Signal #81625POSITIVE

Oracle just made Supermicro’s story a lot more complicated

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A reported order cancellation between Oracle (ORCL) and Super Micro Computer (SMCI) gave investors a new reason to question how durable some AI infrastructure relationships really are. Multiple market outlets, citing Bluefin Research, said Oracle canceled an order for 300 to 400 Nvidia GB300 NVL72 ...

AI Stock Newsabout 4 hours ago
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Oracle just made Supermicro’s story a lot more complicated — Steek | Steek