Jim Cramer Expressed His Thoughts on 14 Stocks: Arm, Costco, and More

Page 13 of 13

1. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) is one of the stocks on which Jim Cramer expressed his thoughts. Cramer highlighted the company’s data center business, as he stated:

Now, today was an important day. It showed you that when oil’s in reverse, you get huge buying in what, the semiconductor stocks like Broadcom, Micron, and NVIDIA. It’s an amazing thing to see because there was no catalyst today, just a sense that, well, you’re being given one more chance to get in before the data center theme takes off again. Under any circumstances, I would wait to see how Oracle acts if you do want to find out about data centers. Oracle has made itself the king of the data center. It’s the fastest-growing in the space. We need to hear that there’s still tremendous demand for data centers from more than just the hyperscalers and that new chips from NVIDIA are going to be fabulous. Oracle can help us with that.

Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations.

While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ORCL and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 14 Stocks on the Verge of Becoming Dividend Aristocrats.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 13 of 13