Oracle (ORCL)’s “The Only One I’m Worried About,” Says Jim Cramer

Core Insights - Oracle Corporation (NYSE:ORCL) is positioned as a key player in the AI sector, providing computing capacity for AI software firms [2] - The company reported a substantial cloud backlog of $455 billion, which positively impacted its stock price [2] - Jim Cramer has suggested that Oracle could potentially become a trillion-dollar company due to its AI strategy, but he also expressed concerns regarding the risks associated with its reliance on OpenAI [2][3] Company Performance - Oracle's stock experienced significant movement following the announcement of its $455 billion cloud backlog [2] - The company is expected to receive $60 billion annually from OpenAI over a five-year deal, indicating a high level of exposure to OpenAI's performance [3] Market Position - The competitive landscape includes major players like Nvidia, Broadcom, and AMD, all of whom are also heavily invested in AI data centers [3] - Despite the potential of Oracle as an investment, there are other AI stocks that may offer better returns with lower risk [3]