TikTok Forms Majority-American Joint Venture with Oracle Holding 15% Stake
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy ORCL?
Source: stocktwits
- Joint Venture Formation: TikTok has announced a deal with American investors to establish a joint venture that allows U.S. and global investors to hold 80.1% of the company, while ByteDance retains 19.9%, enhancing data security and compliance with national security requirements.
- Management Structure: The new joint venture will be managed by Oracle, private equity firm Silver Lake, and Abu Dhabi-based MGX, each holding a 15% stake, with TikTok appointing Adam Presser as CEO to oversee operations and safety, ensuring compliance.
- Positive Market Reaction: Following President Trump's announcement of the deal, Oracle's stock rose 2% in after-hours trading and closed up 2.5% on Thursday, reflecting optimistic market sentiment towards the joint venture and investor confidence in future growth.
- Retail Sentiment Shift: According to Stocktwits data, Oracle's retail sentiment surged from 'bearish' to 'extremely bullish' in a week, with message volumes nearly doubling and a 64% increase in followers, indicating strong market interest in its prospects.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 145.230
Low
180.00
Averages
309.59
High
400.00
Current: 145.230
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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