We've got breaking news on Tik Tok. David Fabers's got the latest. David >> Melissa, thanks.Yeah, of course, we're awaiting the uh president's signing of that executive order. Filling in some blanks here in terms of what we can expect when we get that and some things related to of course what will be the creation of Tik Tok USA. Uh essentially, you take a look at shares of Oracle right now as well.First of all, as for the declaration or the EU uh EO, excuse me, that we're going to get from the president, it ...

Oracle, Silver Lake & Abu Dhabi's MGX will be main investors in TikTok's U.S. business, sources told CNBC's David Faber on Thursday. Those three entities will control roughly 45% of TikTok USA, Faber reported. ByteDance, TikTok's Chinese parent, will own 19.9%, with the remaining 35% in the hands of ByteDance investors. President Donald Trump will sign an executive order on Thursday backing the proposed deal that will keep the social media app running in the U.S.Backers of ByteDance, including General Atlan ...

Now, President Trump's expected to sign a long-awaited Tik Tok deal today, and that deal would facilitate the sale of Tik Tok from its China based owner, Bite Dance, and be put into a US ownership situation. Joining us now is NBC's business and data correspondent, Brian Chung, and Teddy Schlifer, a reporter for the New York Times, who covers billionaires, and he's also an MSNBC contributor. So, Brian, let's start with the details.We got a lot more info about how this is all going to work. What changes for U ...

Economic Indicators - US jobless claims decreased to 218,000 for the week ending Sept. 20, down from 232,000 previously, with continuing claims slightly falling to 1.92 million [2][15] - Q2 GDP growth rebounded at an annual rate of 3.8%, recovering from a 0.6% drop in Q1, surpassing the estimated 3.3% [15] Company Updates - Costco's quarterly earnings report is anticipated, with expectations of higher sales as consumers seek deals amid economic uncertainty [3][15] - Starbucks plans to cut 900 corporate jobs and close unprofitable stores as part of a turnaround strategy, with notifications to employees on Sept. 26 [5][15] - Starbucks CEO Brian Niccol stated that savings from job cuts will be reinvested into stores, including enhancements in customer service and new coffeehouse designs [6][15] - CarMax reported Q2 earnings of $0.64 EPS, missing the expected $1.03, and revenue of $6.59 billion, below the $7.05 billion estimate, leading to a 12% drop in shares premarket [7][15] Government and Market Impact - The White House has instructed federal agencies to prepare for permanent job cuts if a government shutdown occurs, targeting programs without legally required funding [9][15] - President Trump is planning to sign an agreement to separate TikTok's US operations from ByteDance, pending China's approval, which could involve a deal worth tens of billions [10][15] - Intel shares rose over 3% in premarket trading following reports of talks with Apple for an investment [11][15] Market Sentiment - Analysts suggest the stock market may be experiencing a new normal with high prices reflecting investor excitement but also risk, reminiscent of the dot-com era [12][15] - Despite concerns about overvalued stock prices, many investors remain optimistic, creating a tension between risk warnings and ongoing market enthusiasm [12][15]

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Thursday 25th September.Coming up on the show, struggling Intel seeks an investment from Apple. President Trump is expected to sign a deal for Tik Tok today. and we'll look at the stock that's up nearly 1,400% in the past 3 months.So, grab your coffee and let's own the morning. Well, the first thing you need to know is that Intel has approached Apple about securing investment in the ...

Ah, the financial markets. A bastion of calm, predictable logic, right? Not when Donald J. Trump is in the headlines. As the former (and potentially future) President continues his unique brand of policy pronouncements and social media soliloquies, investors are once again treated to a rollercoaster ride that would make even the most seasoned trader clutch their pearls. The latest entries in the Google Alert feed paint a vivid picture of a market attempting to digest a diet of tariffs, visa hikes, and geopo ...

I want to shift gears though because we're getting reports here in the US that President Trump could be signing a deal to facilitate the sale of Tik Tok as soon as tomorrow. What are you hearing on the China side. Well, on the China side, I think um I'd be curious to hear what the reaction is from the US national security uh community because it's very unclear to me as to whether or not bite dance or um the uh Chinese government would uh be completely out of this deal because unless bite dance is completely ...

Scott, White House press secretary Caroline Levitt confirms to me that there will be a signing at the White House tomorrow of this Tik Tok deal that's been in the works now uh for about a week. No details uh from Caroline Levit in terms of what's in the deal. NBC News separately has spoken to a senior White House official who offers some details of what it is exactly they're going to be signing tomorrow.Uh, one new item that hasn't been reported before, which is interesting. This coming from a senior White ...

Group 1: Company Overview - JD.com has established itself as a significant e-commerce player in China, despite not leading in flashy discount applications or live-stream shopping [2] - The company's stock has increased by 14% over the past year, compared to a 17% rise for the S&P 500, indicating a solid growth narrative supported by robust revenue trends and new business expansions [3] Group 2: Revenue Growth - JD.com's revenues have grown at an average annual rate of 8.2% over the past three years, with a 14% increase in the last twelve months, rising from RMB 1.1 trillion to RMB 1.3 trillion [5] - In Q2 2025, JD reported revenues of RMB 356.7 billion ($49.8 billion), marking a 22.4% year-over-year increase from RMB 291 billion, with general merchandise sales up by 16.4% and food delivery services nearly tripling with a 199% increase [5] Group 3: User Engagement and Logistics - JD's logistics framework now covers over 90% of China, enabling same- and next-day delivery, which enhances B2B relations [6] - There is a 40% year-over-year increase in quarterly active users and purchase frequency, indicating rising consumer involvement [6] Group 4: Profitability and Market Challenges - Despite strong revenue growth, JD's net income has decreased due to significant investments in food delivery and logistics, highlighting challenges in profitability [8] - The competitive landscape is intense, with major players like Alibaba, Pinduoduo, Meituan, and ByteDance vying for market share, alongside potential regulatory changes and macroeconomic pressures affecting retail expenditure [8][9]

Core Insights - Oracle has significantly benefited from the growing demand for cloud infrastructure, particularly in the AI sector, with its stock surging 97% year-to-date as of September 22, outpacing Nvidia's 27% gain [2][3] - The company's innovative GPU-as-a-service model addresses the critical supply-demand imbalance in high-performance computing, allowing it to rent out GPU access through its cloud platform [4][5] - Oracle's cloud infrastructure has attracted major clients, including OpenAI and ByteDance, due to its flexibility and cost-effectiveness compared to traditional hyperscaler solutions [6][7] Financial Performance - Oracle reported a record $455 billion in remaining performance obligations from its cloud infrastructure division, indicating strong future revenue potential [2] - The company's stock is currently trading at a forward price-to-earnings (P/E) multiple of 45, its highest level since the onset of the AI revolution, reflecting significant valuation expansion [9][11] Strategic Positioning - Oracle's strategy focuses on providing scalable and flexible infrastructure services, which helps enterprises reduce capital expenditures and accelerate time to production [6][7] - Despite the positive outlook, there are concerns regarding the substance of some of Oracle's major infrastructure deals, such as the reported $300 billion partnership with OpenAI, which raises questions about the actual revenue capture potential [12][13] Market Dynamics - The demand for AI infrastructure is a secular tailwind for Oracle, but the durability and monetization potential of its broader infrastructure opportunity remain uncertain [15] - The company's infrastructure investments are impacting free cash flow, leading to questions about when its cloud strategy will yield positive unit economics at scale [13][15]