Oracle(US:ORCL) Yahoo Finance·2025-09-23 15:55Group 1 - Oracle's stock fell 5% as investors reassess their enthusiasm for the company, which has been linked to artificial intelligence through its partnership with OpenAI [1] - Recent rumors suggest that Oracle is involved in a deal to acquire TikTok's U.S. operations, alongside other investors like Silver Lake Partners and billionaires Rupert Murdoch and Michael Dell [3][4] - The structure of the deal indicates that Oracle may only receive a license to use TikTok's algorithm rather than full ownership, raising concerns about the value of the investment [5][6] Group 2 - Investors are cautious because if Oracle only obtains a black box version of TikTok's algorithm without access to the source code, it may not justify the current high valuation of 75 times earnings [6][7] - The ongoing discussions about the TikTok deal highlight the importance of data control and algorithm access for Oracle's potential success in this venture [5][8]