Squawk on the Street Cramer’s Morning Take: Oracle 12/17/25
12 snips
Dec 17, 2025 Jim Cramer critiques 'Lazy Susan' circular deals reminiscent of the dot-com days. He discusses Blue Owl's potential withdrawal from an Oracle deal, urging clarity on their rationale. The conversation shifts to OpenAI's $10B request from Amazon, with Cramer questioning the wisdom of Amazon financing chip purchases, calling it embarrassing. He highlights the discipline imposed by stock and bond markets on dealmakers, while noting Blue Owl's stock struggles and its silver lining of improving market sentiment.
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The Lazy Susan Deals
- Jim Cramer recounts
Oracle's Balance Sheet Must Be Saved
- Oracle may be struggling and needs to shore up its balance sheet, signaling market doubt about the company's strategy.
- Cramer warns that Oracle and OpenAI could be the exceptions to a broader tech rally.
Big AI Deals And Cloud Commitments
- Talks surfaced about Amazon and OpenAI raising $10 billion and using Tranium chips, indicating shifting AI partnerships.
- OpenAI's prior $38 billion AWS pact shows complex, large-scale cloud commitments underpinning these talks.