Oracle falls for second straight day after record one-day gain

** Shares of Oracle ORCL.N fall 4.90% to $292.78 in afternoon trading

** Enterprise software maker had a record AI-driven surge on Wednesday, when shares climbed 35.9%, putting the company close to the trillion dollar mark

** "ORCL's shares are down since investors learned yesterday that almost the entire increase in backlog came from one contract with OpenAI, still a money losing startup that is committing well beyond its resources" - Gil Luria, Managing Director at D.A. Davidson

** 33 of 43 brokerages rate the stock "buy" or higher, 10 "hold" and no "sell" or lower; median PT $347 - data compiled by LSEG

** As of last close, ORCL up 84.7% YTD