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Jim Cramer Discusses Reports Of Oracle’s (ORCL) Depressed Free Cash Flow

We recently published Jim Cramer Discussed These 11 Stocks & The Market’s 3rd Bull Run Anniversary. Oracle Corporation is one of the stocks Jim Cramer recently discussed.

Oracle Corporation is one of the most pivotal AI stocks due to its role in the enterprise computing ecosystem. The firm provides computing capacity for AI companies, and it experienced significant tailwinds in September after announcing a $455 billion cloud order backlog. The order also caught Cramer’s attention, and he has discussed Oracle Corporation several times since then. More recently, the CNBC TV host outlined NVIDIA CEO Jensen Huang’s explanation of the payoff from buying the firm’s AI GPUs. These GPUs are a key part of Oracle Corporation’s infrastructure. This time, he discussed reports about the firm struggling with depressed free cash flows. The report came from The Information and claimed that internal documents showed margins lower than analyst expectations. Cramer commented on the report and co-host David Faber interviewing Oracle Corporation’s co-CEOs”:

“[On depressed free cash flow] They’re the ones that’s a bridge too far and if it weren’t for Larry Ellison I would say. . .if it weren’t for Larry Ellison I would say I don’t believe it.

“But I do think that your two guys will be the key here. Why? Because they’re the ones that have to raise the money. And I don’t know where it comes from. And there’s no Lazy Susan deal to them.”

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This article is originally published at Insider Monkey.