I’ll be honest, I definitely didn’t have Oracle + thirst traps and dance challenges on my 2025 bingo card… 

So Oracle just caught another bid after word dropped that its cloud deal with TikTok will survive the political meat grinder. How so? Well because apparently, the app that turned teenagers into geopolitical pawns is inching closer to a framework agreement between the U.S. and China. And, shocker, old man Larry is still in the mix. 

(Source: Reddit) 

In short, TikTok has been on death row since Congress passed a bill last year that basically said “divest or die.” ByteDance, TikTok’s Chinese parent, was told to hand over U.S. ops or face a nationwide ban. After months of deadlines, extensions, and tariff tantrums, Treasury Secretary Scott Bessent says the U.S. and China now have a “framework” deal that would keep TikTok alive on American phones. The interesting part is that Oracle of all companies remains the trusted babysitter of American user data under “Project Texas.” 

(Source: CNBC) 

As of right now, the fine print is still about as fuzzy as which team Todd Chrisley really plays for (iykyk). But still, the framework includes a mix of new investors and existing ByteDance backers. Nobody’s writing massive checks yet, and this isn’t shaping up to be a big IPO-style payday. But the political signal is that Trump wanted a deal, and a deal is what he’s getting. He even teased it in a Truth Social post after trade talks in Madrid: “A deal was also reached on a ‘certain’ company that young people in our Country very much wanted to save.” G.O.A.T.’ed.

For Oracle, this is just another cherry on top of a monster year. Shares are already up 81% YTD, powered by its $300 billion OpenAI cloud contract and pie-in-the-sky guidance projecting $144 billion in cloud revenue by 2030. So keeping TikTok on the client roster is just adds to Ellison's legend where he gets to stand next to Trump and Xi as the guy who “saved” TikTok, while locking in girthy workloads on Oracle servers. 

(Source: Giphy) 

When it comes to investors though, while TikTok isn’t going public, Oracle doesn’t need it to. The company’s quietly turning itself into the plumber for the AI + social media age, and Wall Street’s eating it up. ByteDance gets to keep control (at least partly), Trump gets his “victory for the kids,” and Oracle gets another feather in its “not dead yet” cap. 

The only question is, when this deal actually closes in 30–45 days, will Oracle’s stock still be sagging… or will Ellison be out there dropping another “I don’t speak poor” moment to remind investors who’s boss? Only time will tell, but Lord knows Oracle has the momentum here. Until next time, friends… 

At the time of publishing, Stocks.News does not hold positions in companies mentioned in the article.