TLDR
- Oracle stock jumped 3.4% on September 15, 2025 following US-China TikTok deal framework agreement
- Company positioned as frontrunner to acquire TikTok with existing Project Texas data partnership
- Trump and Xi Jinping scheduled September 19 call to finalize TikTok acquisition details
- Treasury Secretary confirms preliminary agreement reached during Madrid trade negotiations
- Oracle already handles TikTok’s American user data storage through established infrastructure partnership
Oracle Corporation stock climbed over 3% on September 15, 2025 after the United States and China reached a preliminary agreement on TikTok’s future. The framework deal emerged from trade talks held in Madrid, Spain.
Treasury Secretary Scott Bessent confirmed the breakthrough agreement on September 15. President Trump and Chinese President Xi Jinping will speak on September 19, 2025 to complete the final terms.
Oracle has established itself as the leading candidate to purchase the popular social media platform. The stock reached 5% gains during premarket trading before moderating to 3.4% during regular market hours.
Trump referenced the development on Truth Social, describing the European trade meeting as going “VERY WELL.” He mentioned reaching an agreement on a “certain company” that American youth wanted preserved.
Oracle’s Competitive Advantage
The software giant already maintains operational ties with TikTok through Project Texas. This initiative, launched in 2022, uses Oracle’s servers to store American user data for the social media app.
Oracle declined comment when contacted about the acquisition speculation. However, the existing infrastructure relationship positions the company ahead of competing bidders.
Other interested parties include investor Frank McCourt Jr.’s group, Microsoft Corporation, content creator Mr. Beast, and artificial intelligence company Perplexity AI. None possess Oracle’s current operational connection to TikTok.
TikTok faces a September 17 deadline to find an American or allied buyer or face a US ban. Trump has suggested he may extend this timeline again if negotiations continue progressing.
Market Impact and Financial Outlook
Oracle’s stock has delivered 82.8% year-to-date returns through September 2025. The company’s market capitalization reached $858.6 billion, making a TikTok acquisition financially manageable.
Analysts estimate TikTok’s valuation could reach $50 billion in any sale transaction. Oracle’s cloud infrastructure business would benefit from managing the platform’s massive data processing requirements.
The company’s average daily trading volume is 16.8 million shares. Technical analysis currently indicates a buy signal for Oracle stock based on recent momentum and fundamental strength.
Oracle’s potential involvement in restructuring TikTok operations has generated positive investor sentiment. The possibility of providing comprehensive cloud services to a reformed TikTok entity represents a substantial revenue opportunity.
The September 19 Trump-Xi call will determine the acquisition’s final structure and timeline. Oracle’s stock price will likely remain elevated until more concrete details about the deal emerge from that conversation.
