Jim Cramer Discusses Oracle Corporation’s AI Gains Amid Market Volatility

NEW YORK, NY – On Sunday, November 23, 2025, Oracle Corporation (NYSE: ORCL) faced heightened scrutiny as the stock plunged. The company’s shares have fallen more than 40% since reaching an all-time high in September, prompting discussions among investors regarding the future of its AI initiatives.

CNBC’s Jim Cramer has been vocal about Oracle’s position in the AI landscape, stating that concerns around the firm’s AI orders are ‘legitimate.’ He highlighted Oracle’s partnership with OpenAI, emphasizing its significance in the competitive tech environment.

In previous remarks, Cramer described this partnership as ‘a real coup’ for Oracle, which is now positioned as a primary collaborator with OpenAI, competing against heavyweights like Google and Meta. He pointed out, ‘The axis of OpenAI and Oracle… I think they have a tough battle ahead.’ This sentiment reflects the ongoing challenges Oracle faces amid the current market volatility.

Oracle’s stock suffered further with reports of a controversial $500 billion AI infrastructure project. This initiative, dubbed ‘Stargate,’ has raised concerns among regulators, adding uncertainty around its potential benefits. According to Cramer, Oracle’s operational success remains strong, despite the stock’s downward trend.

While some investors remain pessimistic, recent updates reveal continued interest from institutional investors. Coldstream Capital Management was highlighted for acquiring additional shares despite the recent sell-off, indicating that some view this decline as a buying opportunity.

Analysts argue the pullback from September’s highs appears disconnected from Oracle’s fundamentals. Reports suggest that the company’s AI-driven cloud trajectory could yield significant returns for patient investors. However, skeptics warn that Oracle’s high valuation and rising debt elevate risks.

As of now, the stock trades at a crucial crossroads between its strong growth story and the scrutiny from market experts. Investors are urged to monitor upcoming earnings reports and regulatory developments related to Stargate. The latest discussions underscore that Oracle is under pressure to demonstrate its AI capabilities amid shifting investor sentiments.

Through this tumultuous period, Oracle’s narrative remains a focal point in the conversation about AI investment opportunities moving forward.