

Oracle Higher on TikTok Talks; Hershey Double Upgrade; Webtoon-Disney
Sep 16, 2025
Oracle's stock surged amid speculation it could play a role in a U.S. TikTok deal, as high-level talks between U.S. and Chinese officials gain attention. Hershey's stock is rising thanks to a Goldman Sachs upgrade, highlighting its strong pricing power and market trends. In contrast, Dave & Buster's is struggling after reporting disappointing earnings that led to lowered analyst forecasts. Meanwhile, Webtoon saw a significant jump in stock value following news of its partnership with Disney to launch a new digital platform for its comics.
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Oracle Poised As TikTok Infrastructure Beneficiary
- Oracle shares jumped on reports it could provide AI infrastructure and support for a U.S.-controlled TikTok.
- The market is pricing potential benefit despite many unknowns about the U.S.-China TikTok framework.
Leadership Talks Could Define Winners
- Talks between U.S. and Chinese leaders may clarify TikTok's future and corporate winners like Oracle.
- Markets are reacting ahead of planned calls between President Trump and President Xi to confirm the framework.
Hershey Gains From Pricing Power And Tailwinds
- Goldman Sachs upgraded Hershey, citing improving market-share trends and easing cost pressures.
- Pricing power tied to iconic brands and announced price increases should boost FY26 growth.