The Rundown

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA cooler-than-expected CPI reportNetflix’s push into podcasts as YouTube lands the OscarsActivist investor Elliott’s $1B stake in LululemonMicron surging on strong memory demand Instacart drops on FTC scrutiny over dynamic pricingNetflix bringing FIFA video game and big-money trivia

Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Warner Bros. rejects Paramount bidOpenAI in talks with Amazon for $10B investmentDBV shares soar on peanut allergy drug trial winLennar shares fall on housing profit missWaymo hits $100 billion valuation

Market update for Tuesday, December 16, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.In today’s episode:Jobs data signals a cooling labor marketFord takes a $19.5B hit and resets its EV strategyPayPal applies to become a bankNasdaq pushing for 23hr trading

Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:Deep Dive: Oracle’s Big Gamble on AIInterview: Space Reporter Eric Berger about SpaceX IPO In today’s episode:Investors rotate out of big tech and into small capsNetflix lays out its case for acquiring Warner Bros amid antitrust scrutinySpaceX begins interviewing banks for a possible IPO in 2026Micron jumps after Mizuho raises its price target to $300iRobot files for Chapter 11 bankruptcyA look at the $4.5T merger-and-acquisition boom in 2025

Eric Berger, senior space editor at Ars Technica and author of Liftoff, joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk’s long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new business: data centers in space.