Jim Cramer Discussed These 7 Stocks

3. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders: 105

While Cramer acknowledged Oracle Corporation’s (NYSE:ORCL) recently reported solid numbers, he pointed out the worrisome state of the economy.

“Hey, maybe the strong orders we saw from Oracle tonight can turn things around but then again… Will we really have a recession? The economy does seem to be in a sudden precipitous decline.”

Oracle (NYSE:ORCL) is a tech company offering a wide variety of IT services and solutions designed for businesses. Polen Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q4 2024 investor letter:

“We added to several existing positions in the quarter including Oracle Corporation (NYSE:ORCL), Zoetis, and Eli Lilly. Oracle was a recent addition to the portfolio last quarter, and results so far indicate an accelerating trajectory that we expect will continue for many years. The company’s OCI (Oracle Cloud Infrastructure) cloud infrastructure business enjoys large and durable advantages and is seeing much demand for normal cloud workloads with generative AI training and inference workloads as nice potential optionality on the upside.”