Ellison and his company are currently at the center of the TikTok dilemma, operating as a cloud infrastructure provider for ByteDance in the U.S.
Given its existing relationship with Tiktok, Oracle and is "directly invested in Tiktok's success in the region," Scotiabank's Schindler said.
Ellison had bid for Tiktok, along with Walmart, back in 2020 when Trump first pushed for a ban on the platform. Neither company responded to CNBC's request for comment.