Group 1 - Oracle's stock rose over 6% following the confirmation of its involvement in a consortium to control TikTok's US operations [1] - The new joint venture will be based in the US, with American investors, including Oracle and Silver Lake, holding a majority stake, while ByteDance will retain less than 20% [2] - The venture will have access to TikTok's content recommendation algorithm, which will be inspected and retrained by Oracle using US user data [3] Group 2 - The US government plans to declare that the new TikTok agreement meets national security needs, with Trump supporting the deal [4] - The US government will not take equity or board seats in the new venture but may charge a fee for facilitating the deal [5] - Analysts view Oracle's involvement positively, as it expands its partnership with TikTok, which has contributed to 5% of Oracle Cloud Infrastructure's revenue in fiscal year 2025 [6]