By finviz.com
Publication Date: 2025-11-21 05:03:00
Oracle Corporation (NYSE:ORCL) is one of the Stocks that Jim Cramer put in the spotlight. Cramer highlighted that the company is borrowing money to build data centers, noting:
“Now Larry Ellison, co-founder, chairman and CTO, who is brilliant and tough, is back at the helm. He’s going full throttle. He’s doing his best, putting, everything here is going to be AI-based… and Wall Street is clearly much worse about this idea than it was a few months ago.”
Of course, by the time we got here, we had already begun to see other cracks in the AI data center story. But the bottom line is that I think the Oracle case is instructive. They’re borrowing a fortune to build data centers for OpenAI, which has about $1.4 trillion in spending commitments that it may or may not be able to afford. That’s why I call it the Achilles heel of the whole thing. No wonder people are worried.”
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Oracle Corporation…
