Squawk on the Street Cramer’s Morning Take: Oracle 12/22/25
Dec 22, 2025
Jim Cramer discusses the current buzz around semiconductors and holiday deals. He raises concerns about the hype surrounding OpenAI's rapid valuation increases. Cramer highlights Oracle's stock rise but advises against chasing after it. He also compares the infrastructures of ChatGPT and Gemini, pointing out their respective strengths. Tune in for insights that could impact your investment decisions!
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Take-Private Deals To Escape Quarter Pressure
- Jim Cramer references Nelson Peltz and Tryon taking a company private to avoid quarterly pressures as an example of deal trends.
- He expects similar take-private moves to be a trend into 2026.
OpenAI Fundraising Drives Data Center Demand
- Jim Cramer connects OpenAI's fundraising to a massive data center build-out that will benefit Oracle and other infrastructure providers.
- He warns that valuations soared rapidly in days, so follow the hype with caution.
Hype Versus Infrastructure Reality
- Cramer highlights extreme promotional activity around OpenAI compared with other big tech firms, which fuels rapid valuation swings.
- He believes OpenAI can complete big funding but urges skepticism because the story accelerated from $500B to $850B in days.