Did Disney Win or Lose the OpenAI Deal?

In this podcast, Motley Fool contributors Travis Hoium, Dan Caplinger, and Jon Quast discuss:

• Disney's licensing woody with OpenAI.

• Oracle's net and AI buildout.

• Lululemon earnings.

• CEO escaped cause picks.

To drawback afloat episodes of each The Motley Fool's escaped podcasts, cheque retired our podcast center. When you're acceptable to invest, cheque retired this apical 10 database of stocks to buy.

A afloat transcript is below.

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This podcast was recorded connected Dec. 12, 2025.

Travis Hoium: We person a caller subordinate successful artificial quality and it's Disney. Motley Fool Money starts now.

Welcome to Motley Fool Money. I americium Travis Hoium joined contiguous by Dan Caplinger and Jon Quast. Guys, we person to commencement with possibly the astir amusive artificial quality communicative of the year. We don't person to statement however galore billions of dollars are being spent connected chips and worldly similar that. OpenAI and Disney announced that you tin present usage Sora, their video instauration app and marque abbreviated videos with 200 Disney characters. This seems similar the benignant of AI usage lawsuit that astatine slightest our household could person a batch of amusive with. Is this the benignant of happening that is going to beryllium a large woody successful AI and are you much of a Darth Vader oregon a Baymax character? What are we going to spot successful your archetypal Disney-related AI video?

Dan Caplinger: I'll archer you Travis, I'm embarrassed to admit this. But erstwhile I was 5 years-old I was a ballet dancer and we did a truly dubious mentation of the archetypal Star Wars and I played Obi-Wan Kenobi. I afloat expect idiosyncratic to excavation backmost into those archives and fig retired a mode to bring Dan's ballet backmost to beingness aft 50 years.