Wall Street Closes Mixed as Tech and EV Stocks Face Pressure

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•  11 Dec 2025
 

•   AVGO  
   
  -0.34%
•   DIS  
   
  +0.65%
•   ESTC  
   
  -0.54%
•   NVDA  
   
  +0.02%
•   ORCL  
   
  -0.34%

$RIVN slipped 4.5% after Rivian unveiled a new independent processing chip, a paid advanced driving package, and lidar systems for its R2 models. While the technology highlights the ambitions in autonomous vehicles, concerns over high expenses and slow production continue to weigh on sentiment.

$DIS grabbed attention by announcing a $1 billion investment in OpenAI, bringing iconic characters like Mickey Mouse, Darth Vader, and Deadpool into AI-generated short-form content. The three-year licensing agreement not only positions Disney as a central OpenAI client but also hints at new AI-driven features for Disney+, signaling a bold push into digital content innovation.

$NVDA edged down 1.55% following Oracle ORCL earnings report, which fell short of revenue expectations despite strong bottom-line results. Oracle raised its capital expenditure guidance to $50 billion for fiscal 2026, a 43% increase over prior estimates. Traders worry that if Oracle hardware investments slow, chip demand from major customers like Nvidia could also soften, impacting growth expectations.

$ORCL plummeted 10.95% as investors digested the mixed signals around cloud computing and AI infrastructure demands, reflecting both concerns about high capital spending and the risk of a potential slowdown in enterprise hardware purchases.

$ESTC Morgan Stanley upgraded the stock to overweight, highlighting the potential value in U.S. spectrum markets. The firm ability to monetize spectrum assets more efficiently positions it as a rising player in telecommunications, attracting attention amid a broader tech rally.

$TSLA dropped as excitement builds around the anticipated SpaceX IPO. Analysts warn that direct exposure to SpaceX could shift some of the investment capital historically concentrated in Tesla, potentially reducing the “Elon premium” that has inflated Tesla valuation.

$SNPS slightly declined despite beating earnings and forward guidance, reflecting broader sector pressures and cautious sentiment in the semiconductor market.

$AVGO anticipates earnings today amid heightened expectations after a 78% year-to-date gain, as investors watch closely whether the company can continue its strong performance in the competitive AI chip space.

$OXFD fell sharply after lowering annual sales forecasts, highlighting how consumer caution is impacting apparel and retail stocks.

$GSS advanced after Gemini Space Station received licenses to operate crypto derivatives markets, positioning the company as a growing player in blockchain-based trading.

$PLNT soared over 34% after surpassing profitability expectations in Q3, with revenues of $81.3 million exceeding forecasts and placing the stock among the standout performers of the session.

$MSFT announced multi-billion-dollar investments in India and Canada, aiming to establish new data centers and cybersecurity hubs, underscoring its ambition to lead global AI infrastructure.

$TSLA also continues to make strides toward full self-driving capability, with improved safety and performance metrics positioning the company closer to a commercial robotaxi rollout, though regulatory approvals remain a key hurdle.

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