ORCL

There was a selloff in Oracle's stock after reports emerged that Oracle might only receive a license to use the TikTok algorithm rather than gaining full ownership of it. This model of licensing might not provide the level of control or value that investors initially anticipated, leading to a negative reaction in the market.

Oracle's recent surge in stock price, which saw it increase by over 50% in the past three months, was fueled by optimism around its AI deals. However, the market may have become cautious, leading to a decline in its stock price. This overreaction could be due to concerns about the sustainability of these AI deals or the potential risks associated with them.