After yesterday's presentation, investors "sold the news" after a strong run in the stock over the past two months.

Key Takeaways Oracle is one of the day's biggest S&P 500 decliners, with the shares giving back some of the big gains they posted in September. Back then, an upbeat outlook pulled the shares higher.

And then he will obviously be talking about OCI and Oracle Infrastructure; followed by Mike, who will take a discussion first initially on the application business and then Mike will then continue on ...