Oracle Fans Love the New TikTok Deal. But Does It Really Change the Bull Case for ORCL Stock?

Group 1: Oracle's Investment in TikTok - Oracle is set to be part of a group of investors acquiring the U.S. operations of TikTok for approximately $14 billion, partnering with Silver Lake and MGX [1][2] - Each investor, including Oracle, is expected to hold a 15% stake in TikTok, while ByteDance will retain a 20% minority ownership [2] - Oracle will be responsible for data security, U.S. user data hosting, and algorithm oversight to comply with U.S. national security requirements, pending approval from Chinese regulators [2] Group 2: Financial Performance - Oracle reported fiscal Q2 revenue of $16.1 billion, reflecting a 14% year-over-year increase, although it fell short of the $16.21 billion consensus estimate [5] - The cloud business generated nearly $8 billion in revenue, marking a 34% growth compared to the previous year [5] - Earnings per share (EPS) reached $2.26, a significant 54% increase year-over-year, surpassing the expected $1.64 [6] - Remaining performance obligations surged by 438% to $523 billion, indicating strong demand and revenue visibility for Oracle's services [7]