Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool
Market update for Thursday December 18, 2025
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode we discuss:
Oracle’s data center financing concerns
A cooler-than-expected CPI report
Netflix’s push into podcasts as YouTube lands the Oscars
Activist investor Elliott’s $1B stake in Lululemon
Micron surging on strong memory demand
Instacart drops on FTC scrutiny over dynamic pricing
Netflix bringing FIFA video game and big-money trivia
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.