US-China Trade Relations & Geopolitics - The Chinese government's reaction to the TikTok deal has been muted, with state media quoting a professor stating the deal aligns with Chinese law, suggesting tacit approval [1][2] - The proposed TikTok deal, structured as a joint venture, may not include the algorithm, which is considered the most valuable asset, raising questions about its strategic significance [3][4] - China may be using the TikTok deal and soybean purchases as concessions to maintain a relationship with President Trump, potentially aiming to divide him from the broader US national security community [4][5][11][12][13] - The tariffs imposed by the US on China are expected to remain permanent, influencing the dynamics of trade negotiations and potentially prompting China to offer "gifts" to the US president [10] Technology Sector Impact - The Oracle shares are surging on the news [6] - The TikTok deal is viewed as a positive development for the technology sector, reinforcing the ongoing upgrade cycle and the importance of technology in modern life [7][8] - The agreement revives a trade that had soured for the last 10 days or so and it looks like we're back on track [8]

Financial Developments - The EU has committed €90 billion to Ukraine, but there is no agreement on utilizing frozen Russian assets for the loan [2] - Oracle's stock has seen a significant decline, losing nearly half its market value since the end of September, but analysts suggest a potential recovery for long-term investors [6] Company-Specific News - TikTok has signed an agreement to divest its U.S. entity to a joint venture controlled by American investors, valued at approximately $14 billion, expected to close in January [4] - The new venture will have a majority-American board and will store U.S. user data locally, with Oracle acting as the "trusted security partner" [5] - Oracle will also be responsible for retraining TikTok's content recommendation algorithm to prevent outside manipulation [5] Market Trends - Marijuana stocks experienced a sell-off following President Trump's rescheduling order [3] - FedEx reported positive earnings, while Nike is facing challenges [9] - The Bank of Japan has raised its benchmark rate to the highest level in 30 years [7]

The development is the latest in a saga that has played out over multiple administrations. ...

National Security & Data Control - The deal aims to address national security concerns by bringing TikTok's US user data to Oracle servers within the US [3][4] - The primary concern was China's access to user data and potential misuse, including tracking individuals in the US [3] - The agreement seeks to alleviate concerns about potential Chinese government influence on the content displayed to US users [7][10] Algorithm & Content - The core functionality and user experience of TikTok in the US are not expected to change significantly [5] - There might be subtle changes in content, potentially with less controversial or political content being shown to US users [6] - There is speculation about whether the Chinese government previously influenced the algorithm to promote specific content [8][9] - It's suggested that the algorithm will likely be optimized for user engagement, similar to platforms like Facebook and YouTube [9] - There's a possibility that the full extent of any past algorithm manipulation by the Chinese government may not be fully revealed [13][14] Oracle's Position - The deal is considered beneficial for Oracle, potentially improving its narrative in the AI sector [4]

Tik Tok reaching a deal to keep operating in the United States. That's according to a memo from the company's CEO. Tik Tok's US algorithm is going to be retrained on American user data.Joining us right now to discuss this, Doug Clinton, founder and CEO of Intelligent Alpha. Good morning to you. We've been waiting for this moment for quite some time.I think the big questions around this is how has this fundamentally changed uh the dynamic. Is it actually more secure. >> Yeah, Andrew, it's been 5 years in the ...

TikTok and ByteDance - TikTok's parent company, ByteDance, has signed binding agreements to establish a U.S. joint venture that will be majority-owned by American investors, involving partners such as Oracle, Silver Lake, and MGX [3] - The new U.S. joint venture will focus on U.S. data protection, algorithm security, content moderation, and software assurance, operating as an independent entity [4] Instacart - Instacart has reached a $60 million settlement with the U.S. Federal Trade Commission (FTC) over claims of deceptive consumer practices, including misleading advertising regarding free delivery services [5][6] - The settlement prohibits Instacart from making misrepresentations about delivery costs and requires clear disclosure of subscription terms, with the $60 million to be offered as refunds to consumers [7] Nike - Nike reported better-than-expected fiscal second quarter results, driven by strong wholesale and North America sales, which account for 40% of its total business [8] - Despite a profit of $0.53 per share, down 32% year-over-year but 16 cents above expectations, Nike faces challenges from tariffs and margin compression, leading to a gross margin decline of over 300 basis points to 40.6% [9][10]

