Oracle shares fell 7.02% in the session following its fiscal Q1 2027 report despite beating on revenue and EPS and raising full-year guidance - the market selling the $28B quarterly capex, the negative free cash flow and the equity issuance rather than buying the 121% cloud-infrastructure growth. This is the second consecutive AI-infrastructure beat sold on its financing (after Broadcom on September 3), and the first sold this hard.