ByteDance finalized a deal in January 2026 to divest TikTok's U.S. operations into a majority American-owned joint venture, TikTok USDS LLC, averting a nationwide ban under national security laws mandating separation from Chinese control. Oracle, Silver Lake, and MGX each secured 15% stakes—totaling 45%—with ByteDance capped at 19.9%, following competitive bids from Microsoft, Amazon, Frank McCourt's Project Liberty, and others amid repeated deadline extensions by President Trump. This regulatory resolution, valued at around $14 billion, reflects trader consensus on structured compliance over outright acquisition. No major developments have emerged in the past 30 days, with attention now on JV integration, data localization, and platform stability for its 170 million U.S. users.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · ActualizadoMarket reacts negatively to doubts about AppLovin's ability to compete in social media and advertising, leading to
AppLovin drops to 1%6%
Investor skepticism about AppLovin's new social platform and competitive challenges caused a significant
AdExchanger reports Walmart’s post‑acquisition integration with Vizio, shifting focus away from TikTok
Walmart drops to 2%7%
Coverage of Walmart’s integration of Vizio’s streaming platform suggested the company’s strategic attention had moved beyond TikTok, leading to the final
Verified TikTok account with @elonmusk handle posts first video, sparking speculation about Musk’s interest in TikTok, but no official acquisition deal is announced by Musk or
Elon Musk / X (Twitter) rises to 4%1%
Verified TikTok account with @elonmusk handle posts first video, sparking speculation about Musk’s interest in TikTok, but no official acquisition deal is announced by Musk or TikTok
Amazon’s board releases minutes confirming it has no ownership or voting rights in the TikTok US joint venture, leading to a modest
Amazon drops to 5%7%
Amazon’s board releases minutes confirming it has no ownership or voting rights in the TikTok US joint venture, leading to a modest
Sharp drop back to 10% after market correction and absence of any Meta-related acquisition news
Meta plunges to 10%20%
The correction reflected market realization that Meta was not acquiring TikTok.
Market reacts to renewed speculation or news about Microsoft’s potential involvement or interest in TikTok acquisition talks, causing a temporary
Microsoft surges to 23%20%
Market reacts to renewed speculation or news about Microsoft’s potential involvement or interest in TikTok acquisition talks, causing a temporary
Mashable publishes “Everything we know about the TikTok deal so far,” confirming Walmart’s continued ownership stake
Walmart plunges to 9%17%
The comprehensive recap reiterated Walmart’s equity share, but also highlighted regulatory hurdles, prompting a modest pull‑back after the March peak.
Market spike to 30% likely driven by rumors or speculation about Meta's potential interest or moves related to TikTok acquisition, but no official news confirmed
Meta surges to 30%26%
This spike was not supported by credible news; no official announcements indicated Meta's acquisition.
Senate Intelligence Committee questions White House about TikTok investors paying $10 billion to U.S.
Elon Musk / X (Twitter) rises to 5%1%
Treasury as part of the Trump administration-brokered sale, highlighting ongoing political and financial complexities around TikTok’s U.S. ownership
A leaked internal Amazon document shows the company is negotiating a data‑sharing agreement with the TikTok joint venture, reigniting speculation and lifting the
Amazon jumps to 12%8%
A leaked internal Amazon document shows the company is negotiating a data‑sharing agreement with the TikTok joint venture, reigniting speculation and lifting the
Bloomberg reports AppLovin preparing to build a social networking platform following failed TikTok acquisition
The report confirmed AppLovin's strategic shift, maintaining moderate market interest.
Northeastern University notes the joint‑venture’s launch in January, emphasizing Walmart’s role
Walmart rises to 26%2%
Academic coverage of the January joint‑venture underscored Walmart’s involvement, sustaining the upward momentum into late February.
