Oracle & SanDisk: AI's Market Movers

Oracle & SanDisk: AI's Market Movers

From Raleigh News Today | 2 Min News | The Daily News Now! by The Daily News Now!

May 5, 2026 · 2 min

About this episode

Jim Cramer discusses Oracle and SanDisk as significant contributors to the AI market, highlighting their impressive stock performance and revenue growth.

Jim Cramer highlights Oracle and SanDisk as key players in the AI boom, with SanDisks stock surging 429% YTD and 3550% over the past year. Oracles cloud infrastructure revenue jumped 84% to $4.9 billion, with a massive $553 billion backlog. Both companies face supply crunches, creating value in AIs backbone. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/cf95d9adeebe1531

People in this episode

Host: The Daily News Now!

Topics covered

  • AI
  • stock market
  • cloud infrastructure
  • technology
  • business news

Keywords

  • Oracle
  • SanDisk
  • AI boom
  • stock surge
  • cloud revenue
  • supply crunch

Sponsors

Solipillow

Mentioned in this episode

Organizations: Oracle, SanDisk

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