Monday, December 29, 2025

Jim Cramer Explores OpenAI and Oracle (ORCL) Insights

In a recent update on 10 stocks discussed by Jim Cramer, Oracle Corporation (NYSE:ORCL) has come under scrutiny due to significant price declines. The stock fell by 36.7% since mid-October 2025, influenced by concerns over a slowdown in data center construction and the potential for an AI bubble. On December 15, Phillip Securities reduced Oracle’s price target from $350 to $344 yet maintained a Buy rating, citing expected capital expenditures of up to $60 billion in 2026. This follows RBC Capital’s earlier reduction of Oracle’s target from $310 to $250. Cramer highlighted the bond market’s potential to support Oracle’s investments, suggesting that substantial funding to OpenAI could redeem Oracle’s stock value. While Oracle presents an investment opportunity, our analysis indicates other AI stocks may offer better growth potential with lower risks. For insights on promising AI investments, check out our report on the best short-term AI stock options.

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