Brew Markets Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap
Dec 11, 2025
Disney's $1 billion partnership with OpenAI sparks debates over character rights and potential fan-created content. Meanwhile, Oracle faces a staggering $100 billion market cap loss after concerns over its AI spending. Vail Resorts looks for a comeback with the return of a former CEO, focusing on strategic marketing and capital investments. Additionally, Coca-Cola's CEO transition and Manchester United's cost-saving measures are dissected, along with warnings about the S&P 500's future returns.
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Disney Bets On Licensing AI-Generated Fan Content
- Disney struck a $1 billion equity deal with OpenAI to let Sora generate short videos using 200+ Disney, Marvel, Pixar, and Star Wars characters.
- Ann Berry frames this as licensing user-generated AI content to monetize fandom rather than litigate against it.
License AI Instead Of Endless Litigation
- Media companies should consider licensing AI tools to capture revenue from user-generated content.
- Ann Berry suggests partnering with AI may be preferable to constant litigation over infringement.
Oracle's AI Buildout Sparks Profitability Doubts
- Oracle's aggressive cloud AI buildout drove a $100B market-cap loss after earnings raised questions about margins and debt.
- Ann Berry warns contracted revenue tied to OpenAI may not materialize, leaving Oracle with long lease obligations.