Disney: When You Wish Upon AI & Oracle Loses $100B in Market Cap

Episode 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora… can Mickey protect his own character? Then we explore market concerns that Oracle’s massive AI infrastructure spend will never pay off - leading to today’s massive loss in market cap. Plus, shares in Vail Resorts have been headed downhill, can the return of a former CEO give the stock a lift? Finally, we zip through the headlines around Coca Cola’s new CEO and Manchester United’s cost savings drive. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 Disney’s $1B Bet on OpenAI 03:30 EARNINGS: $ORCL $VAIL 18:00 Market Close - $DIS, $KO The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices