Oracle (ORCL) Stock Gains 3% Following US-China TikTok Deal Framework

TLDR

Table of Contents

Oracle stock jumped over 3% on September 15, 2025 after US and China agreed to preliminary TikTok deal framework
Oracle has emerged as top contender to acquire TikTok, with shares spiking up to 5% in premarket trading
Treasury Secretary Scott Bessent confirmed the preliminary agreement during Madrid trade talks
Trump and Xi Jinping scheduled to speak September 19, 2025 to “complete” the TikTok deal
Oracle already stores TikTok’s American user data through Project Texas partnership launched in 2022

Oracle stock climbed more than 3% on September 15, 2025 following news of a preliminary TikTok deal between the US and China. The agreement came during trade talks in Madrid, according to multiple media reports.

Treasury Secretary Scott Bessent announced the framework deal on September 15. Trump and Chinese President Xi Jinping are set to discuss the final details on September 19, 2025.

Oracle has positioned itself as the leading candidate to acquire the social media platform. Shares peaked at a 5% gain in premarket trading before settling back slightly during regular hours.

$IREN IMPORTANT!!!
Trump hints that TikTOK deal is coming (see below)
The only way ORCL's recent backlog numbers are true (see below) is if $ORCL acquires TikTOK.
ORCL uses colocation for data centers, which is why $IREN is going to be the beneficiary of the Oracle TikTOK… pic.twitter.com/NO54bpzeeq
— Asymmetric Bets (@UncleAlpha007) September 15, 2025

Trump hinted at the deal on Truth Social, writing about the “big Trade Meeting in Europe” going “VERY WELL.” He mentioned reaching a deal on a “certain company” that young people wanted to save.

TikTok faces a US ban unless it sells to an American or allied buyer by September 17. Trump has indicated he may extend this deadline again.

The software company already maintains a business relationship with TikTok. Oracle’s servers currently store American user data for the app through Project Texas, an initiative that began around 2022.

Oracle’s Position in the Deal

Reports from March suggested the White House was considering Oracle’s proposal to run TikTok operations. However, this arrangement might allow ByteDance to retain some control over the platform, according to The Information.

Oracle declined to comment on the speculation when contacted by Yahoo Finance on September 15. The company’s existing infrastructure partnership with TikTok gives it a head start over other potential buyers.

Several other parties have expressed interest in acquiring TikTok. These include a group led by billionaire Frank McCourt Jr., Microsoft, YouTuber Mr. Beast, and Perplexity AI.

Market Response and Valuation

Investors have responded positively to Oracle’s potential involvement in the deal. The possibility of providing cloud services to a restructured TikTok company has driven speculation about future revenue streams.

TikTok’s valuation could reach up to $50 billion in any potential sale. Oracle’s current market capitalization stands at $858.6 billion, making such an acquisition financially feasible.

The stock has performed strongly throughout 2025, with year-to-date gains of 82.80%. Oracle’s average daily trading volume is 16.8 million shares.

Technical indicators currently show a buy signal for Oracle stock. The company has received analyst upgrades based on its strong financial performance and potential TikTok involvement.

Oracle’s cloud infrastructure business would benefit from handling TikTok’s massive data requirements. The app serves millions of American users daily, creating substantial server and storage needs.

The September 19 call between Trump and Xi Jinping will determine the final structure of any TikTok deal. Oracle’s stock price will likely remain volatile until more details emerge about the agreement’s terms.

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