Jim Cramer Discusses OpenAI & Oracle (ORCL)

Core Viewpoint - Oracle Corporation (NYSE:ORCL) has faced significant stock price declines, losing 36.7% since mid-October 2025, attributed to a slowdown in data center construction and concerns over an AI bubble [2] Group 1: Stock Performance and Analyst Ratings - Oracle's share price target was lowered by Phillip Securities from $350 to $344 while maintaining a Buy rating, citing expected capital expenditures of up to $60 billion in 2026 [2] - RBC Capital also reduced Oracle's price target from $310 to $250, keeping a Sector Perform rating, highlighting ongoing heavy capital expenditures and negative free cash flow [2] Group 2: Market Commentary and Future Outlook - Jim Cramer discussed the potential impact of OpenAI raising $100 billion, suggesting that this could shift the narrative around Oracle's stock from negative to positive [3] - Despite acknowledging Oracle's potential, there is a belief that other AI stocks may offer better returns with lower risk [3]