Oracle Corp (ORCL): Stock To Boom to ATH After US TikTok Buy?

Oracle Corp (ORCL) could see its stock surge to all-time highs if a deal for TikTok's US operations proceeds as anticipated. Under the proposed agreement, Oracle would operate the social media platform's algorithm, according to a senior WHITE House official. The deal would transfer control of TikTok's US operations to a new joint venture with majority American ownership, bolstering Oracle's position in the tech sector.

White House Press Secretary Karoline Leavitt expressed confidence in the deal's completion, suggesting it could be finalized within days. Oracle's stock has already gained 28% over the past month and more than 80% year-to-date, driven by its aggressive push into AI infrastructure and partnerships with firms like OpenAI.

Analysts from Guggenheim and TD Cowen have set bullish price targets, reflecting Optimism around Oracle's expanding role in AI and potential involvement with TikTok. The company's strategic moves, including hosting Oracle AI World and outpacing competitors like Nvidia, continue to fuel investor enthusiasm.