Oracle has at least a couple good reasons to be leery of Super Micro right now.

Super Micro (SMCI) stock drops on report Oracle (ORCL) canceled $1.1B–$1.4B racks amid Nvidia chip-smuggling case.

A former Oracle employee accused the tech giant of targeting workers “with outstanding stock options” in a recent round of ...

Oracle is leaning into AI in a big way, a move investors seem to view with material skepticism.