Cramer's Morning Take: Oracle, Nvidia 9/10/25

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Jim Cramer (0:48)

I'm Jim Cramer, and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting.

SPEAKER_4 (0:56)

What's really happening today, it's all about AI infrastructure, and this comes after Oracle reported, and the quarter was just fine, but it's this long-term guidance that is shocking many, and the stock is up accordingly. I mean, they're talking about RPO backlog, which is the remaining performance obligation. 359% to 455 billion. These are just staggering numbers, and they now project the cloud infrastructure revenue to grow to 144 billion in fiscal year 30 That's up from 18 billion in the current fiscal year. So, just a massive increase.

Jim Cramer (1:34)

And it's a lot of different companies that are customers that are getting this.

SPEAKER_4 (1:38)

Yeah, they signed four multi-billion-dollar contracts.

Jim Cramer (1:40)

We should go over them.

SPEAKER_4 (1:41)

With three different customers. Obviously, their involvement in Stargate is a big thing. Open AI.

Jim Cramer (1:49)

By the way, and ByteDance, Tik Tok, they've always been involved with that.

SPEAKER_4 (1:53)

Close ties with Elon Musk as well, Larry Ellison does, some XAI. Probably some involvement there. But it's just a huge move and it's rippling across the market. Mainly, I'll say to the guts of data centers and also the chips, right? Which we have. Yeah, of course. Think like industrialist, Vernova.

Jim Cramer (2:13)

Lake Eaton is the right place to be. Vernova, so Eaton is moving very big. Vernova, we're going to talk about bullpen. I think that it's averted. I know it's moved, but I think it has another big move, not unlike Oracle. And I've got to tell you, my book's coming out, How to Make Money in Any Market, I have been saying that you can get rich in individual stocks, that that's what's back. If you owned a lot of Oracle, obviously today, your life has changed. Your life has just changed.

SPEAKER_4 (2:40)

But we're seeing it as well. Broadcom, again, one of the big leaders in the market today. NVIDIA as well. And what was notable on the call, Larry Ellison, made a big push around inferencing. How that's going to change everything. AI robotics, AI cars, just automation and reasoning.

Jim Cramer (3:03)

Did you see NVIDIA's blog this morning? They're number one. They just came out. The blog came out about an hour ago. They're number one in inferencing. You know that Larry Ellison is not going to use number two for inferencing. This is going to be a very big set of orders for NVIDIA. A week ago today, as our producer, Executive Producer Regina Gilliam was saying, there were a lot of articles which just said the best days of NVIDIA are behind them. Well, look out. I think I'm predicting that NVIDIA goes to all-time highs.

Start your day with my outlook on the daily market every morning at 10, 20 a.m. Visit cnbc.com/morningtake to access all the benefits of being a CNBC Investing Club member.

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All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC, NBC Universal or their parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. You should be aware of the risk of loss and following any strategy or investment discussed in the content from Cramer. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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