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Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool

Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool

Published 2 months, 1 week ago
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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