Oracle's (ORCL) stock fell after Q4 earnings as analysts highlighted gross margin pressure and capital raise plans.

Oracle (ORCL) forecasted higher capex for fiscal year 2027 and expects to raise about $40B in debt and equity in fiscal 2027.

The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.

The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.