Jim Cramer discusses the outlook for Oracle stock, noting the competitive pressure from major hyperscalers and the scaling of OCI.

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
• Dell →

  American multinational computer technology corporation

  • Major companies are influencing the branding and baseline specifications for Copilot+ PCs, integrating AI into new hardware.Fri 23:44
  • A city council discussed the approval of Dell server and SAN units on September 24, 2026.Fri 01:43
• Jim Cramer →

  American stockbroker, television personality, author

  • Jim Cramer offers market commentary on Target Corporation's performance.Sun 22:26
  • Mastercard is noted to be benefiting from the economic tailwinds of Trump-era tariffs and onshoring policies.Sun 15:21

Related events

• Jim Cramer discussed Nvidia and Dell as technology stocks in the AI sector on CNBC's Mad Money.Sep 3
• Jim Cramer advised investors to buy AMD stock on August 5, 2026, praising its leadership, Lisa Su, and recommending buys for both AMD and Dell.Sep 20
• Dell and Super Micro Computer face high demand for AI servers, prompting Jim Cramer to recommend Dell over Super Micro.Sep 12
• Jim Cramer favored a company and noted an SEC filing regarding stake changes, linking both to the benefits of AI infrastructure spending.Aug 17
• Jim Cramer used CNBC to review AMD and flag outsized call buying in Bloom Energy during a market trends discussion.Sep 12