Why Oracle (ORCL) Stock Is Trading Up Today

What Happened?

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 3.4% in the afternoon session after the deal for a stake in TikTok's U.S. operations was officially confirmed. 

The confirmation came from an internal memo to employees from TikTok CEO Shou Chew. As a result of the deal, Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, collectively owned 45% of TikTok U.S. The total non-Chinese ownership in the new joint venture amounted to 80%, while the Chinese parent company ByteDance kept a 20% stake. The new business was established in compliance with a previous executive order.

After the initial pop the shares cooled down to $182.26, up 2.9% from previous close.

Is now the time to buy Oracle? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Oracle’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 4 days ago when the stock gained 3% on the news that reports of easing geopolitical tensions in Greenland boosted investor sentiment. 

The relief rally saw major indices, including the S&P 500 and the tech-heavy Nasdaq Composite, rebound as investors moved back into riskier assets. This positive shift was reflected across the technology landscape, with all of the Magnificent Seven tech firms seeing their shares climb. The easing of international friction reduced market uncertainty, which often encourages investment in growth-oriented sectors like technology. The move was part of a broader market upswing, with the Dow Jones Industrial Average adding 500 points, signaling increased investor confidence.

Oracle is down 6.9% since the beginning of the year, and at $182.26 per share, it is trading 44.5% below its 52-week high of $328.33 from September 2025. Investors who bought $1,000 worth of Oracle’s shares 5 years ago would now be looking at an investment worth $2,949.

While Wall Street chases Nvidia at all-time highs, an under-the-radar semiconductor supplier is dominating a critical AI component these giants can’t build without. Click here to access our full research report, it’s free.