YouTube vs Netflix: viewing share

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