Oracle’s stock rose after it secured a deal to manage TikTok’s U.S. algorithm under a Trump-era national security agreement.

Oracle's stock rose over 3% to $320 on September 22, 2025, after reports confirmed the company would manage TikTok’s algorithm for U.S. users under a deal involving the Trump administration, aiming to address national security concerns. The move follows earlier gains, including a 43% surge in September, pushing Oracle near a $1 trillion market cap. Oracle, already a major player in AI cloud infrastructure, will oversee TikTok’s U.S. data and algorithm access, with a consortium including Larry Ellison, Rupert Murdoch, Michael Dell, and Silver Lake reportedly involved. The U.S. government has required ByteDance to sell TikTok’s U.S. assets or face a ban, with the deadline extended under Trump. The development boosted market confidence in Oracle’s expanding role in critical technology infrastructure.