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10 Stocks Jim Cramer Discussed As He Talked About President Trump & Trillionaires
Insider Monkeyยท 2025-09-14 14:35
Core Insights - The discussion on the potential emergence of trillionaires in America was sparked by the rise in Oracle's shares and the increase in Larry Ellison's net worth [2] - Jim Cramer suggested that the idea of having more trillionaires could be positively viewed by some political figures, including President Trump [2] - Cramer advocated for a guaranteed income model, referencing Senator Moynihan's views on the subject [3] Company Insights - **Oracle Corporation (NYSE:ORCL)**: - Oracle's shares surged by 36% following a strong earnings report, with CEO Safra Catz projecting significant growth in Oracle Cloud Infrastructure (OCI) [8] - Catz indicated OCI could grow by 77% to $18 billion this fiscal year, with projections reaching $144 billion over the next four years [8] - Cramer highlighted the skepticism surrounding Oracle's previous quarter performance and the market's misjudgment regarding the data center's relevance [9][10] - **Broadcom Inc. (NASDAQ:AVGO)**: - Broadcom's shares increased by 15.6% over the past month, attributed to a new $10 billion custom AI chip contract reportedly from OpenAI [11] - Cramer noted the close relationship between Broadcom and the AI sector, emphasizing Broadcom's significance in the chip market [11]