Amazon announces it will not pursue any further equity in the TikTok joint venture, citing focus on its own e‑commerce growth, causing the
Amazon plunges to 3%43%
Amazon announces it will not pursue any further equity in the TikTok joint venture, citing focus on its own e‑commerce growth, causing the
TikTok signs a deal to spin off its U.S.
Elon Musk / X (Twitter) dips to 4%1%
operations to a consortium of American investors including Oracle and others, with no official involvement of Elon Musk announced; the joint venture TikTok USDS is formed
Moneycontrol details the formation of TikTok USDS Joint Venture LLC, confirming Walmart’s participation
Walmart jumps to 24%7%
A parallel report highlighted Walmart’s equity position in the newly created joint‑venture, reinforcing trader belief and driving the
TikTok US joint venture formally established with majority American ownership; deal closes with Oracle, Silver Lake, and MGX as primary investors
Meta drops to 4%7%
The deal closure confirmed no Meta involvement, causing Meta's
Washington Post confirms TikTok’s U.S. spinoff is finalized, citing Walmart as a member of the acquiring consortium
Walmart jumps to 17%14%
The official announcement that the U.S. spinoff had closed and that Walmart held a stake triggered the market’s biggest jump, pushing the
TikTok USDS Joint Venture LLC officially formed;
Amazon surges to 46%37%
the filing lists Amazon as a “non‑controlling investor” holding a 5% stake, driving the
AppLovin executive Giovanni Ge announces plans to build a new social networking platform after failed TikTok bid
AppLovin jumps to 10%8%
This pivot to developing its own social platform was seen as a new growth opportunity, briefly boosting the
Bloomberg cites an internal Amazon memo indicating the retailer is evaluating a “strategic partnership” with the TikTok joint‑venture, sparking a rebound in the Amazon‑Yes
Amazon jumps to 9%8%
Bloomberg cites an internal Amazon memo indicating the retailer is evaluating a “strategic partnership” with the TikTok joint‑venture, sparking a rebound in the Amazon‑Yes
Amazon’s CFO publicly states the company is “not part of any formal bid” for TikTok’s U.S.
Amazon drops to 1%12%
assets, prompting a sharp decline in the Amazon‑Yes
Official announcement of TikTok deal involving Larry Ellison and other investors, excluding AppLovin
AppLovin plunges to 9%35%
The confirmation that TikTok's U.S. operations would be acquired by a consortium led by Larry Ellison and others, not AppLovin, caused a steep
TikTok signs binding deal to cede control of US operations to American investor group led by Oracle, Silver Lake, and MGX, ending years-long saga
Meta rises to 5%2%
The official signing confirmed the consortium deal, further reducing chances of Meta acquiring TikTok.
Reuters reports that the investor group led by Oracle, Silver Lake, and Abu Dhabi’s MGX also includes “interest from Amazon” as a potential minority partner
Amazon jumps to 13%10%
Reuters reports that the investor group led by Oracle, Silver Lake, and Abu Dhabi’s MGX also includes “interest from Amazon” as a potential minority partner
TikTok signs agreements with a consortium of investors led by Oracle and Silver Lake for the U.S.
Microsoft rises to 7%1%
unit sale, with no Microsoft involvement announced, signaling Microsoft’s bid did not succeed
Reports confirm the deal values TikTok U.S.
Microsoft dips to 4%3%
at around $14 billion, with Oracle-led investors controlling 45%, ByteDance retaining a minority stake, and Microsoft absent from the consortium
Yahoo Finance notes a December 2025 partial divestment deal that still lists Walmart as a potential investor
Walmart rises to 3%1%
Even though the deal was “partial,” the article mentioned Walmart among the investor pool, nudging the
Market reacts to uncertainty as TikTok deal negotiations continue; AppLovin's
AppLovin surges to 44%39%
Heightened speculation about TikTok's U.S. deal and AppLovin's role caused a sharp
Datacenter Dynamics says Walmart is not involved in the latest White‑House TikTok talks
Walmart dips to 2%4%
NPR‑cited officials confirmed Walmart’s absence from the newest negotiation round, leading to a sharp decline in the market’s confidence in a Walmart deal.
