Oracle $ORCL ( ▲ 2.47% ) is catching a bid in premarket after Semafor reported that both China and the US have now signed off on the sale of TikTok’s US operations to a consortium where Oracle is one of the three lead investors.
The report says the deal is poised to close this week, citing people familiar with the situation.
What’s happening
This is basically the long-awaited “TikTok deal is real” moment.
Back in mid-December, Oracle stock also popped after ByteDance’s CEO signaled contracts had already been signed with the consortium’s key players:
Oracle $ORCL ( ▲ 2.47% )
Silver Lake (private equity)
MGX (Abu Dhabi-backed tech investment firm)
Now the market is reacting to the next step: final regulatory sign-off.
Why the valuation matters
If previous reporting is right and TikTok US is being valued around $14B, that would be a surprisingly low price tag relative to how massive TikTok’s US attention + ad engine is.
A lot of eyeballs.
A lot of ad dollars.
For what looks like a “discount” valuation.
Why Oracle is the big winner here
Oracle already has a relationship with TikTok, and this deal would let Oracle deepen that tie directly through cloud infrastructure.
This is not just “Oracle invests in a social app.”
This is Oracle getting closer to one of the biggest ad-driven data platforms on earth.
Bottom line: if the deal really closes this week, Oracle is positioned to turn TikTok’s US operations into a long-term cloud relationship, not just a one-time headline trade.