Jim Cramer talks about OpenAI and Oracle (ORCL)

We recently published 10 Stocks Jim Cramer Discussed. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer is talking about.

Shares of AI data center infrastructure provider Oracle Corporation (NYSE:ORCL) have struggled in the final months of 2025. They have lost 36.7% since mid-October. The stock struggled amid reports of a slowdown in data center construction and fears of an AI bubble. On December 15, Phillip Securities lowered Oracle Corporation’s (NYSE:ORCL) stock price target to $344 from $350 and maintained a Buy rating on the stock. The financial firm said the data center company is now expected to spend up to $60 billion in capital expenditures in 2026. Phillip Securities’ reporting came after RBC Capital cut Oracle Corporation’s (NYSE:ORCL) share price target to $250 from $310 and maintained a Sector Perform rating on December 11. The financial firm explained that the data center company continues to have high capital income…