Jim Cramer Turns “More Bullish” on Oracle (ORCL)

On September 11, Jim Cramer said Oracle Corporation's (NYSE:ORCL) latest quarter gave him "whiplash" as the stock erased an early gain, but the Mad Money host came away more bullish on the company's artificial intelligence buildout. He pointed to Oracle's 121% jump in cloud infrastructure revenue and $664 billion remaining performance obligation as evidence that AI demand is translating into contracted business, while customer prepayments are helping reduce the cash burden of its expansion. Oracle's fiscal first-quarter 2027 revenue rose 30% year over year to $19.3 billion, while total cloud revenue increased 62% to $11.61 billion. Cloud infrastructure revenue reached $7.