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 ...
Barchart on MSN

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 ...
Hosted on MSN

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 ...
SiliconANGLE

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%.
Morningstar

Oracle's stock surged on billions in new cloud contracts. Can it fund its AI promise?

Oracle issued $18 billion of debt in September to finance its data-center buildout. Since Oracle Corp. stunned investors last month with its massive artificial-intelligence pipeline, shares of the ...