIDIA’s GPUs. These GPUs are used by firms such as OpenAI, and Oracle Corp (NYSE:ORCL)’s capacity is built on assumptions of the future demand for AI software products and services. During the show, as we discussed in our introduction to this piece, Faber outlined a startling figure about Oracle Corp (NYSE:ORCL)’s credit default swaps. After his co-host pointed out that Oracle Corp (NYSE:ORCL) was committing to $300 billion of spend while having much lower EBITDA, Cramer responded:

“When I was up in school yesterday, anybody, all I know people want to talk about is, who has enough money to afford it. And I come back and I said, everybody but Oracle. Oracle’s got to find a huge amount of money. And I don’t know where they get it.”

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