来源：至顶网 在新的安排下，Oracle将负责监督数据保护工作。 Q&A 据Axios报道，TikTok已经签署协议，将其美国业务出售给一家由三个主要投资者组成的合资企业，这三方分别是：Oracle（甲骨文）、Silver Lake（银湖资本）和总部位于阿布扎比的MGX。 根据Axios获得的TikTok首席执行官周受资发送的内部备忘录，这项协议预计将于1月22日最终完成。 一旦交易完成，将为这场始于2020年特朗普第一任期的复杂进程画上句号。该事件在2024年升级为拜登签署的"出售或禁令"法案，随后又延续到 2025年，期间经历了多次执法延期，最终在特朗普第二届政府的推动下达成了出售框架。 根据同样获得周受资内部备忘录的《好莱坞报道者》透露，新成立的TikTok USDS合资有限责任公司将按以下方式构建运营： 交易达成后，TikTok的美国内容推荐算法将使用美国用户数据进行重新训练。周受资表示，这是为了"确保内容推送不受外部操纵"。 Q3：TikTok美国业务出售经历了怎样的过程？ A：这场交易始于2020年特朗普第一任期，在2024年升级为拜登签署的"出售或禁令"法案，随后延续到2025年，期间经历了多次 ...

出品 | 中国能源报（c n e n e rg y） 责编 | 李慧颖 来源：环球时报-环球网 End 欢迎分享给你的朋友！ 外交部：中方在Ti kTo k问题上的立场是一贯明确的。 据路透社等外媒报道，当地时间1 2月18日，Ti kTok首席执行官周受资发出内部信，更新 了Ti kTo k美国业务进展。内部信称，字节跳动、Ti kTok已与三家投资者签署协议，并将 成 立 一 家 名 为 "Ti kTok 美 国 数 据 安 全 合 资 有 限 责 任 公 司 （ Ti kTo k USDS J o i n t Ve nt ur e LLC）"的新的Ti kTo k美国合资公司。 在 1 2 月 19 日 举 行 的 中 国 外 交 部 例 行 记 者 会 上 ， 外 交 部 发 言 人 郭 嘉 昆 在 回 应 外 媒 记 者 关 于"中方是否批准该协议以及外交部对此有何评论"的提问时表示，具体问题建议向中方主 管部门进行询问。 中方在TikTok问题上的立场是一贯明确的 。 ...

Group 1 - TikTok CEO Zhou Shouzi announced the establishment of a joint venture in the U.S. named TikTok USDS Joint Venture LLC to handle data security and content review for American users [1] - TikTok in the U.S. will operate under two entities: a wholly-owned subsidiary by ByteDance for commercial operations and the new joint venture for data security and content moderation [1] - The joint venture will ensure compliance with U.S. laws regarding data and content security, and will retrain recommendation algorithms based on U.S. user data [1] Group 2 - ByteDance will hold 19.9% of the joint venture, making it the largest single shareholder, while existing investors like Sequoia Capital and others will hold approximately 30.1% [2] - New investors, including Oracle and Silver Lake, will collectively own 45% of the joint venture, with 5% of the shares remaining unspecified [2] - The agreement related to the joint venture is expected to be completed by January 22, 2026, after which the new company will take over data security operations in the U.S. [2]

TikTok’s long-delayed plan to separate from Chinese parent ByteDance Ltd. was put in motion Thursday when the video sharing sensation said it’s being bought by a group of buyers led by Oracle Corp. TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was “pleased to share some great news” and said agreements w ...