Group 1 - The new TikTok deal is valued at approximately $14 billion, which is considered a favorable opportunity for investors, although the final investment decisions will be made by them [2][5] - The deal ensures that an American entity and American investors will control TikTok's algorithm, addressing national security concerns while keeping the platform accessible [3] - There is uncertainty regarding whether the U.S. will take a revenue stream from the new TikTok U.S., with future announcements expected [4] Group 2 - The valuation of ByteDance, TikTok's parent company, was previously around $330 billion, indicating a significant difference in valuation compared to the new TikTok U.S. deal [5]

John, the president just signed an executive order attesting that the new Tik Tok deal that's being contemplated here does comply with US law and satisfies national security concerns. But as he was discussing the deal, we got a couple of new details about what's envisioned here, including a new total valuation that the vice president gave in the Oval Office just a short time ago. Take a listen.Uh the company will be valued around $14 billion. We actually think this is a good deal for investors, but ultimate ...

President Donald Trump on Thursday signed an executive order that allows TikTok's U.S. operations to be moved away from the social media app's China-based owner ByteDance. The deal will see TikTok's U.S. operations separated from ByteDance to comply with a law that bans social media platforms subject to control by adversarial foreign governments like China.A group led by software giant Oracle that includes private equity firm Silver Lake and UAE state-owned investment firm MGX will be the main investors in ...

Group 1 - Oracle is set to recreate and secure the U.S. version of TikTok's algorithm as part of a deal involving U.S. investors acquiring the platform from ByteDance [1][2] - The new ownership structure will allow U.S. investors to control TikTok's recommendation software, with Oracle retraining the algorithm from scratch [2][3] - U.S. user data will be stored in a secure cloud managed by Oracle, preventing access from foreign entities, including ByteDance [3][4] Group 2 - The deal involves a group of investors led by Oracle, Silver Lake, and Andreessen Horowitz, who will collectively hold approximately 80% of TikTok U.S. [4][5] - The U.S. government is expected to receive a multibillion-dollar fee for facilitating the transaction, raising concerns among legal and ethics experts [5][6] - The current plan differs from earlier proposals, as it maintains the existing app while restructuring the underlying infrastructure related to ownership, data, and algorithms [7]

Treasury Secretary Scott Bessant told us earlier this week that he's hopeful ahead of President Trump uh and President Xi's meeting today on Tik Tok's future in the US, but not everyone is sharing in that optimism. Joining us now, Congressman John Molinar is the chairman of the China uh Select Committee. And and Congressman, I was kind of saying it tongue and cheek that nuances is the word. It always is the word of the day.Um what is we we've always decided it was a big security concern and then we started ...

Core Insights - AvePoint has made history by becoming the first B2B SaaS stock listed on the Singapore Exchange (SGX) and the first company to achieve a dual listing on both Nasdaq and SGX, marking a significant milestone in global tech expansion [1][2]. Company Overview - AvePoint is a leader in data security, governance, and resilience, and its listing on SGX broadens its customer, partner, and investor base amid increasing demand for its data protection technology [3][4]. - The company has established its Asia Headquarters and International R&D Hub in Singapore since 2009, emphasizing its commitment to addressing global data protection challenges [4]. Market Position - The dual listing builds on AvePoint's Nasdaq debut in 2021, showcasing its trajectory of innovation and growth, and reflecting its global ambition [5]. - The dual listing was supported by a secondary share offering that was more than three times oversubscribed, indicating strong investor demand, particularly from long-only investors [6]. Strategic Vision - AvePoint positions itself as more than just a technology provider, branding its mission as "Beyond Secure," and aims to set industry benchmarks in data security, governance, and resilience [7].

Core Points - AvePoint has made history by becoming the first B2B SaaS stock listed on the Singapore Exchange (SGX) and the first company to achieve a dual listing on both Nasdaq and SGX [1][3][4] - The SGX listing is part of AvePoint's global expansion strategy, aimed at broadening its customer, partner, and investor base in response to increasing demand for data protection technology [2][3] - AvePoint's presence in Singapore, established in 2009, serves as its Asia Headquarters and International R&D Hub, driving innovation in data security, governance, and resilience [2][5] Company Performance - AvePoint's secondary offering of shares was more than three times oversubscribed, indicating strong investor interest, with shares priced at SGD 19.50 each [4] - The company has over 25,000 customers globally, relying on the AvePoint Confidence Platform for data management across various collaboration environments [5] Industry Context - The dual listing on SGX reflects AvePoint's strong track record in the Asia Pacific region and highlights Singapore's role as a key international hub for capital and innovation [3][4] - The listing is expected to enhance AvePoint's visibility and support its growth in the rapidly evolving technology landscape in Asia [2][3]

Core Viewpoint - The company is navigating the challenges posed by tariffs and regulatory scrutiny while striving to maintain competitiveness and customer trust in the market. Group 1: Tariffs and Costs - The company continues to incur significant costs due to tariffs imposed by the US government, which is viewed as a cost of doing business rather than an option to avoid [1] - Despite the additional costs from tariffs, the company believes it offers the best performing, highest quality, and most price competitive products, which helps retain a majority of its customers [2] - The uncertainty surrounding tariffs is a major concern for customers, impacting their purchasing decisions [3] Group 2: Competitive Strategies - The company is focused on remaining competitive by ensuring unmatched performance and service, while also addressing customer concerns through solutions [4] - A new factory is being established in Southeast Asia to facilitate global shipping of sensors, reducing reliance on Chinese manufacturing [4][5] - Compliance with global regulations, particularly regarding data security and privacy, is a priority for the company to maintain customer trust [5] Group 3: Customer Relations and Negotiations - The company engages in ongoing negotiations with customers regarding cost absorption and pricing strategies in light of new tariffs [6][7] - It is emphasized that the financial burden of tariffs is not solely on the company or the customers, but rather a shared challenge in the current business environment [8] Group 4: Legal and Reputational Issues - The company is appealing allegations of links to the Chinese military, asserting that there is no direct evidence supporting these claims [10] - The ongoing legal situation has not resulted in direct business losses, but it has affected the company's reputation, which is a significant concern [10][11] - Customers are supportive of the company's appeal process, recognizing the need for a fair trial [11]

Oracle is poised to play a key role in a new framework deal aimed at keeping TikTok operational in the United States, according to CBS report. The discussions between the US and China seek to address Washington's concerns about data security while allowing TikTok to continue serving its sizable American user base. ...

All right, I want to get right to your word of the day. It's circus. What What circus are you talking about? What's going on? Everything circus. I'm telling people, you got to just take a deep breath today. We got CPI. We've got the Oracle React still going. We've got the Gemini IPO coming up. We had CLA IPO yesterday. A lot's happening in this market. So, it is a circus. Be calm. Take a deep breath. Don't overreact. You know, CPI might come in a little hot, but it probably not the end of the world. All rig ...