Super Micro tumbles 10% on reported $1.4B Oracle contract loss

Super Micro Computer (NASDAQ:SMCI) shares fell 10% Thursday after reports emerged that the company lost a significant contract with Oracle (NYSE:ORCL) for Nvidia (NASDAQ:NVDA) GB300 NVL72 racks.

Super Micro Computer Stock Jumps 9% Despite Oracle Canceling $1.4B Contract: What’s Really Driving the Move?

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% in midday trading Friday, climbing to $29.06 from Thursday’s close of ...

Super Micro skids on reports it lost 'significant' contract with Oracle

Super Micro (SMCI) stock drops on report Oracle (ORCL) canceled $1.1B–$1.4B racks amid Nvidia chip-smuggling case.
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As investors panic over a last Oracle contract, should you buy, sell, or hold Super Micro Computer stock?

The troubles for AI infrastructure company Super Micro Computer (SMCI) seem to show no signs of abating. After accounting ...
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Oracle wins cloud contract expected to generate $30B+ in annual revenue

Oracle Corp. today disclosed that it has won a cloud contract worth more than $30 billion annually. Shares of the company jumped almost 9% on the news at one point. It ended the trading session up 4%.
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Dan Ives backs Oracle with $225 target despite selloff

Wedbush Securities' Dan Ives has initiated Oracle with an Outperform rating and a $225 price target, signaling nearly 28% upside despite a sharp 2026 stock decline. Ives argues the market is ...

Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target

Wedbush initiated coverage of Oracle (NYSE:ORCL) on April 24 with an Outperform rating and a $225 price target, framing the ...