On January 10, 2025, the U.S. Supreme Court heard arguments that could decide the fate of TikTok in the U.S. With the law requiring China-based ByteDance to sell TikTok’s U.S. operations or face a ban set to take effect on January 19, the potential ban has significant implications for competitors in the social media and tech sectors. Here’s how stocks like Meta Platforms (META), Snap (SNAP), and Oracle (ORCL) might be affected.

Meta and Other Competitors Could See a Boost

TikTok has become a major rival to Meta’s Facebook and Instagram, especially when it comes to capturing users’ screen time. Morgan Stanley analysts believe that if TikTok is banned, competitors like Meta and YouTube stand to gain significantly, as users will likely shift their attention to these platforms. Meta’s short-form video product, Reels, available on both Facebook and Instagram, would directly benefit from a TikTok exit.

Snapchat (SNAP) and other platforms like Reddit (RDDT) and Pinterest (PINS) could also see some of TikTok’s lost audience. Analysts project that TikTok’s advertising revenue in the U.S. could be redistributed, with Meta and YouTube absorbing a substantial portion of the $10.4 billion TikTok earned last year from U.S. advertisers.

Meta and Snap See Stock Gains

Following the Supreme Court’s hearing, Meta’s stock rose by 3% to $629.12, while Snap saw a 7% gain, reaching $12.96. Meanwhile, stocks like Reddit and Pinterest showed more modest movement, with Reddit dropping 1.7%, while Pinterest increased by 1%.

As the likelihood of a TikTok ban increases, analysts are revising their outlooks. Piper Sandler analysts, for instance, noted that the chances of a TikTok ban are growing, especially since the Supreme Court did not delay the ban in its recent hearings. This shift in sentiment could keep Meta and Snap stocks moving higher in the near term.

Potential Impact on Oracle Stock

Oracle (ORCL) also stands to be impacted by a TikTok ban. The tech giant provides cloud services to TikTok, and its partnership with the app has been lucrative. While the total value of the deal is undisclosed, estimates suggest TikTok could contribute between $480 million to $800 million annually to Oracle’s cloud division—about 5% of the segment’s sales.

Oracle has warned investors that a ban on TikTok could negatively affect revenue if the company can’t redeploy the cloud capacity it had set aside for TikTok. Despite a strong 2024 performance, Oracle’s stock has faced some challenges in 2025, dipping 2% this month after a 9% decline in December. A potential TikTok ban could weigh further on Oracle’s stock in the short term.

TikTok’s Future and Potential Buyers

Despite the looming threat of a ban, TikTok could still avoid shutdown by selling its U.S. operations. While ByteDance has shown resistance to selling, speculation around potential buyers remains active. Amazon (AMZN) and Walmart (WMT) have been suggested as potential acquirers. Walmart had previously tried to purchase a stake in TikTok in 2020, though the deal fell through.

Additionally, a group led by billionaire Frank McCourt, known as Project Liberty, has made an offer to ByteDance. This group, which includes investor Kevin O’Leary, has not revealed the value of its bid.

As the Supreme Court decision on TikTok’s future looms, stocks of companies like Meta, Snap, and Oracle are in the spotlight. Meta and Snap are likely to benefit from any shift in user engagement and advertising spend, while Oracle faces potential risks due to its partnership with TikTok. Investors will need to keep a close watch on how the legal situation evolves and what steps ByteDance may take to protect TikTok’s U.S. operations.

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