A disappointing earnings report from Oracle weighed on the stock.Shares of Nebius Group (NBIS 4.02%) were sliding last month even though there was no company-specific news out on the stock.Instead, AI infrastructure stocks like Nebius fell broadly after Oracle reported disappointing results in its first-quarter earnings report. The results and its guidance cast doubt on the momentum in the "neocloud" sector, which includes stocks like CoreWeave and Nebius. Oracle has also seen demand for its cloud infrastru ...