Oracle (ORCL.US) will continue its cloud partnership with TikTok under a new agreement approved by the US and China, reflecting the achievement of a key political and business “framework” for the app's continued presence in the United States.
TikTok must complete the ownership change by mid-September or risk withdrawal from the US market, with a possible extension of the deadline. Analysts believe that under Oracle's umbrella, TikTok will gain operational security and availability in a key market, and Oracle's possible purchase of the platform is considered a stock market “game changer.”
But that's not all, because the Trump administration has just confirmed the conclusion of a framework agreement with China, which provides for the takeover of TikTok's US operations by a US-controlled entity. The process will be finalized during Friday's conversation between Trump and Xi Jinping, and the whole thing could be completed within 30-45 days if there are no further delays or legal obstacles. New American companies are expected to join the group of major investors, which means that TikTok may be sold to a “group of very large companies,” which Trump will announce in the coming weeks as the official buyer. Oracle itself remains one of the candidates for the acquisition. The negotiations were conducted under pressure from the upcoming deadline for TikTok's withdrawal from the US market, hence the pace and determination of both sides were very high. Details regarding ByteDance's final shares, the division of algorithms, and the impact on soft power remain to be determined, but the priority is to meet US national security requirements and ease tensions in trade relations.
CNBC's Jim Cramer recommends buying shares in the company that will ultimately acquire TikTok, highlighting the platform's enormous advertising potential compared to Amazon and Google, as well as its unparalleled effectiveness in targeting audiences. Bloomberg experts point out that the final completion of the transaction may require a broader consortium of companies, not just one, but the entire agreement already gives Oracle significant control over the application's data and algorithms.
Oracle shares are up today nearly 2.7% before the opening of today's session, after also rising 3.4% yesterday.
J.B. Hunt gains 18% after strong quarterly results 🚀
Stock of the Week - Lam Research Corp (16.10.2025)
Salesforce surges 8% amid positive long-term revenue forecast📈
Thermo Fisher Scientific announces strategic collaboration with OpenAI📱
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
