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
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.
OCCLL Coverage
“You’ll See A Sell Off.” Jeremy Siegel Says Warsh Will Be Forced To Raise Rates And Predicts What Happens To Stocks Next
Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.
Oracle Jumped 36% in a Day After Last September’s Earnings, but Traders Are Betting Against It Tonight
Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the…
Cramer Begs Trump Not to Sell Chipmaker That Is Up 311% in a Year
Jim Cramer went on live television to beg the president not to sell a chipmaker sitting on massive gains, and the reason why reveals just how much political risk now hangs over…