This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database and AI-cloud infrastructure provider, fell approximately 1.4% to $142.84 Tuesday as investors looked past the company's enormous AI backlog and focused instead on what it will cost to build the capacity behind it. The stock's retreat after last week's earnings surge suggests Oracle's AI opportunity is huge, but the capital required to capture it is becoming just as important to investors. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Oracle's fiscal first-quarter results showed revenue climbing 30% to $19.3 billion, while cloud infrastructure revenue exploded 121% to $7.
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