Oracle's hefty infrastructure costs and rising debt load have weighed on the stock in the past few months.

Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.

Oracle's hefty infrastructure costs and rising debt load have weighed on the stock in the past few months.

JPMorgan, which has a neutral rating on Oracle, believes management may provide a diversified list of reputable customers that could ease pressure on the stock.

Shares of Oracle, which reports earnings after the close, have plunged 33% since Sept. 10, when they hit an all-time high.

The cloud computing giant's revenue miss renews questions about its financial health

Investors want to see Oracle turn its higher spending on infrastructure into revenue as quickly as it has promised.