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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks. Stay ahead of the curve with our comprehensive market coverage.
 

•  16 Dec 2025
 

•   AVGO  
   
  +0.13%
•   F  
   
  -1.37%
•   LEN  
   
  -0.91%
•   NOW  
   
  +0.04%
•   ROKU  
   
  +0.63%

$F Ford is choosing realism over ambition, and the market is listening. The company announced a clear strategic pivot toward hybrid vehicles while scaling back its electric-only exposure. The move comes with a heavy price tag, including roughly $19.5 billion in one-time write-downs and about $8.5 billion tied to its EV assets. Still, investors are focusing less on the accounting pain and more on the signal from management: adapt to demand and protect profitability.

$TSLA Tesla remains largely untouched by Ford shift, because the market no longer values Tesla as a traditional automaker. With a valuation near $1.5 trillion, the stock reflects expectations centered on autonomy, robotaxis, and long-term platform dominance. Recent sightings of autonomous robotaxis operating in Austin reinforce that focus. As the stock trades near record levels, investors are balancing belief in the vision against the risk that much of that future may already be priced in.

$PFE Pfizer is under pressure as attention moves from pandemic-era strength to post-COVID reality. The 2026 adjusted earnings outlook came in below expectations, raising concerns about growth momentum beyond 2025, which guidance was reaffirmed. The market reaction reflects unease about revenue stagnation and the challenge of replacing past cash flows with new drivers. Investors now want clarity on how Pfizer rebuilds sustainable growth, not reassurance about the past.

$GTLB GitLab is a reminder that even high-growth software names are not immune to fast-moving competition. Shares slipped after a downgrade citing weakening pricing power and rising threats from AI-based coding models. For investors, the concern is not demand today, but whether GitLab value proposition can hold as artificial intelligence reshapes how software is built and deployed.

$ROKU Roku moved higher after Morgan Stanley upgraded the stock and raised its outlook for revenue growth next year, along with a higher price target. The market welcomed the mix of more attractive valuation and improving expectations in smart TV platforms and digital advertising. For traders looking for sentiment shifts, Roku shows how quickly perception can change when growth and pricing finally align.

$NOW ServiceNow is attempting to stabilize after suffering its sharpest daily drop in nearly a year. The sell-off was driven by concerns over a potential large acquisition and a downgrade from analysts. The action suggests some buyers are stepping in, uncertainty around major strategic decisions continues to hang over the stock, keeping investors cautious.

$AVGO Broadcom is struggling to convince the market that AI-driven growth will be smooth and margin-friendly. Its latest quarterly results failed to ease concerns around the pace of AI chip demand and profitability. Recent gains appear more technical than fundamental, suggesting sentiment remains fragile until clearer visibility emerges.

$NAVN Navan is learning how unforgiving public markets can be. Less than two months after its Nasdaq debut, the stock is sharply lower despite reporting results that beat expectations. Revenue grew 29% year over year to $195 million, and adjusted earnings surprised positively. Still, the market is looking beyond the first report and questioning valuation, consistency, and long-term execution. The question is not what Navan did last quarter, but what it can prove next.

$LEN Lennar is on watch as investors await its fourth-quarter earnings after the close. With interest rates and housing demand still shaping the outlook, traders are looking to Lennar for signals on margins, order trends, and what lies ahead for U.S. homebuilders.

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