TikTok has formed a new U.S. entity with Oracle, Silver Lake, and MGX as lead investors, securing the platform’s operational continuity in the United States amid longstanding regulatory pressures.
Oracle’s Market Reaction: Oracle’s stock extended recent declines after the deal was announced, despite some analysts maintaining bullish price targets. The weakness reflects concerns over:
GPU cloud‑business challenges in competing with larger hyperscalers (AWS, Azure, GCP).
Conservative growth forecasts ahead of the company’s upcoming earnings.
Broader Implication: The TikTok‑Oracle partnership underscores ongoing U.S. efforts to domesticate foreign‑owned tech platforms through trusted infrastructure partnerships, while also highlighting the mixed investor appetite for Oracle’s strategic pivots. $BTC $ETH $BNB #BTC #MWAM_Crypto
