Wall Street has viewed Oracle Corporation (NYSE: ORCL) with a volatile mix of optimism and anxiety in recent weeks. The company’s aggressive spending on AI data centers has spooked some debt investors, leading to a sharp sell-off in late January following news of a bondholder lawsuit.
However, the regulatory approval of the TikTok U.S. divestiture serves as a massive stabilizing catalyst. A consortium led by Oracle, Silver Lake, and MGX is set to acquire a controlling interest in TikTok’s U.S. operations, fundamentally changing the narrative around the stock.
