Wall Street balances EV caution deal talk and a restless market

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Find out what happening right now and get all the pieces of the puzzle on important data activity before the major news sources break the story and see what are the trends
 

•  08 Dec 2025
 

•   CFLT  
   
  +0.50%
•   COIN  
   
  +1.88%
•   CRH  
   
  -2.10%
•   CVNA  
   
  +3.63%
•   FIX  
   
  -3.21%

$TSLA starts the day under a cloud of skepticism as a fresh downgrade from Morgan Stanley shapes the early mood. Analyst Andrew Percoco shifts his view from Overweight to Equal Weight and signals concern about a slower pace of EV adoption and the potential for a choppier year ahead. Even with a higher price target, the tone of the update weighs on confidence across the electric vehicle space and keeps traders cautious.

$LCID and $RIVN feel the pressure as the downgrade narrative spreads. The EV sector continues to show how sensitive it is to changes in sentiment and long-term expectations, and the market is once again reminded that this part of the market trades more on belief and momentum than on stability.

$NFLX moves with a different kind of buzz after Donald Trump remarks about the proposed Netflix Warner Bros Discovery acquisition possibly running into trouble. Investors interpret the comment as a sign that regulatory hurdles could alter the path of such a massive deal. $WBD reacts as antitrust concerns rise slightly back into view.

$CFLT becomes one of the focal points of the session following reports that IBM is in advanced talks to acquire the company in a multibillion-dollar transaction. The possibility of a near term deal shifts attention toward the data infrastructure theme and strengthens the sense that large tech players continue to look for strategic expansion. $IBM reacts with a steady tone as traders watch for official confirmation.

$CVNA $CRH and Comfort Systems $FIX all draw increased interest ahead of their scheduled inclusion in the S and P 500 later this month. Index changes often drive notable repositioning by funds and today the flows around these names become part of the broader market discussion.

$BTC remains firm and helps support crypto related equities.
$MSTR $COIN $HOOD benefit from the steadier backdrop after a period of intense volatility. Traders who follow this group closely welcome even brief stretches of calm.

$TOL approaches earnings and attracts early attention as investors wait for fresh insight into housing demand and pricing trends. With rates shifting and sentiment mixed the upcoming report serves as another anchor point for the week.

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