The Rundown

• SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal

  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

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• The SpaceX IPO is Coming. Here's Why Elon Musk Can No Longer Resist (ft. Eric Berger)

  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.

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• Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

  Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog.We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition.Is Oracle building the future of AI, or becoming the poster child of the next bubble?

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• Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign

  Stock market update for December 12, 2025.

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• Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

  Market update for December 11, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expectationsDisney signs a $1B deal with OpenAIEli Lilly sees trial success with new weight-loss drug

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