Jim Cramer on Oracle (ORCL): “I Don’t Like What They’re Doing to Their Balance Sheet”

Core Viewpoint - Oracle Corporation is currently viewed as not investible due to concerns over its balance sheet and business model, particularly in relation to its debt levels and reliance on major clients like OpenAI [1][2]. Financial Health - Concerns have been raised regarding Oracle's balance sheet, specifically its significant borrowing to finance the expansion of data centers [2]. - The stock is currently trading at 26 times earnings, which raises questions about its valuation and future performance [2]. Market Position - There is a belief that while Oracle has potential, other AI stocks may offer better upside potential with less downside risk [3]. - The company is involved in providing cloud and on-premise software, databases, and IT infrastructure, which are critical for business operations [2].