Oracle, Silver Lake, and Abu Dhabi's MGX will emerge as the lead investors in TikTok's US operations under a proposed restructuring of the short-video app, reported CNBC, citing sources. The deal is d... ...

交易进展 - 美国总统特朗普预计于周四签署行政命令 最终确定美国与TikTok中国领导层之间的协议[1] - 白宫表示预计将在未来几天与中国签署协议 多位特朗普支持亿万富翁可能参与包括Larry Ellison、Marc Andreessen和Lachlan Murdoch[1] - 美国财政部长Scott Bessent表示美中贸易谈判代表已就交易框架达成一致 将使TikTok转变为美国控制的 ownership[4] 交易结构 - 根据2024年4月国会批准的禁令 字节跳动必须剥离TikTok否则面临美国禁令 特朗普已多次延长截止日期[2] - TikTok美国实体的七席董事会中美国人将占据六席[5] - 甲骨文将主导TikTok数据与隐私管理 在美国设施存储数据以阻止中国访问[5] - 预计甲骨文、Silver Lake和阿布扎比投资公司MGX将成为三大主要股东 合计持股约45%[5] - 字节跳动现有美国投资者包括Susquehanna International、KKR和General Atlantic预计将持有股权 字节跳动保留约20%股份[5] - 特朗普暗示媒体大亨鲁珀特·默多克的继承人Lachlan Murdoch可能参与交易 并提及戴尔科技CEO Michael Dell也可能加入[5] 算法安排 - 字节跳动将复制TikTok推荐算法并租赁给美国实体[6] - 该算法将在甲骨文和美国政府监督下为美国用户复制[6] 公司估值与市场地位 - Wedbush证券分析师Dan Ives年初估计TikTok估值在400亿至500亿美元之间 但不包含字节跳动推荐算法[2] - 字节跳动在8月份自我估值超过3300亿美元[2] - TikTok是美国第三大受欢迎社交媒体应用 8月约有1.247亿用户 低于Facebook的1.373亿和YouTube的1.625亿[3] 中美政府立场 - 特朗普感谢中国国家主席习近平对TikTok交易的批准 表示在最近通话中在许多重要问题上取得进展[7] - 中国外交部在后续声明中未明确表示习近平是否批准交易 但指出中国政府尊重企业决策 欢迎遵循市场规则的商业谈判[7] - 习近平在通话中要求特朗普避免对中国实施单边贸易限制[7] - 白宫发言人表示特朗普政府对中国最终批准持有100%信心[7] 禁令背景 - 美国总统拜登去年签署TikTok禁令法律 基于两党对数据隐私和与中国政府关联的担忧[8] - 据报道TikTok曾监视记者 在应用上推广中国宣传 不当处理用户社会安全号码等个人信息 并追踪敏感词汇[8] - TikTok否认任何不当行为 声称与中国政府没有关联 并在诉讼中称禁令侵犯其第一修正案权利[8] - 最高法院于1月维持禁令 裁定该法律未侵犯应用的第一修正案权利 并支持联邦政府的国家安全关切[8]

Let's talk about that and these markets with two of our favorite people. Joe Mowgli is former CEO and chair of TDMIR trade. Also co-founder and executive adviser of FG Nexus.Paul Hickeyi is co-founder of Bespoke Investment Group on set. And I just found out both these guys went to the same high school. Go Rams.>> How bizarre is that. But anyway, welcome. Appreciate it, Joe.Thank you guys for coming in. Are you worried that this market is anything like 2000 to 2002. >> I'm not.And here's the reason why. I th ...

Rothschild and and company Redburn today they initiate Oracle with a sell rating. They say the target's 175. I'll read you a bit of their note again. Let's let's show the stock first again. Please let's do that because again their target's 175. The stock's at 300 more or less. Quote, "The market materially overestimates the value of Oracle's contracted cloud revenues. Our analysis suggests Oracle's 5-year Oracle Cloud Infrastructure revenue guide equates to roughly $60 billion in value, meaning the market i ...

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 ...

