The Rundown SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal
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Dec 15, 2025 The market is buzzing with small caps outperforming big tech as investors shift gears. Netflix defends its acquisition of Warner Bros amidst antitrust concerns, promising no studio closures. Exciting news for SpaceX as they interview banks for a potential $1.5 trillion IPO in 2026, driven by ambitions for space data centers. Meanwhile, Micron sees a stock rally following upgrades and tight memory supply. iRobot struggles with a Chapter 11 filing, and a $4.5 trillion merger-and-acquisition boom is reshaping the landscape.
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Rotation From Big Tech To Small Caps
- Investors rotated out of big tech into small caps after recent weakness in mega-cap stocks.
- The December Fed rate cut and lower borrowing costs helped smaller companies rally.
Prioritize This Week's Key Data
- Watch this week's macro calendar: November jobs Tuesday and CPI Thursday after the October gap from the shutdown.
- Use these prints to reassess positions because they are the freshest economic snapshot in weeks.
Netflix's Regulatory Playbook For WBD
- Netflix is publicly promising to preserve theatrical releases and avoid studio closures to ease regulatory and Hollywood concerns.
- The company frames YouTube as its biggest competitor to argue the acquisition won't harm competition in streaming.