Oracle shares surge 6.63% on Dec. 22 2025 amid TikTok U.S. restructuring joint venture

Oracle shares surged 6.6322% in pre-market trading on Dec. 22, 2025, driven by its pivotal role in TikTok’s U.S. restructuring. The tech giant has agreed to co-own a new U.S.-based joint venture with Silver Lake and Abu Dhabi’s MGX, which will assume control of TikTok’s domestic operations, addressing U.S. data security concerns.

Under the deal, Oracle will retain a 15% stake in the new entity, solidifying its position as a key player in TikTok’s U.S. operations. This move underscores Oracle’s expanding influence in cloud infrastructure and compliance-focused technology solutions, aligning with broader investor interest in “boring but essential” tech infrastructure over consumer-facing platforms. The partnership also highlights Oracle’s role in managing sensitive user data through its U.S.-based cloud services.

While the restructuring reduces ByteDance’s control to 19.9%, regulatory risks persist, with U.S. lawmakers likely to maintain scrutiny. However, for ETF investors, the deal reinforces Oracle’s relevance in enterprise-focused tech funds such as XLK and VGT, which track cloud and software adoption trends. The outcome hinges on whether the joint venture can fully address concerns over data sovereignty and algorithmic control.

Investors are advised to monitor the long-term implications of the joint venture, particularly as U.S. regulators continue to assess the balance between data privacy, national security, and innovation. While the market is reacting positively to Oracle’s strategic involvement, it remains to be seen whether this will translate into sustainable growth for the company. The joint venture represents a significant shift in TikTok’s global strategy, with Oracle positioned as a trusted custodian of data in the U.S.

For now, Oracle’s shares appear to be benefiting from its perceived role as a secure, government-compliant infrastructure provider, a narrative that has historically resonated well with institutional investors. If this trend continues, it could signal a broader re-rating of infrastructure-focused tech stocks at the expense of speculative consumer platforms.