Closing Bell: Oracle Pops on TikTok News, Ralph Lauren Falls, The New York Times Stock Down
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Sep 16, 2025
Oracle's stock soared as news broke of a potential acquisition of TikTok's US operations, with high-profile investors backing the move for a safer social media platform. Meanwhile, Ralph Lauren's shares tumbled as the company projected stagnant revenue growth. The New York Times faced stock declines, grappling with significant legal challenges. The episode also delves into interest rate predictions and their implications for investments, along with fluctuating stocks in the tech and pharma sectors, including Moderna and Tesla.
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Tentative TikTok US Deal Raises Big Questions
US investors including Oracle, Silver Lake and Andreessen Horowitz would control TikTok's U.S. business under a tentative deal.
That structure could preserve TikTok in the US but creates questions about ownership, algorithms, and user adoption.
insights INSIGHT
App Migration Could Boost Competitors
Forcing users to download a new app introduces major friction and benefits rivals like Meta and Alphabet.
Brad Stone warned that migration or downgraded experience could hand share to YouTube and Instagram Shorts.
insights INSIGHT
Oracle's Cloud Tie May Explain The Pop
Oracle's existing cloud relationship with TikTok may factor into its interest and the stock move.
Carol Massar linked that cloud tie to Oracle's 1.5% stock pop on the headline.
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Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
- Oracle (ORCL) shares rose today. TikTok’s American operations would be acquired by an investor consortium that includes Oracle Corp., Andreessen Horowitz and private equity firm Silver Lake Management LLC under a framework deal that US President Donald Trump is set to discuss with Chinese President Xi Jinping later this week. The tentative agreement, unveiled on Monday by senior US and Chinese officials after two days of talks in Madrid, would create a US-based version of the popular social media app with Oracle, Andreessen and Silver Lake all holding stakes in the new venture, according to people familiar with the matter. Under the deal, ByteDance Ltd.’s stake in TikTok would be reduced to below 20% to satisfy a US national security law passed in 2024 requiring the Beijing-based company to divest or face a ban in the American market. If completed, with the blessing of Trump and Xi, the transaction would allow the video-sharing platform to keep operating in the US and remove a sticking point in US-China relations.
- Ralph Lauren (RL) shares dropped today after the apparel company sees revenue growth remaining similar to recent rates over the next three years. The New York-based retailer is projecting sales to grow at a mid-single-digit percentage annually through fiscal 2028, according to a statement Tuesday. That’s roughly in-line with estimates from analysts compiled by Bloomberg. But it’s also slower growth than the company has posted in recent quarters.
- The New York Times (NYT) shares are down today. President Trump filed a $15 billion defamation suit against the Times and Penguin Random House LLC, accusing the paper of serving as a “mouthpiece” for the Democrats.
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