Squawk on the Street Cramer’s Morning Take: Nvidia 12/19/25
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Dec 19, 2025 The podcast dives into the latest tech trends, highlighting Oracle's role in a relief rally that alleviates data-center issues. There’s a buzz around OpenAI's fundraising efforts, with speculation about a staggering $100 billion raise. Jim Cramer expresses skepticism about buying NVIDIA despite its apparently cheap valuation, citing market uncertainties and funding concerns. This discussion balances optimism with caution in the tech sector.
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Relief Rally Driven By Oracle, Not Guaranteed For Nvidia
- Jim Cramer sees the current tech rally as relief-driven and led by Oracle's data-center role.
- He warns NVIDIA's cheap forward P/E may not justify buying without clearer AI funding for data centers.
OpenAI Fundraising Could Shift Data-Center Demand
- Large reported fundraising for OpenAI could materially change demand dynamics for data-center suppliers.
- Cramer stresses uncertainty about the reports, noting outcomes would shift valuations and sentiment quickly.
Wait For Clarity Before Buying Nvidia
- Avoid buying NVIDIA solely because its forward P/E looks cheaper; verify core assumptions first.
- Cramer advises waiting for clarity on AI funding and valuation before committing to the stock.