Jim Cramer’s Top Iran War Stocks to Buy Revealed in This List of 5 Stocks

2. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holdings in Q4 2025: 111

Data center infrastructure firm Oracle Corporation (NYSE:ORCL)’s shares are up by 14% over the past year and are down by 21% year-to-date. Mizuho discussed the firm on April 2nd as it kept a Buy rating and a $320 share price target. Mizuho’s coverage came a day after Barclays had also discussed Oracle Corporation (NYSE:ORCL)’s stock. The investment bank had reiterated a $240 share price target and a Buy rating. Cramer has also consistently discussed the firm over the past couple of months. His opinion has shifted from being quite optimistic about the company to digging deeper into its revenue commitments. Oracle Corporation (NYSE:ORCL) appointed a new CFO earlier this month, and the CNBC TV host thought the announcement would impact the share price:

“Yeah, he comes from Schneider, and that’s definitely, you want to build a data center, Schneider’s there. I thought that was very interesting. . .I thought it would have had an impact [on the stock].”

Clearbridge Dividend Strategy discussed Oracle Corporation (NYSE:ORCL) in its Q1 2026 investor letter:

“In IT, we exited Oracle Corporation (NYSE:ORCL) and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a service (SAAS). In the last year, Oracle went all-in on building data centers for AI customers, pushing its backlog north of $500 billion. In 2025, the stock surged as Oracle announced eye-popping AI contracts; we took advantage of that surge to begin exiting the position. More recently, investors have begun to question the return profile of these projects, given the hundreds of billions of dollars in required capital investment and their overdependence on one, single customer: OpenAI. Aligning with OpenAI seemed like a no-brainer two years ago when it was the clear leader in AI, but with Google’s Gemini and Anthropic’s Claude catching up to ChatGPT, Oracle’s concentrated bet on one player now seems questionable. We sold our remaining Oracle shares in the first quarter of 2026.”