The U.S. stock market is experiencing a notable pullback on Thursday, September 25, 2025, with major indexes extending their losses for a third consecutive session. This downturn follows a period of robust performance and record highs earlier in the week, signaling a shift in investor sentiment driven by profit-taking, lingering concerns over equity valuations, and a re-evaluation of the Federal Reserve's monetary policy outlook. Afternoon trading activity reflects a cautious mood as market participants dig ...

A group of three investors, including Oracle and private-equity firm Silver Lake, will take a roughly 50% stake in TikTok U.S., a source familiar with the deal said on Thursday. ...

投资结构 - Oracle、Silver Lake及阿布扎比MGX将成为TikTok美国业务主要投资者 控制约45%股权 [1] - 字节跳动作为母公司保留19.9%股权 其余35%由字节跳动现有投资者持有 [1] - 字节跳动投资者General Atlantic、Susquehanna和Sequoia预计向新公司TikTok USA注资 [2] 交易进展 - 美国总统特朗普将于周四签署行政命令支持该交易方案 确保应用在美国持续运营 [1] - 该交易方案涉及股权重组 形成由多方投资者共同持股的新公司TikTok USA [1][2]

Key Takeaways Oracle Cloud revenues jumped 28% to $7.2B, with OCI up 55% to $3.3B in Q1 FY26.Oracle plans $35B CapEx in FY26 to add 37 multi-cloud data centers for AI demand.Record $455B backlog from AI contracts supports Oracle's five-year $144B OCI growth target.Oracle (ORCL) is making a bold bet on cloud expansion as the foundation of its long-term growth path. In the first quarter of fiscal 2026, Oracle Cloud Infrastructure (OCI) revenues climbed 55% year over year to $3.3 billion, lifting overall cloud ...

中国科技与汽车股表现 - 纳斯达克中国金龙指数由跌转涨 中概股普遍上涨 其中小鹏汽车涨超6% 蔚来涨超6% 理想汽车涨超2% 哔哩哔哩涨超3% 知乎 宝尊电商 小牛电动等涨逾1% [2][7][9] - 小鹏汽车与阿里云签署后量子安全技术合作协议 双方将在汽车安全算法领域进行联合研发和拓展合作 [7] - 哔哩哔哩新游戏《三国：百将牌》开启预约 10月将进行公开测试 国家新闻出版署发放156款游戏版号 为年内第三次单月超150个版号 [9] - 京东集团发布AI全景图 展示人工智能整体战略布局 未来三年将持续投入 目标形成万亿规模人工智能生态 [9] 甲骨文债券发行与股价波动 - 甲骨文股价跌超4% 公司向美国证监会提交文件 启动180亿美元投资级债券发行 [4] - 债券发行所得款项将用于一般公司用途 包括股票回购 偿还债务和收购 [4] - 甲骨文当前股价293.87美元 下跌14.59美元 跌幅4.73% 市值8351亿美元 市盈率67.1倍 市净率34.57倍 [5] 新能源汽车市场动态 - 欧盟8月新车注册量增长5.3% 达677,786辆 [6] - 特斯拉8月欧盟新车注册量下降近37% 市场份额降至1.2% [6] - 比亚迪8月欧盟新车注册量增长201% 市场份额增至1.3% 连续第二个月超越特斯拉 [6] 半导体行业与英特尔合作进展 - 费城半导体指数开盘走低 英特尔逆势上涨近3% [6] - 英特尔与苹果公司接洽寻求投资 双方讨论更紧密合作 会谈处于初期阶段 [6] - 英特尔近期获得多笔投资 包括英伟达50亿美元 美国政府89亿美元 软银集团20亿美元 总计159亿美元 [6] - 英伟达宣布以每股23.28美元价格收购英特尔普通股 投资金额50亿美元 [6] 锂业公司股价异动 - 美洲锂业涨超12% 前一交易日大涨逾95% [5] - 特朗普政府正与美洲锂业就政府贷款协议新条款进行谈判 并希望收购其部分股权 [5]