**Disney Partners with OpenAI for Video Creation**
Walt Disney announced a licensing deal with OpenAI on December 12, 2025, allowing users to create videos with 200 Disney characters through the Sora video app. This partnership may enhance Disney+ by enabling user-generated content, previously a strategy famously avoided by Disney to protect its intellectual property. The specifics of the licensing fees and revenue sharing remain unclear.
**Oracle’s Earnings Decline Following AI Investment**
Oracle reported a 10% stock decline on the same day as Disney’s announcement, marking a 41% decrease since its peak following a $300 billion deal with OpenAI. Despite a staggering $523 billion in remaining performance obligations, only 10% is expected in the next year. Investor concerns center around high operational costs, particularly as Oracle incurs debt to support AI initiatives.
