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Group of Three Investors, Including Oracle (ORCL), Will Take Up ~50% Stake in TikTok U.S., Reports Reuters

By Bob Karr | September 30, 2025, 3:29 PM

Oracle Corporation (NYSE:ORCL) is one of the Best WallStreetBets Stocks to Invest In. On September 25 (updated as of September 26), Reuters reported that a group of three investors, including Oracle Corporation (NYSE:ORCL) and private-equity firm Silver Lake, will take up ~50% stake in TikTok U.S. Reuters, while quoting CNBC, noted that earlier Abu Dhabi-based MGX, Oracle Corporation (NYSE:ORCL) and Silver Lake were poised to be the main investors in TikTok U.S. with a combined 45% ownership. In a recent development, The Times of India reported that the US President signed an executive order declaring a proposed deal allowing TikTok to continue to operate in the US.

Group of Three Investors, Including Oracle (ORCL), Will Take Up ~50% Stake in TikTok U.S., Reports Reuters

Elsewhere, Oracle Corporation (NYSE:ORCL) announced Q1 2026 results, with total remaining performance obligations rising 359% YoY in both USD and constant currency to $455 billion. The company highlighted that it signed 4 multi-billion-dollar contracts with 3 different customers in Q1 2026. Oracle Corporation (NYSE:ORCL) expects Oracle Cloud Infrastructure revenue to increase 77% to $18 billion this fiscal year, and then to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent 4 years.

Columbia Threadneedle Investments, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

Software database company Oracle Corporation’s (NYSE:ORCL) quarterly results surprised to the upside, and the company ended the quarter by announcing a massive cloud deal that could generate up to $30 billion in annual revenue over the next few years. All in, shares re rated over 50% during the quarter. The company remains early in its accelerating growth inflection and is benefitting from a number of tailwinds across cloud, database and applications.

While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now

Disclosure: None. This article is originally published at Insider Monkey.

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