Jim Cramer points to market unrest over Oracle

Jim Cramer points to market unrest over Oracle

By Syeda Seirut Javed
Publication Date: 2025-12-21 15:44:00

Oracle Corporation (NYSE:ORCL) is one of the Tech and consumer stocks that Jim Cramer talked about. Cramer discussed the role of OpenAI and Oracle in technology spending. He said:

“Behind the scenes lurked OpenAI, the creative ChatGPT, which along with Oracle… were big drivers of burgeoning technology spending. For most of 2025, it was these stocks that drove the market higher, and that was the narrative we liked. Lately, however, skeptics have begun to question the notion of unlimited data spending. Oracle raised a huge amount of money in the bond market, $18 billion. But now there is Faith in the market.” Oracle’s inability to finance this massive data center expansion, which it is largely doing on behalf of OpenAI, can be seen by the fact that people have been madly buying credit default swaps on Oracle’s debt.

A stock market chart…