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