TikTok’s US deal puts Oracle in focus – Here’s where ETFs stand

TikTok’s US deal puts Oracle in focus – Here’s where ETFs stand

By Chandrima Sanyal
Publication Date: 2025-12-22 02:31:00

TikTok may well remain an uninvestable security, but its latest US survival strategy has implications for all public tech stocks and the US ETFs that track them.

The short video platform has reportedly signed binding agreements to form a new US-based joint venture with a group of American and global investors including Oracle Corp. (NYSE:ORCL), Silver Lake and Emirati investment firm MGX. That acquisition, scheduled to close on Jan. 22, will result in a change in ownership to significantly reduce ByteDance’s control and potentially address U.S. concerns about data security and foreign influence.

While TikTok itself remains private, the deal highlights the publicly traded companies that form its technological backbone, most notably Oracle.

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Under the new structure, Oracle will retain a 15% stake in the new TikTok US unit, effectively establishing itself as the dominant player in the TikTok business in the US. For investors…