Jim Cramer on Oracle: “I’m Not Really Sure About Their Business Model”

Core Viewpoint - Oracle Corporation is facing concerns regarding its debt levels and the ability of its major client, OpenAI, to fulfill payment obligations, which has led to uncertainty about its business model [1][2] Group 1: Company Overview - Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to assist businesses in managing operations [2] - The company is transitioning from a traditional tech company to a data center builder, highlighting its significant orders [2] Group 2: Financial Aspects - Oracle has incurred substantial debt to finance the construction of data centers, with a total of $300 billion in orders from OpenAI and an additional $223 billion from other clients [2] - The stock is currently valued at 26 times earnings, and there is a suggestion that if the stock price decreases further, it may present a buying opportunity [1]