** Cloud service provider Oracle's ORCL.N shares fall 4.6% to $139.13
** Melius Research cuts PT on company's shares to $180 from $188
** Oracle Cloud Infrastructure's $(OCI.UK)$ gross margins could fall hundreds of points into the lower 30%'s for the next few years as the company focuses on funding massive growth prospects, not factoring in any residual impacts from tariffs on systems - Melius
** Melius expects OCI to retain a very important and growing role in managing the U.S. user data for TikTok, should a domestic transaction ensue soon
** While ORCL's growth could be lumpy, Melius sees prospects for sales to accelerate above consensus in FY26 as backlog at OCI rolls into revenue
** As of last close, Oracle stock down 12.5% YTD
(Reporting by Juby Babu in Mexico City)
((Juby.Babu@thomsonreuters.com))
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