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

Group 1 - Oracle Corporation (NYSE:ORCL) and a group of investors, including Silver Lake, will acquire approximately 50% stake in TikTok U.S. [1][2] - The U.S. President signed an executive order allowing TikTok to continue operations in the U.S. [1] - Oracle's Q1 2026 results showed total remaining performance obligations increased by 359% year-over-year to $455 billion [2] - Oracle signed four multi-billion-dollar contracts with three different customers in Q1 2026 [2] - Oracle expects its Cloud Infrastructure revenue to rise by 77% to $18 billion this fiscal year, with projections of $32 billion, $73 billion, $114 billion, and $144 billion over the next four years [2] Group 2 - Columbia Threadneedle Investments noted Oracle's quarterly results exceeded expectations, with a significant cloud deal potentially generating up to $30 billion in annual revenue [3] - Oracle's shares increased over 50% during the quarter, indicating strong market performance [3] - The company is experiencing an accelerating growth phase, benefiting from trends in cloud, database, and applications [3]