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Oracle (ORCL)’s “The Only One I’m Worried About,” Says Jim Cramer

We recently published 11 Stocks Jim Cramer Discussed, Including A Potential “Worst Stock Ever”. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed.

Oracle Corporation (NYSE:ORCL) has become one of the most important companies in today’s AI race. The firm hosts and provides computing capacity for AI software firms. The shares also saw significant action last month after Oracle Corporation (NYSE:ORCL) revealed a $455 billion cloud backlog. The revelation sent its shares soaring, and Cramer has discussed the firm several times since then. He has opined that Oracle Corporation (NYSE:ORCL) could become the next trillion-dollar firm due to its success with the AI positioning. At the same time, Cramer has also cautioned that ” there should be some recognition of the risk that these guys are taking.” In this appearance, he reiterated that he was concerned about Oracle Corporation (NYSE:ORCL):

“Look, the only one I’m worried about, and I’ve been assured by Hock Tan, he’s one of the toughest guys in the world, not to worry about the Oracle, it’s fine.”

As for the reason why Cramer’s worried about Oracle Corporation (NYSE:ORCL), here is what he said on Mad Money on October 27th:

“At this point, basically, all of the major players in the AI data center trade, from Nvidia to Broadcom to AMD to CoreWeave, are taking a risk in that they’re assuming OpenAI will be good for the massive amounts of money it’s committed to spending and no one has more exposure to that than Oracle, which is expecting to get 60 billion per year from OpenAI in their five year deal. Wow. Everyone in the industry seems to think OpenAI will be good for the money, but no one needs them to be good for like Oracle does.”

While we acknowledge the risk and potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ORCL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

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