Oracle Corporation (NYSE: ORCL), the cloud and on-premise software, database, and IT infrastructure giant, came under scrutiny from CNBC’s Jim Cramer during a recent episode of Mad Money.
Cramer used the segment to remind investors that forward-looking thinking, not backward-looking sentiment, should drive their stock decisions.
A caller raised the question of Oracle’s debt load, prompting Cramer to offer a pointed assessment of where the company stands relative to its peers.
“It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t have a lot of debt, or CoreWeave’s got a lot of debt,” Cramer said during the broadcast.
He singled out Oracle and CoreWeave (NASDAQ: CRWV) as the two notable outliers in the current AI infrastructure landscape when it comes to leverage.
“CoreWeave and Oracle are the two outliers. Man, they’ve got a ton of debt. You take your pick there,” Cramer added, drawing a direct comparison between the two heavily leveraged names.
Despite his concerns about debt, Cramer stopped short of telling investors to walk away from Oracle entirely, noting some potential for upside.
“But you know what? If you want a little springload, I think… Oracle is fine. CoreWeave’s even more juiced,” he said, suggesting CoreWeave carries even greater risk and reward for investors willing to stomach volatility.
Cramer also addressed Oracle’s broader stock trajectory during a June 5 episode, when a caller asked whether he sees the stock returning to its all-time highs following a period of pressure from bearish traders.
“Okay, I think that last quarter was very good, and people were betting against Oracle. I think that’s a bummer bet. I think that you should go with Oracle. I wish they’d get rid of Cerner and just take the… charge,” he responded, expressing measured optimism while flagging the Cerner acquisition as an unresolved drag on the company’s profile.
Oracle provides cloud and on-premise software, databases, and IT infrastructure designed to help businesses manage their day-to-day operations across a broad range of industries.
Vertiv (NYSE: VRT) was mentioned by Cramer as a contrasting example, with the company carrying comparatively less debt than either Oracle or CoreWeave, making it a less leveraged play in the data center and AI infrastructure space.
The conversation reflects a broader investor debate around how much debt is acceptable for large-scale technology and AI infrastructure companies as interest rates remain a central concern heading into the second half of 2026.
