Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool
Update: 2025-12-18
Description
Market update for Thursday December 18, 2025
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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
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