Stock Movers Google Drops, Walt Disney Falls, Sealed Air Rises on Potential Bubble Wrap Acquisition
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Nov 13, 2025 This episode features Emily Graffio, a Bloomberg reporter known for her insights into market movements and company developments. She dives into Alphabet's troubles with the EU antitrust scrutiny, warning of a potential €9.5 billion fine. Disney faces a stock slump due to disappointing sales and costly film releases, predicting a $400 million earnings hit. Meanwhile, Sealed Air's shares soar amid rumors of a buyout by Clayton Dubilier & Rice, showcasing interesting shifts in market dynamics.
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EU Antitrust Risk For Google
- The EU opened an antitrust probe into Google for allegedly demoting some news results, risking billions in fines.
- Emily Graffio says the investigation could add up to €9.5 billion (~$11 billion) and hurt investor sentiment.
Disney Warns Of Film-Driven Earnings Hit
- Walt Disney missed revenue estimates and warned of heavy film-related expenses this quarter that will weigh on earnings.
- Emily Graffio says theatrical releases like Zootopia 2 and Avatar: Fire and Ash will cut earnings by about $400 million.
Bubble Wrap Maker Draws Buyout Interest
- Sealed Air shares jumped sharply after reports private equity firm Clayton, Dubilier & Rice is exploring an acquisition.
- Emily Graffio notes the stock rallied as much as 22%, the largest intraday rise since March 2020.