Stock Movers Cisco Rises on Unified Edge, Disney Declines, Pfizer Battles for Metsera
Nov 3, 2025
Alexandra Semenova, a Bloomberg News equities reporter specializing in tech and market trends, breaks down the latest corporate news affecting the stock market. Cisco launches its Unified Edge, a game-changer for using AI in retail and healthcare. Meanwhile, Disney faces a distribution battle with YouTube TV, risking subscriber loss right before Election Day. Plus, Pfizer takes aim at Novo Nordisk with a lawsuit to safeguard its market position against competition from the obesity startup Metsera.
AI Snips
Chapters
Transcript
Episode notes
Cisco's Plug-And-Play AI Edge
- Cisco launched Unified Edge to let businesses run AI locally with a single rack combining compute, storage, networking, and security.
- The product supports customer choice of chips (NVIDIA or Intel) and remote management by centralized technicians.
Analysts See Multi-Year AI Tailwind
- UBS raised Cisco's price target, signaling expectations of a multi-year AI infrastructure growth cycle.
- Analysts see sustained AI-driven capital spending benefiting Cisco over several years.
Disney-YouTube TV Shutdown Before Election
- Disney asked YouTube to restore ABC ahead of Election Day amid a dispute over distribution fees that cut off channels for subscribers.
- YouTube offered some customers a $20 monthly credit while negotiations continue.