Disney just announced a massive multiyear partnership with OpenAI, including a billion-dollar investment and a licensing agreement giving Sora access to over 200 Disney, Pixar, Marvel, and Star Wars assets. Fans will soon be able to generate short videos using real Disney IP, with curated selections appearing on Disney+ starting in early 2026. Disney will also integrate ChatGPT and OpenAI APIs internally to support creative workflows and platform improvements.
CEO Bob Iger called generative AI the next evolution in entertainment, while OpenAI CEO Sam Altman praised Disney’s legacy as the gold standard of global storytelling.
This video breaks down the deal, the risks, the timing, and what it could mean for Disney stock going forward. Disney stock was trading around 110.37 dollars at the time of recording.
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