Jim Cramer Discussed These 8 Stocks Recently

1. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders: 105

Oracle Corporation (NYSE:ORCL) is a technology company that provides a broad range of IT services and solutions for enterprises. Discussing the company during the episode, Cramer said:

“On Monday, Oracle is gonna report and… do it after the close. I bet they’re gonna have some really positive things to say. Now Oracle, a very good software company’s become a great data center company, which was terrific until we learned that some Chinese outfit could create high-quality AI models using … much less hardware. That’s a simplistic way to put it, but let’s just be honest, the AI stocks have never traded the same since China revealed its Deep Seek source of, let’s just say, of incredibly fast but much less expensive AI. Does it make sense that that’s the case? No, it just doesn’t but it, it certainly hurt the valuations of the semiconductor stocks.

Last night, Broadcom reported an amazing quarter. Its stock was just rewarded after the close. Then it got dragged down by that tech sell program I just mentioned before bouncing right back when it was that ridiculous, contrived program was over and it finished the day up more than 8%. But were you in there from the beginning to the end? Many people probably left at midday. This kind of accident’s become the norm. I expect Oracle to have almost as good a quarter as Broadcom and then do the same thing.”

While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ORCL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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