Oracle's shares plummeted after the company reported lower-than-expected revenue and significantly increased its fiscal 2026 capital expenditure guidance to $50 billion for AI infrastructure.The company saw cloud revenue rise 34% to $7.98 billion and infrastructure revenue jump 68% to $4.08 billion in the three months to the end of November, but both figures missed analysts' expectations, coupled with a nearly $10 billion free cash flow burn.This decline, partly influenced by concerns over its $300 billion five-year contract with OpenAI, triggered broader market pressure and fueled a debate among investors like Jim Cramer on whether the AI downturn is a correction or a buying opportunity.