Google Drops, Walt Disney Falls, Sealed Air Rises on Potential Bubble Wrap Acquisition
On this episode of Stock Movers:- Google (GOOG) shares drop. This is after news that the company is under investigation by European Union antitrust watchdogs over concerns it unfairly demotes some news results in a probe that risks adding to its €9.5 billion ($11 billion) EU fines tally and worsening fraught relations with the Trump administration.- Walt Disney (DIS) shares fall after the company reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: Fire and Ash, which will reduce earnings by $400 million.- Sealed Air (SEE) shares rose the most intraday since March 2020, to trade as high as $44.27 as people with knowledge of the matter say Clayton Dubilier & Rice is exploring a potential acquisition of the Bubble Wrap maker.See omnystudio.com/listener for privacy information.
--------
4:09
--------
4:09
Sealed Air Rises, Cisco Jumps, Walt Disney Falls on Guidance
On this episode of Stock Movers:- Sealed Air (SEE) shares rose the most intraday since March 2020, to trade as high as $44.27 as people with knowledge of the matter say Clayton Dubilier & Rice is exploring a potential acquisition of the Bubble Wrap maker.- Cisco (CSCO) shares rose after the maker of networking equipment boosted its adjusted earnings per share guidance for the full year that beat the average analyst estimate as the firm captures more artificial intelligence spending. Analysts, however, note weakness in the company’s security and non-AI businesses. - Walt Disney (DIS) shares fall after the company reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: Fire and Ash, which will reduce earnings by $400 million.See omnystudio.com/listener for privacy information.
--------
4:04
--------
4:04
Disney Falls Premarket; Cisco Systems Surges; Anthropic Commits $50B for US Data Centers
On this episode of Stock Movers:- Shares of the Walt Disney Co. (DIS) fell ahead of the US market open after the company reported sales that fell short of Wall Street estimates and said a slate of big-budget films, including a new Avatar picture, will weigh on results for the first quarter of its new fiscal year. Revenue for the fourth quarter was little changed at $22.5 billion, Disney said Thursday, falling below the $22.8 billion average of analyst estimates compiled by Bloomberg. Earnings came to $1.11 a share in the period ended Sept. 27, excluding some items, beating estimates of $1.07. Disney’s entertainment division faces challenges early in the new fiscal year on three fronts: streaming, films and TV. The company predicts $375 million in operating income from online video in the first quarter. While that represents higher profit for the business, Wall Street was expecting more.- Shares of Cisco Systems (CSCO) soared in premarket after the network-equipment giant boosted its 2026 forecast, showing progress in its effort to capture more artificial intelligence spending. The company, the top maker of machines that run computer networks and the internet, now expects sales of as much as $61 billion in the fiscal year ending in July. That’s about $1 billion more than it previously expected and higher than Wall Street estimates. Cisco also increased its earnings forecast, which similarly topped analysts’ predictions. The outlook sparked fresh optimism that Cisco can benefit from booming AI spending. The San Jose, California-based company is updating chips and networking gear to better connect server racks and data centers in order to handle complicated AI tasks.- Anthropic PBC plans to spend $50 billion to build custom data centers for artificial intelligence work in several US locations, including Texas and New York, the latest expensive pledge for infrastructure to support the AI boom. The new sites, which Anthropic is developing with UK-based Fluidstack Ltd., will start coming online throughout 2026, the company said Wednesday in a statement. The project marks the first major data center build-out that the AI firm has taken on directly,See omnystudio.com/listener for privacy information.
--------
4:24
--------
4:24
Disney Edges Lower; Cisco Surges; Alibaba Rallies
On this episode of Stock Movers:- Shares of the Walt Disney Co. (DIS) edged lower in premarket trading after the company reported sales that fell short of Wall Street estimates and said a slate of big-budget films, including a new Avatar picture, will weigh on results for the first quarter of its new fiscal year. Revenue for the fourth quarter was little changed at $22.5 billion, Disney said Thursday, falling below the $22.8 billion average of analyst estimates compiled by Bloomberg. Earnings came to $1.11 a share in the period ended Sept. 27, excluding some items, beating estimates of $1.07. Disney’s entertainment division faces challenges early in the new fiscal year on three fronts: streaming, films and TV. The company predicts $375 million in operating income from online video in the first quarter. While that represents higher profit for the business, Wall Street was expecting more.- Shares of Cisco Systems (CSCO) soared ahead of the US market open after the network-equipment giant boosted its 2026 forecast, showing progress in its effort to capture more artificial intelligence spending. The company, the top maker of machines that run computer networks and the internet, now expects sales of as much as $61 billion in the fiscal year ending in July. That’s about $1 billion more than it previously expected and higher than Wall Street estimates. Cisco also increased its earnings forecast, which similarly topped analysts’ predictions. The outlook sparked fresh optimism that Cisco can benefit from booming AI spending. The San Jose, California-based company is updating chips and networking gear to better connect server racks and data centers in order to handle complicated AI tasks.- US listed shares of Alibaba (BABA) rallied in early trading after the Chinese tech giant announced it is preparing an overhaul of its main mobile AI app in coming months to help it more closely resemble OpenAI’s ChatGPT, a key step in a broader effort to catch rivals and eventually earn money off individual users. Alibaba plans to start by updating the existing “Tongyi” apps on iOS and Android and renaming them “Qwen,” after the company’s well-known AI model, people familiar with the matter said. It will then gradually add agentic-AI features to support shopping on platforms including the main Taobao marketplace in coming months, according to sources. The end goal is to try and make Qwen a fully functioning AI agent, the people said, a prime objective for the industry both in the US and China.See omnystudio.com/listener for privacy information.
--------
4:09
--------
4:09
Burberry Up, Wizz Air Jumps, Carrefour Climbs
On this episode of Stock Movers:- Burberry shares gain 4.8% after the UK trench coat maker reported retail comparable sales for its second quarter that beat analyst estimates, turning positive for the first time in two years- Wizz Air shares jump as much as 17%, the most since February, after the budget airline reported earnings ahead of expectations. The beat comes after the stock hit a record low last week, with analysts noting that expectations were low.- France’s billionaire Saadé family, who made their money in shipping and logistics, is a new anchor shareholder in supermarket chain Carrefour. Shares of Carrefour opened up 1.6% in early trading in Paris Thursday.See omnystudio.com/listener for privacy information.
Listen for five-minute conversations on today's biggest winners and losers in the stock market. Subscribe for analysis on the companies making news on Wall Street.
USA