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Speaker 1: Bloomberg Audio Studios, podcasts, radio News.

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg data.

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Speaker 1: Let's take a look at some of the stocks on

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Speaker 1: the move today. I'm Paul Sween alongside Scarlet Fu. We're

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Speaker 1: joined by Bloomberg Bailey Billy. What are you looking at?

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Speaker 1: I want to start with outperformer this morning, Sealed Air ticker. See,

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Speaker 1: most people say, what the heck to seal there?

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Speaker 2: Do? Well?

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Speaker 1: They seel air. They invented bubble wrap. So this is

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Speaker 1: a Stockubley bubble wrap company and they cel air. Right. Yes,

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Speaker 1: you know, at least they're upfront with what they do, right.

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Speaker 1: I didn't know that, So I learned something exactly. See.

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Speaker 1: I'm here to teach Paul as much as I can,

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Speaker 1: sowing knowledge. Stock right now of eighteen percent had jumped

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Speaker 1: as much as twenty percent in best day since March

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Speaker 1: twenty twenty. This comes after Bloomberg News and others reporting

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Speaker 1: that CD and R exploring potential acquisition to the company

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Speaker 1: unclear if they could pursue a breakup. That's according to

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Speaker 1: people familiar. Stock has rallied so far this year before

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Speaker 1: this was up about seven and a half percent year

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Speaker 1: to day before today's move higher, company traces Throot's back

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Speaker 1: to nineteen fifty seven. You know, net earnings positive, So

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Speaker 1: interesting move pe leaning into industrials. I don't know if

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Speaker 1: we want to call them industrials, but industrials materials companies

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Speaker 1: that are actually spinning off cash. So big move today

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Speaker 1: and sealed Air very good and okay. Number two on

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Speaker 1: your list is Cisco. Cisco number two on my list,

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Speaker 1: Number two on the S and P five hundred ticker

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Speaker 1: CSCO right now up four point four percent, trading at

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Speaker 1: the highest level since March two thousand. So been a

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Speaker 1: bit a bit of time I was alive, I will

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Speaker 1: say back in two thousand. This comes after better than

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Speaker 1: expected financials AIAIAI looking at first quarter networking revenue, bringing

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Speaker 1: in the most most revenue for the company, including those

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Speaker 1: the gear that it produces for AI data centers, above

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Speaker 1: expectation seven point seven seven billion. Wall Street was closer

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Speaker 1: to seven and a half billion strong financial forecast, so

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Speaker 1: really continuing to see pretty much anything that either makes

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Speaker 1: components for data centers or benefits on the back of

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Speaker 1: that rallying in this tape again. Cisco right now at

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Speaker 1: more than four percent on the last twelve months. We're

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Speaker 1: talking about a stock up about thirty percent.

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Speaker 3: And does Bailey know how Cisco was founded?

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Speaker 1: Oh?

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Speaker 3: Boy, here we go. I do not, you don't. Two

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Speaker 3: Stanford professors who were in love with each other wanted

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Speaker 3: to send lovey notes to each other over their computers.

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Speaker 3: So they get into the sewer at Stanford University and

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Speaker 3: they run the cable from one end to the other

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Speaker 3: where you know, mister professor and missus professor were working,

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Speaker 3: and that's what it was. They later got divorced, but

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Speaker 3: that's that's how they the company. That's yes, there you go.

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Speaker 1: You can use history lesson exactly. We can start every

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Speaker 1: earnings call by recounting that story. Hey, can you tell

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Speaker 1: Mickey Mouse what's going on there? How is Walt Disney founded?

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Speaker 1: You covered it for some time. Walt Disney ticker DS

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Speaker 1: right now down about eight percent, worst performing the S

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Speaker 1: and P five hundred. This comes after earnings underwhelming forecasts,

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Speaker 1: missing on revenue, talking about expenses for their film studio,

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Speaker 1: weigh on the fourth quarter Bloomberg Intelligence basically saying that

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Speaker 1: guidance is going to be underwhelming given no major changes

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Speaker 1: to their prior forecast. I personally, unlike John Tucker, am

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Speaker 1: very excited to see Avatar. I'm going to see it

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Speaker 1: in four D and probably spend forty five dollars on

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Speaker 1: the seat, but it'll be worth the three hours. There

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Speaker 1: you go.

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Speaker 3: What's it called Avatar two or the third one?

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Speaker 1: I don't know what it's called. It's been in production

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Speaker 1: probably for twenty years at this point.

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Speaker 2: The Stock Movers report from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

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