Cramer advised investors on Oracle stock, noting high debt levels at both companies, and suggested Oracle divest from Cerner. The advice also touched on the benefits of Trump-era tariffs.

The entities involved

• Oracle Corporation →

  American multinational computer corporation

  • Columbia Threadneedle Investments is managing a fund that focuses specifically on technology growth.Mon 04:03
  • AMD provides GPUs for Oracle's supercluster, establishing a key reference customer and bolstering its position against Nvidia.Wed 20:04
• Cramer →
  • Cramer advises viewers to buy GEV shares, noting that the company benefits from Trump tariffs and onshoring.Sun 01:18
• CoreWeave →

  American cloud computing company

  • CoreWeave is leveraging GPU compute power for AI infrastructure, serving customers like Jane Street.Mon 12:38
  • QuantumScape targets the pre-commercial solid-state battery market while CoreWeave, a leading AI cloud provider, relies on clients like Microsoft.Mon 04:56
• Cerner →

  American company

  • Oracle is leveraging its acquisition of Cerner and a partnership with Google to differentiate itself in the US Electronic Health Record (EHR) market.Wed 04:36

Related events

• Jim Cramer analyzed Oracle's stock performance and outlook.Jun 17
• Cramer repeatedly praised Chevron Corporation as a top stock on September 18, 2026.Sep 20
• Jim Cramer discusses the outlook for Oracle stock, noting the competitive pressure from major hyperscalers and the scaling of OCI.Sep 4
• Cramer showed bullish sentiment toward a stock on July 4, 2025.Jun 8