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TikTok deal looks like Oracle and the U.S. scored — but you can guess the real winner

1. Oracle and U.S. investors will control 80% of TikTok's U.S. operations. 2. Intellectual property of TikTok's algorithms remains with ByteDance, raising concerns. 3. China can control updates to TikTok's algorithms, risking U.S. dependence. 4. Oracle might struggle to gain timely updates due to Chinese oversight. 5. A less competitive TikTok could benefit U.S. users, especially teens.

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Why Bullish?

Oracle's involvement in TikTok could enhance growth despite shared control of IP. Historical examples show partnerships can boost stock value despite limitations.

How important is it?

The article discusses a significant control transition in a major partnership affecting Oracle's future. This creates a direct link to investor sentiment about Oracle's strategic direction.

Why Long Term?

The TikTok deal could shape Oracle's strategic positioning over time, impacting long-term valuation. Similar arrangements have historically panned out positively in technology sectors.

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