SuperMicro (SMCI) weakness attributed to traders circulating news that it lost its Oracle (ORCL) contract - UNCONFIRMED

The unconfirmed reports about SuperMicro losing its Oracle contract could pose significant downside risk for SMCI, particularly if traders are reacting to fear rather than fact.

Newsquawk StaffPublished 23 Apr 2026, 11:33 UTCOn the live feed at 11:13 UTC — 6 more headlines followed before this page went public

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11:29

GE HealthCare (GEHC) announced the first patient has been dosed in the international, multi-center Phase 2/3 LUMINA clinical trial of its manganese-based magnetic resonance imaging (MRI) contrast agent, mangaciclanol

11:15

Mobileye Global Inc. (MBLY) Q1 2026 (USD): Adj. EPS 0.12 (exp. 0.09), Revenue 0.558bln (exp. 519mln)

11:13

SuperMicro (SMCI) weakness attributed to traders circulating news that it lost its Oracle (ORCL) contract - UNCONFIRMED

11:09

Fars News reports on possible military options from the US and its allies: Targeting critical infrastructure, Carrying out assassinations, Capture or destruction of maritime assets, Intensifying the naval blockade, Special operations vs strategic assets

11:06

Fars News notes that speculations indicate the possibility of preparations for a new attack, and on the other hand, the United States is trying to pursue negotiations to achieve unfulfilled goals on the battlefield.

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Context

If the rumor gains traction, it could lead to heightened volatility in SMCI shares and a reassessment of its relationship with key clients like Oracle, potentially impacting investor confidence and market performance in the broader tech sector.

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