🔴 ORCL.BA is trading 4.3% down today as capex and dilution concerns weigh on AI-driven gains

ORCL.BA is trading 4.3% down today at $72,125, pulling back after a sharp rally driven by bullish AI revenue forecasts and cloud growth optimism.

• The stock is facing pressure from Oracle’s massive data center and AI infrastructure capex plans, with investors weighing the associated financing needs.
• Spending and dilution concerns have overshadowed strong cloud results and backlog growth since the company's June Q4 FY2026 earnings release.