

Oracle Climbs, United Airlines Down
Sep 16, 2025
Oracle's shares are on the rise thanks to promising developments in TikTok negotiations, which could reshape its U.S. operations. The potential collaboration with a consortium of investors shines a light on the delicate U.S.-China tech relationship. Meanwhile, United Airlines faces a downturn, but its CEO suggests that increasing travel demand points to an economic rebound. The airline industry serves as a real-time barometer for national economic health, giving investors a glimmer of hope amidst challenges.
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Oracle Benefits From TikTok Negotiations
- News of a U.S. investor consortium poised to control TikTok eased uncertainty for Oracle investors.
- Oracle shares jumped on the report and recent strong earnings guidance, fueling an 83% run-up from the week of its results.
Diplomacy Eases Tech Deal Uncertainty
- Negotiation progress and a planned Trump–Xi call signaled a framework to keep TikTok running in the U.S. and lifted investor sentiment.
- The market reacted strongly even without full confirmation of how Oracle would be involved with TikTok's assets or algorithm.
Air Travel As A Real-Time Economic Gauge
- United Airlines' CEO Scott Kirby says rising travel bookings indicate the economy is stronger than some statistics imply.
- He argues airline demand is a timely, real-world indicator as people book travel into the fall and holidays.