U.S.-China TikTok Deal Is a Cash Flow Story for Oracle. Here's Why.
1. Oracle is set to be TikTok's cloud provider, owning 80% of U.S. operations. 2. The deal could generate $480-$800 million in annual cash flow for Oracle. 3. Oracle's stock surged 36%, with projected 77% revenue growth in cloud services. 4. Inevitably, Oracle will spend $35 billion on data center enhancements this fiscal year. 5. Oracle's cash cushion of $12 billion supports its aggressive AI investment strategy.