Oracle-Aktie springt um 6% dank TikTok-Übernahmerolle - Tech-Gigant profitiert von Mega-Deal

Oracle stürmt mit TikTok-Übernahme vor - Aktie schießt um 6% nach oben

Der Tech-Riese sichert sich Schlüsselrolle bei der größten Social-Media-Transaktion des Jahres

Oracle katapultiert sich mit dem TikTok-Deal zurück ins Rampenlicht. Die Cloud-Infrastruktur des Unternehmens wird zur kritischen Komponente bei der Übernahme - ein strategischer Schachzug, der Anleger begeistert.

Wall Street reagiert euphorisch

Die 6%-Rallye zeigt, wie hungrig der Markt nach klaren Tech-Erfolgsgeschichten ist. Während andere Tech-Titel schwächeln, demonstriert Oracle mit diesem Power-Move seine anhaltende Relevanz in der Cloud-Ära.

Ein klassischer Fall von 'Too Big to Fail' - oder doch nur kurzfristiger Deal-Euphorie? Die Investmentbanker feiern schon die nächsten Gebühren, während langfristige Aktionäre hoffen, dass dies mehr ist als nur ein kurzer Hype.

Oracle takes over security while ByteDance gets pushed aside

Clay Magouyrk, who now serves as one of Oracle’s new co-CEOs, was already managing the company’s cloud business, where the app’s user data is currently stored.

That cloud deal alone brought in around 5% of revenue for Oracle Cloud Infrastructure during its 2025 fiscal year, based on estimates from MorningStar’s Luke Yang. The arrangement is expected to continue under the new ownership model.

The U.S. government has made clear it won’t take a board seat, a “golden share,” or any equity stake in the joint venture. However, officials are considering a one-time fee for facilitating the transaction.

Trump is expected to sign an executive order this week declaring the deal a “qualified divestiture” under the ban-or-sale law passed last year. He also plans to extend the enforcement pause for another 120 days to allow final regulatory steps and paperwork to be completed.

ByteDance will simultaneously sign an agreement with the new American investors outlining the full framework. Trump extended the original ban until December 16, giving enough time for the entire deal to be completed early next year.

The White House said the agreement still requires approval from Chinese regulators, but officials expect no major problems. The deal also follows a recent call between Trump and Chinese President Xi Jinping.

“We are 100% confident that a deal is done,” said White House Press Secretary Karoline Leavitt over the weekend. She added that signatures are expected “in the coming days.”

Oracle installs two new CEOs while insiders cash out

As all this happens, Oracle quietly replaced its CEO, Safra Catz, on Monday behind the scenes. Safra had served in the role since 2014 and will now take a new position as executive vice chair of the board.

Oracle appointed Clay Magouyrk and Mike Sicilia as its new co-CEOs. Clay previously led Oracle’s AI cloud business, and Mike ran Oracle Industries, both were promoted to their former president roles back in June.

Insider trading among Oracle insiders also picked up as director William Parrett sold 11,500 shares between September 15 and 19 at a price of $306 each, totaling about $3.52 million, with the remaining stake now at 27,075 shares.

The full list of investors in the TikTok venture hasn’t been disclosed yet, but Oracle and Silver Lake are confirmed to be leading it. ByteDance’s minority stake means it’ll have no real say in the joint venture.

The deal marks the likely end of years of debate in Washington over whether TikTok should be allowed to operate in the U.S. under Chinese ownership. With this new structure, that question is finally getting a clear answer—and Oracle is now at the heart of it.

Want your project in front of crypto’s top minds? Feature it in our next industry report, where data meets impact.