Oracle Shares Surge on Confirmed TikTok Partnership

A week marked by volatility for Oracle concluded with a decisive upward move as the software giant confirmed its entry into a binding agreement for TikTok's U.S. operations. This announcement effectively dispelled recent market anxieties surrounding the company's capital position, fueling a robust recovery in its share price as trading closed for the week.

Earlier pressure on the stock had been linked to media reports suggesting that financier Blue Owl Capital was withdrawing from a $10 billion data center project in Michigan. Oracle moved to explicitly deny these rumors, stating that negotiations with its equity partners remained on track. The subsequent confirmation of the high-profile TikTok deal swiftly shifted investor focus away from these financing worries and back onto the company's digital infrastructure expansion. The relief was palpable in the markets, with shares climbing 7.10 percent to close at €164.40 on Friday.

A Strategic Cloud Coup

The confirmed deal positions Oracle within a consortium alongside Silver Lake and investment firm MGX to operate the popular video platform in the United States. Scheduled for completion on January 22, 2026, the agreement grants Oracle a 15 percent stake in the new entity.

Should investors sell immediately? Or is it worth buying Oracle?

Beyond the financial investment, the operational mandate holds greater strategic significance. Oracle has been named the exclusive cloud provider, tasked with hosting sensitive user data and ensuring technical compliance with regulatory requirements. This role serves as a powerful validation of Oracle's focus on "sovereign" cloud infrastructures, demonstrating its architecture's capability to handle complex workloads where competitors often face regulatory obstacles.

Market Outlook and Next Steps

Attention now turns to the regulatory finalization of the joint venture, set for late January 2026. Concurrently, Oracle faces the task of demonstrating over the coming weeks that the capital-intensive expansion of its AI infrastructure—specifically the major Michigan project—remains financially secure. A smooth execution of these parallel initiatives could solidify the recent stock price recovery, potentially marking a stabilization phase after the equity had shed approximately 16 percent over a 30-day period.