Squawk on the Street Cramer's Morning Take: Oracle, Nvidia 9/10/25
10 snips
Sep 10, 2025 The discussion centers on a digital infrastructure stock with potential for a significant rise. Highlights include insights into Oracle's promising quarterly report and its impact on the tech market, particularly in AI. The episode dives into Oracle's strategic partnerships and the rising relevance of data centers, especially in light of advances from companies like NVIDIA. Tune in for a candid look at key market headlines and investment strategies.
AI Snips
Chapters
Books
Transcript
Episode notes
Oracle's Massive Cloud Growth Projection
- Oracle projects cloud infrastructure revenue exploding to $144 billion by fiscal 2030 from $18 billion this year, signaling massive long-term demand.
- Jim Cramer says Oracle's RPO backlog and multibillion contracts with OpenAI and ByteDance make this a market-changing inflection.
Oracle's Big Contracts Mentioned
- Speaker 0 recounts Oracle signing four multi-billion dollar contracts with three different customers.
- He names OpenAI and ByteDance, and notes Oracle's close ties to Elon Musk as additional context.
Inferencing Drives Infrastructure Demand
- Oracle emphasizes inferencing and AI infrastructure as core drivers for huge future orders and revenue.
- Cramer links Oracle's moves to ripple effects across data-center, chip, and industrial suppliers.
