Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks 

9. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holdings in Q1 2026: 115

Oracle Corporation (NYSE:ORCL)’s role in the AI ecosystem has meant that Jim Cramer hasn’t held back when discussing the firm. His morning co-host, David Faber, was the first to break the news about the firm’s troubles with the credit market. Oracle Corporation (NYSE:ORCL)’s stock has been among the most volatile on the market. It is down by 40% over the past year and by 28% year-to-date. Blair discussed the firm on July 1st as it added it to its conviction list. The financial firm remarked that Oracle Corporation (NYSE:ORCL)’s cloud backlogs indicated its position in the AI infrastructure industry and provided visibility into its revenue. The backlog is the subject of considerable debate these days, especially since it is worth more than Oracle Corporation (NYSE:ORCL)’s market capitalization. Cramer also discussed the firm’s finances:

“I’m so glad you brought that up, because when I talk to people who are in this business, about what’s the Achilles’ Heel? And I came up with, from the supposition we have was that there’s areas that don’t play. . .get rid of Virginia. . .you know you don’t want to be in that part of the country. But, I also hear, what exactly is Oracle’s game plan? And how exactly are they going to make their balance sheet to be able do this?”