Stock Movers Sealed Air Rises, Cisco Jumps, Walt Disney Falls on Guidance
Nov 13, 2025
Bailey Lipschultz, a Bloomberg reporter specializing in market insights, dives into the recent market movements surrounding Sealed Air, Cisco, and Walt Disney. He discusses Sealed Air's impressive stock surge amid potential acquisition talks, signaling strong interest from Clayton Dubilier & Rice. Cisco’s stock rises after surpassing earnings expectations, driven by booming AI market demand. In contrast, Walt Disney faces challenges, missing revenue targets and lowering future guidance due to significant expenses linked to upcoming blockbuster releases.
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Takeover Buzz Re-rates Cash-Rich Industrials
- Sealed Air jumped ~18-20% after reports that Clayton, Dubilier & Rice is exploring a potential acquisition of the Bubble Wrap maker.
- The move shows how takeover chatter can sharply re-rate cash-generating industrials even without confirmed bids.
AI Demand Lifts Networking Hardware Stocks
- Cisco surged over 4% as AI-related networking gear drove revenue above expectations and pushed shares to levels last seen in 2000.
- The reaction highlights heavy investor interest in firms supplying AI data-center hardware.
The Romantic Origin Story Of Cisco
- Paul Sweeney recounts that Cisco was founded by two Stanford professors who ran cable under campus to exchange love notes.
- The founders later divorced, but their early technical romance led to a major networking company.