Oracle Pops 6% on TikTok Deal as Bitcoin Climbs Back Above $88K

Oracle jumped over 6% in premarket Friday, hitting around $190 after TikTok signed binding agreements for a new U.S. joint venture

Written by: Sophia Cruz • Friday, December 19, 2025 • 2 min read

• Last updated: Friday, December 19, 2025

Quick overview

Oracle's stock surged over 6% in premarket trading after TikTok announced a new U.S. joint venture with Oracle in a leading role.
The deal alleviated investor concerns about AI valuations and improved overall risk sentiment, boosting Bitcoin back above $88,000.
The U.S. joint venture will manage data for American users, with Oracle overseeing the algorithm and content moderation decisions.
This partnership solidifies Oracle's position as a key player in AI cloud and data security, attracting further investment interest.

Oracle jumped over 6% in premarket Friday, hitting around $190 after TikTok signed binding agreements for a new U.S. joint venture with Oracle taking a lead role. The deal calmed investor nerves about AI valuations after a shaky macro week.

Risk sentiment improved across the board. Bitcoin pushed back above $88,000. Nasdaq-100 futures gained about 0.5%. AI mining stocks also caught a bid, riding the wave of optimism around Oracle’s expanded role in data infrastructure.

TikTok inked the deal Wednesday with Oracle, Silver Lake, and MGX forming the consortium. Expected close date is January 22, according to an internal memo from CEO Shou Zi Chew. ByteDance remains involved but the U.S. operations will operate independently under American control.

Here’s how it works. The U.S. joint venture handles all data for American users. Oracle oversees the algorithm domestically. Content moderation decisions get made by the new U.S. entity. ByteDance still owns the underlying algorithm technology but American auditors have oversight. The algorithm gets retrained using only U.S. user data.

For Oracle, this cements its position as a critical AI cloud and data security provider. Larry Ellison’s company was already winning big in the AI infrastructure race. This deal adds another high-profile client with massive data processing needs and potentially hundreds of millions of American users.

The crypto market took the Oracle news as a positive macro signal. When major tech deals go through and AI stocks rally, risk appetite typically follows. Bitcoin spent most of the week stuck around $86,000. Oracle’s rally gave people reason to buy, pushing BTC back over $88,000.

AI mining stocks rose too. These outfits run data centers doing both crypto mining and AI compute work. Oracle going up meant more demand for infrastructure, which helps miners running dual-purpose facilities.

TikTok’s been stuck in regulatory hell forever. Congress passed legislation forcing a sale or ban back in 2024 under Biden. Trump extended the deadline multiple times through executive orders after taking office. TikTok actually went dark briefly in January 2025 before Trump issued another order keeping it running while negotiations continued.

MGX, the Abu Dhabi sovereign fund in the consortium, has been aggressively investing in AI infrastructure. They’re involved with BlackRock and Microsoft on data centers, partnered with Oracle and SoftBank on the Stargate Project, and even dropped $2 billion into Binance earlier this year using Trump’s family cryptocurrency USD1.

The deal structure addresses national security concerns that drove the forced sale. Chinese law gives Beijing access to data held by private companies. Moving U.S. operations under American control with Oracle handling security theoretically solves that problem, at least on paper.

Markets had been worried about an AI valuation bubble after several weeks of volatility. Oracle getting this deal done and reacting positively suggests investors still see growth ahead for infrastructure providers. That optimism spilled over into crypto and other risk assets Friday morning.

Can Bitcoin stay above $88,000? That takes more than one good tech deal. Fed’s still hawkish, macro picture’s messy, crypto has its own issues. For today though, the TikTok news gave bulls an excuse to buy after getting beat up lately.

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ABOUT THE AUTHOR See More

Sophia Cruz

Financial Writer - Asian & European Desks

Sophia is an experienced writer, reporter and newsdesk member, mostly on the financial sectors. For the past 5 years Sophia has covered a wide variety of topics such as the financial markets, economics, technology, fin-tech and trading. Sophia has been a part of the FX Leaders team since 2017 and works on producing valuable content and information for traders of all levels of experience.