Stock Movers Instacart Drops, Lululemon Rises, Micron Jumps on Upbeat Forecast
Dec 18, 2025
Instacart faces scrutiny as the FTC investigates its AI pricing strategies, causing shares to drop. Meanwhile, Lululemon sees a boost thanks to activist investor Elliott Management, who has acquired a stake over $1 billion. On a positive note, Micron's shares surge after a promising forecast, driven by high demand and supply shortages in the chip market. Exciting movements in the market abound!
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Regulator Probes Instacart AI Pricing
- The FTC opened a civil investigative demand into Instacart over an AI pricing tool that reportedly raised some shoppers' prices by as much as 23%.
- Alexandra Seminova notes the probe centers on pricing practices and Instacart disputes the characterization of those reports.
Activist Stake Shakes Up Lululemon
- Elliott Management built a stake exceeding $1 billion in Lululemon and has been working with retail executive Jane Nielsen.
- Alex D links the activist move to the company's recent CEO departure and need for a turnaround after a 46% YTD drop.
Micron Benefits From AI-Driven Shortages
- Micron surged after forecasting much higher revenue than analysts expected, citing surging AI demand and supply shortages.
- Executives described the demand-supply gap as the largest they've seen in 25 years, boosting pricing power.