Date: 12/10/2025 1. Introduction As of December 10, 2025, Tesla Inc. (NASDAQ: TSLA) remains a company of intense focus and significant global relevance, transcending its origins as an electric vehicle (EV) manufacturer to become a pivotal player in artificial intelligence (AI), robotics, and sustainable energy solutions. Headquartered in Austin, Texas, Tesla’s multifaceted operations span the [...]
Menlo Park, CA – In a year that has reshaped the landscape of retail finance, Robinhood Markets (NASDAQ: HOOD) has emerged as a financial titan, experiencing a staggering stock surge of over 260% throughout 2025. This remarkable ascent, which saw its stock price reach an all-time high of $153.86 on
Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER)
fell 5.6% in the afternoon session after the company received a price target cut from Morgan Stanley and faced reports it was pulling back on incentives for electric vehicle drivers. Morgan Stanley lowered its price target on Uber's stock to $110 from $115, although it maintained its "Overweight" rating. Adding to the negative sentiment, reports indicated that the company discontinued its monthly EV bonuses for drivers as it scaled back some of its climate efforts. The move also occurred as the company dealt with what was described as mounting regulatory pressure in Europe.
Shares of online grocery delivery platform Instacart (NASDAQ:CART) fell 6.6% in the afternoon session after Amazon expanded its same-day grocery delivery service and a critical report surfaced about the company's pricing practices.
Shares of lifting and material handling equipment company Terex (NYSE:TEX)
jumped 2.6% in the afternoon session after Morgan Stanley upgraded the company's stock to "Overweight" from "Equal-Weight" and raised its price target.
Helmerich & Payne (NYSE: HP) has once again affirmed its commitment to shareholder returns by declaring its latest quarterly cash dividend. On December 9, 2025, the company's Board of Directors announced a cash dividend of $0.25 per share on its common stock. This dividend is scheduled to be paid on
Shares of pharmaceutical company Organon (NYSE:OGN)
fell 4.7% in the afternoon session after Barclays initiated coverage on the company with an 'Underweight' rating and a price target of $7.50. The new rating was issued by analyst Glen Santangelo. An 'Underweight' rating generally suggested that the analyst expected the stock to underperform compared to the average return of other stocks covered by the firm. The specific price target of $7.50 indicated a potential downside from where the stock had been trading, likely leading to investor concern about the company's outlook.
Shares of online grocery delivery platform Instacart (NASDAQ:CART) jumped 6% in the afternoon session after the company launched an embedded shopping and checkout app inside ChatGPT, making it the first grocery partner to offer such a feature. This integration allowed users to discover recipes, create grocery lists, and complete the entire checkout process without leaving the chat conversation. The new app connected ChatGPT's capabilities with Instacart's fulfillment and delivery network. According to a statement from Morgan Stanley, this move gave Instacart an early lead over competitors like Walmart and Amazon, neither of which had a similar grocery feature available on the AI platform. The announcement was consistent with the company's focus on growth through partnerships, as its CFO noted Instacart would continue to "lean into" collaborations.
Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER)
fell 3.4% in the afternoon session after the company faced mounting regulatory pressure in Europe and a price target reduction from Morgan Stanley. In Barcelona, around 1,500 taxi drivers blocked the city center to protest against Uber, supporting a proposed law that could nearly eliminate ride-hailing services by drastically cutting licenses. Similar opposition surfaced in other regions, with licensed drivers in the Cotswolds demanding a ban on the Uber app, and officials in Halifax, Canada, considering new rules to level the playing field with traditional taxis. Compounding the negative sentiment, Morgan Stanley lowered its price target on Uber's stock from $115 to $110, although it maintained its 'Overweight' rating.
Shares of investment banking firm Moelis & Company (NYSE:MC) jumped 4.5% in the afternoon session after a positive outlook from Morgan Stanley suggested that advisory firms, including Moelis, were poised for a comeback. The investment bank predicted that Moelis, alongside peers Jefferies and Houlihan Lokey, was set for a strong run as sponsor-led deal activity appeared ready for a rebound. An increase in such transactions would directly benefit advisory firms whose core business is to guide companies through these deals. The commentary pointed to a more favorable business environment for the sector.
Kevin Hassett’s push for deeper rate cuts comes as he emerges as the leading contender to replace Jerome Powell, with markets bracing for a more dovish Fed.
Shares of auto parts and accessories retailer AutoZone (NYSE:AZO)
fell 6.3% in the morning session after it reported fourth-quarter earnings and sales that fell short of Wall Street expectations. The company's earnings per share came in at $31.04, missing analyst forecasts of $32.40. While net sales grew 8.2% year-over-year to $4.63 billion, the figure was slightly below estimates of $4.65 billion. Furthermore, same-store sales, a key performance indicator for retailers, rose 4.7% year-on-year. The company's profitability also weakened, with its gross margin declining by 2 percentage points and its operating margin falling to 16.9% from 19.7% in the same quarter last year, contributing to lower-than-expected profits.
Shares of student loan provider Sallie Mae (NASDAQ:SLM) fell 16.4% in the morning session after multiple analysts downgraded the stock, citing concerns about a higher expense outlook. Morgan Stanley lowered its rating on the student loan company from 'Overweight' to 'Equalweight' and cut its price target. The change came after Sallie Mae presented a scenario that showed potentially higher-than-expected expenses in 2026 and 2027 as it prepared for new loan opportunities and potential government changes. Due to this outlook, Morgan Stanley reduced its earnings per share estimates for those years. Adding to the pressure, Compass Point also downgraded the stock more severely, from 'Buy' to 'Sell,' and significantly lowered its price target from $35.00 to $23.00.
As of December 9, 2025, the financial world is abuzz with a wave of bold predictions shaping the outlook for the stock market in 2026. Analysts and strategists are forecasting a pivotal year, characterized by a complex interplay of continued economic expansion, persistent yet moderating inflation, and a significant shift
December S&P 500 E-Mini futures (ESZ25) are trending up +0.07% this morning as investors gear up for the start of the Federal Reserve’s two-day policy meeting, while also awaiting the delayed reading on U.S. job openings.
When compared to the first quarter of 2021, Rocket Lab’s recent quarter reported a revenue surge of 750%, making the third quarter of this year its best one ever.
Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) fell 6.2% in the afternoon session after Morgan Stanley downgraded the stock and sharply cut its price target, citing a prolonged path to profitability and significant risks for shareholders.
Shares of medical technology company Inspire Medical Systems (NYSE:INSP)
jumped 4.5% in the morning session after Piper Sandler raised its price target on the company's stock to $165 from $135. The investment firm also maintained its positive "Overweight" rating. The decision was based on improved reimbursement news for the company, which makes technology to treat sleep apnea. The analyst noted that better insurance coverage should help drive more sales and lead to higher average selling prices for Inspire's products.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 1.6% in the morning session after Morgan Stanley raised its price target on the stock to $158 from $137. The firm kept its "Equal Weight" rating on the shares. This decision came as the analyst firm increased its forecast for the Wafer Fab Equipment (WFE) market, which is the machinery used to create computer chips. The firm's 2027 WFE forecast was lifted to $145 billion, marking a 13% increase from its prior projection. The stock's rise also occurred during a session that saw broad strength across the chip-making sector, providing a positive lift for the industry.
