TradingKey – Oracle (ORCL) reported revenue of $19.2B for its fourth quarter of FY2026, an increase of 21%, and reported OCI revenue of $5.8B, an increase of 93%, with remaining performance obligations of $638B, an increase of 363%, which provides impressive visibility into future AI infrastructure revenue. However, the sharp drop in ORCL stock price this August to approximately $142.07, from $156.22 in early August, illustrates that the decline is more about investors’ worry and apprehension regarding Oracle’s AI buildout. The expenses for business runs deep, even with impressive cash flow for FY2026 of $32B (an increase of 54%), free cash flow was negative $23.7B, due to a sharp increase in capital expenditures. The hypothesis…