A director just put roughly $3.5 million of his own money into Oracle, and the buy accounts for nearly all of his 25,390 shares. Open-market insider purchases at a company this size are rare, and this one lands while Wall Street argues over how Oracle funds its AI datacenter ambitions.
Latest Activity
A 7.56% intraday jump to $142.88 is a rare single-session move for a $432 billion megacap, adding tens of billions in value before lunch. Keep an eye on whether it holds into the close.
Mad Money w/ Jim Cramer 9/15/26
- Jensen Huang pegs each gigawatt of Nvidia AI factory buildout at roughly $50 billion to $60 billion
- Huang rejects the AI slowdown case, saying safety is an engineering problem, not a reason to pause
- Cramer broadcasts from Dreamforce with Salesforce's Marc Benioff and OpenAI CFO Sarah Friar on deck
Huang is putting a price tag on the buildout: $50 billion to $60 billion per gigawatt, with thousands of companies building. It answers the slow-down-AI camp on a day stocks sold off on surging oil and bond yields.
Cloud infrastructure revenue jumped 121% to $7.39 billion, and management now guides full-year FY2027 revenue to at least $90 billion. Capital spending of $28.5 billion pushed free cash flow to negative $5.4 billion.
Oracle is down 3.97% to $155.22 with earnings due after the close today, so the market is repricing the stock hours before it gets the numbers. Anyone holding into the report is now doing it from a lower base.
ORCL Coverage
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