Jim Cramer Talked About These 8 Stocks

2. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders: 91

Discussing Oracle Corporation (NYSE:ORCL), Cramer said:

“Okay, remember, we don’t care where [the] stock has come from, we care where it’s going to. Unfortunately, I do think after that last quarter, the stocks that do not make the quarter are being punished here and will continue to be punished until we get better news. So Oracle does go lower in my opinion.”

Oracle (NYSE:ORCL) is a global technology company that offers a comprehensive range of enterprise IT solutions. However, it faced challenges in its fiscal 2025 second-quarter results, which caused its stock to decline. The company reported results that fell short of analyst expectations and provided more cautious guidance moving forward. Despite this, the company’s cloud infrastructure business continues to show strong growth.

In the second quarter of fiscal 2025, the company reported a significant 336% increase in GPU usage compared to the previous year. This surge highlights the growing demand for artificial intelligence infrastructure. The company has plans to build an additional 1,000 to 2,000 data centers over the long term.

During the quarter, Oracle (NYSE:ORCL) unveiled its largest-ever supercomputer, equipped with 65,000 Nvidia GPUs. It is noteworthy that the company has significantly increased its capital expenditures, which rose to $4 billion in fiscal Q2 from $2.3 billion in fiscal Q1. However, the company also faced some financial challenges. It reported an operating cash flow of just $1.3 billion and experienced a negative free cash flow of $2.7 billion.