Oracle (ORCL -0.89%) is the hottest name in AI, but the company isn't a guaranteed winner in the space. Larry Ellison's bet on OpenAI is risk and the company's balance sheet is already stretched, so investors need to be aware of the risk.

*Stock prices used were end-of-day prices of Sept. 26, 2025. The video was published on Oct. 4, 2025.