Jim Cramer Discussed These 11 Stocks Before The DeepSeek Sell-Off

Page 2 of 10

9. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q3 2024: 91

Oracle Corporation (NYSE:ORCL) is an enterprise resource planning software products provider that’s also shaped up to be an AI computing resource provider. It was at the heart of President Trump’s $500 billion Stargate AI announcement earlier this month with the shares soaring by 14.4% after the announcement. Oracle Corporation (NYSE:ORCL)’s Oracle Cloud Infrastructure business aims to host thousands of NVIDIA Blackwell GPUs to provide AI computing power. However, during Monday’s DeepSeek AI sell-off, the shares tanked by 13.8%. Cramer believes Oracle Corporation (NYSE:ORCL) is a winner in the AI hierarchy:

“Microsoft’s not been a winner. Oracle was the winner because they, you know, the White House.”

Page 2 of 10