Oracle shares slipped 2% as long-term profit guidance came in below Wall Street expectations despite management reaffirming its AI-first cloud roadmap. Analysts said enterprise-software demand remains uneven amid extended deal cycles. Cloud-infrastructure and database-modernization businesses continued to expand, though margin visibility narrowed due to rising capex. The firm plans higher investment in generative-AI integration across its SaaS suite. Investors remain focused on backlog conversion, cost discipline, and early-FY26 earnings momentum.