Disney Falls Premarket; Cisco Systems Surges; Anthropic Commits $50B for US Data Centers
Nov 13, 2025
Walt Disney Co. faced a decline in shares due to disappointing Q4 results, highlighting challenges from big-budget films like Avatar. Meanwhile, Cisco Systems saw a surge in stock prices after raising its 2026 sales forecast, fueled by increasing AI demand. In a bold move, Anthropic announced a $50 billion investment in US AI data centers, despite concerns over electricity supply and infrastructure costs. The discussion navigated the implications of these financial shifts in the tech and entertainment sectors.
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Disney Faces Multi-Front Entertainment Pressure
Disney's entertainment unit is under pressure from streaming, films, and TV disruptions.
The company beat EPS but missed revenue and guided online-video margins below Wall Street hopes.
question_answer ANECDOTE
Examples: Avatar Timing And Park/Cruise Costs
Tom and Paul discuss Disney's film timing and theme-park investments as concrete examples of strategy pain points.
They cite Avatar's December release and multi-ship cruise spending as items weighing near-term earnings.
insights INSIGHT
Cisco Benefiting From AI Infrastructure Demand
Cisco raised its fiscal 2026 sales and earnings outlook, signaling stronger AI-driven demand.
The boost implies Cisco is capturing incremental AI spending by upgrading networking for data centers.
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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,
Stock Movers