41NBC reports Walmart is in talks to acquire AI‑startup R&A Data, sparking speculation on a broader TikTok strategy
Walmart jumps to 6%5%
The report tied Walmart’s AI‑acquisition talks to its interest in TikTok’s data‑security concerns, causing a short‑term
Chatham House reports concerns about U.S.
control over TikTok and mentions Musk’s platform X as a potential operator of TikTok’s U.S. operations, but no deal confirmed; ongoing U.S.-China trade talks continue
President Trump signs executive order approving sale of TikTok US operations to American investors including Oracle, Silver Lake, and MGX
Meta rises to 4%1%
The executive order formalized the sale framework, slightly stabilizing Meta's
TechCrunch notes Trump administration’s forced sale list includes Walmart
Walmart dips to 1%1%
A TechCrunch briefing listed Walmart among the “leading contenders” after the administration moved to force a TikTok divestiture, giving the outcome a modest boost in perceived likelihood.
AppLovin added to the S&P 500 index
AppLovin rises to 5%1%
Inclusion in the S&P 500 index increased investor confidence and visibility, slightly supporting the
AppLovin CEO Adam Foroughi states proposal to merge with TikTok global outside China, enhancing existing deals with Oracle and investors
AppLovin dips to 4%2%
This statement highlighted AppLovin's ambition to acquire a larger share of TikTok's global operations, briefly boosting market speculation.
Trump confirms multiple big companies, including Microsoft, are interested in buying TikTok's U.S. operations amid ongoing talks
Microsoft rises to 6%2%
Trump confirms multiple big companies, including Microsoft, are interested in buying TikTok's U.S. operations amid ongoing talks
TikTok’s U.S. operations sale framework announced, listing Amazon among a “short list” of U.S.
Amazon dips to 8%3%
investors considered for the deal
US and China reach framework agreement for TikTok US operations to be majority American-owned, announced by President Trump, extending divestiture deadline and paving way for US investor consortium including Oracle
Meta drops to 3%7%
This official announcement clarified the US TikTok sale would be to a consortium led by Oracle, not Meta, causing a sharp drop in Meta's acquisition probability.
President Trump announces a deal framework allowing TikTok to continue U.S.
Microsoft dips to 4%2%
operations with 80% American ownership, extending the divestiture deadline; Microsoft remains a contender but no exclusive deal
U.S. Treasury Secretary Scott Bessent announces a framework deal with China on TikTok's U.S.
Elon Musk / X (Twitter) drops to 5%6%
operations, with multiple bidders including Elon Musk among others, but no official agreement with Musk is confirmed
Walmart and Oracle near a joint $60 % stake purchase of TikTok’s U.S. operations
Walmart dips to 2%3%
The Guardian reported that Walmart and Oracle were in advanced negotiations to acquire a combined 60 % of TikTok US, reviving earlier speculation and prompting the market’s first sharp drop as traders reassessed odds.
U.S. and China reportedly reach a framework agreement to keep TikTok operating in the U.S.
Microsoft drops to 6%5%
under a new American-controlled ownership structure, with Microsoft among potential bidders
AppLovin confirms intent to acquire TikTok's U.S. operations outside China amid U.S. government pressure on ByteDance to divest or face ban
AppLovin dips to 4%2%
AppLovin publicly announced its bid to acquire TikTok's U.S. subsidiary, signaling serious interest in entering the social media space and driving initial market attention.
Former President Donald Trump publicly states Microsoft is in talks to acquire TikTok and expresses desire for a bidding war over the app
Microsoft drops to 5%6%
Former President Donald Trump publicly states Microsoft is in talks to acquire TikTok and expresses desire for a bidding war over the app
Cuidado con los enlaces externos.
Cuidado con los enlaces externos.
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