December 19, 2025
TikTok Overhaul & OpenAI Raise; ORCL, MU Lead Gains
TikTok
Ownership Restructuring: Signed agreements for a new US joint venture where ByteDance will hold a minority stake of 19.9%.
Key Partners: Oracle (ORCL) (15% holding), Silverlake, and MGX are major investors, with total new investors controlling approximately 45% of the entity.
Security & Algorithm: The algorithm will be licensed from ByteDance, but a separate code instance will be hosted on Oracle (ORCL) servers and retrained on US data to address national security concerns.
Timeline: While a presidential declaration was signed in September, the deal awaits approval from the Chinese government, with a closing date scheduled for January 22nd.
OpenAI
Valuation & Funding: Reports suggest a valuation as high as $830 billion; the company is in early talks to raise up to $100 billion for infrastructure and model development.
Education Sector: Aggressively targeting education with over 700,000 ChatGPT licenses sold to 35 public universities.
Competitive Outlook: Analysts suggest that in 2026, pure technical advantages may be challenged by vendors with better brand distribution and desktop presence.
Oracle (ORCL)
Stock Performance: Shares rose 7% following the TikTok news and reports of expanding data center infrastructure.
Infrastructure Projects: Currently developing a major data center project in Michigan.
TikTok Partnership: Taking a 15% stake in TikTok's US entity and securing US user data on its servers.
TikTok
Ownership Restructuring: Signed agreements for a new US joint venture where ByteDance will hold a minority stake of 19.9%.
Key Partners: Oracle (ORCL) (15% holding), Silverlake, and MGX are major investors, with total new investors controlling approximately 45% of the entity.
Security & Algorithm: The algorithm will be licensed from ByteDance, but a separate code instance will be hosted on Oracle (ORCL) servers and retrained on US data to address national security concerns.
Timeline: While a presidential declaration was signed in September, the deal awaits approval from the Chinese government, with a closing date scheduled for January 22nd.
OpenAI
Valuation & Funding: Reports suggest a valuation as high as $830 billion; the company is in early talks to raise up to $100 billion for infrastructure and model development.
Education Sector: Aggressively targeting education with over 700,000 ChatGPT licenses sold to 35 public universities.
Competitive Outlook: Analysts suggest that in 2026, pure technical advantages may be challenged by vendors with better brand distribution and desktop presence.
Oracle (ORCL)
Stock Performance: Shares rose 7% following the TikTok news and reports of expanding data center infrastructure.
Infrastructure Projects: Currently developing a major data center project in Michigan.
TikTok Partnership: Taking a 15% stake in TikTok's US entity and securing US user data on its servers.
Nvidia (NVDA)
Market Performance: Shares surged 3.74% on a recent Friday, leading a broader semiconductor rally.
Annual Performance: Identified as a top performer of 2025 and the Nasdaq 100 leader for the day with a 4% gain.
Microsoft (MSFT)
2025 Performance: Performance has largely matched the S&P 500.
Weekly Trends: Recorded gains over the most recent weekly period.
Meta (META)
2025 Performance: Performance has largely matched the S&P 500.
Weekly Trends: Recorded gains over the most recent weekly period.
Philanthropy: The Chan Zuckerberg Initiative has cut ties with the advocacy group FWD.us.
Tesla (TSLA)
Stock Performance: Recently broke to new record highs and recorded weekly gains.
Alphabet (GOOGL / GOOG)
Market Performance: A strong performer throughout 2025, though shares ended the most recent week slightly lower.
Broadcom (AVGO)
AI Infrastructure: Identified as a key beneficiary of the AI infrastructure trade, gaining 2% in a recent session.
Indices: Recently added to the new MAG 10 index by CIBO.
Weekly Performance: Despite long-term gains, saw a 5% decline during the most recent week.
Rivian (RIVN)
Price Target: Wedbush raised its price target to $25.
2026 Outlook: Viewed as a pivotal year driven by the R2 fleet and a projected low-cost SUV.
ChargePoint (CHPT)
Financials: Reported strong Q3 revenue and improving margins.
Strategic Pivot: Shifting focus to Europe for 2026 due to a more favorable regulatory environment for EV infrastructure compared to North America.
Trump Media (DJT)
Merger News: Shares extended gains following plans to merge with TAE Technologies, a nuclear energy startup.
Valuation: The deal is valued at over $6 billion.
Micron Technology (MU)
Earnings: Reported "blowout earnings" that lifted the semiconductor sector.
Stock Performance: Recorded a 10% weekly gain.
Other Notable Company Mentions
Cisco (CSCO): Reclaimed its historic year-2000 highs with a 2.5% rise.
Porsche (P911.DE): Launched the Taycan Cross Turismo ($116k–$170k) featuring "Active Ride" technology.
DraftKings (DKNG): Launching a new prediction market app in 38 states for sports and financial event trading.
Appian (APPN): CEO Matt Calkins predicts 2026 will focus on "Practical AI" and Small Language Models (SLMs).
Palantir (PLTR) & AMD (AMD): Both were added to the new MAG 10 index to reflect their impact on options market activity.
Apple (AAPL): Ended the most recent week slightly lower.
Disclaimer:
For informational purposes only; not investment advice. This content is generated by Agentic AI; we do not guarantee its accuracy or completeness. AI-generated information may contain errors or interpretative biases and should not be relied upon as the sole basis for investment decisions. Readers must possess appropriate risk tolerance and exercise independent judgment. We assume no liability for any investment outcomes resulting from reliance on this information.
