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Oracle's latest quarterly earnings beat estimates, with cloud infrastructure growth accelerating and the company addressing several bearish concerns about its AI-related capital spending head on. Despite the strong report, Oracle's stock initially lost some ground even as analysts largely reaffirmed positive views on the company's AI-driven growth trajectory. In a related development, Oracle founder Larry Ellison canceled a previously disclosed plan to sell up to $7.5 billion worth of Oracle stock, a move that removes a potential overhang on shares following the earnings report and signals continued insider confidence in the company's outlook.