The S&P 500 slipped 0.4 per cent in early trade, moving further away from its October record high. The Dow Jones Industrial Average rose 233 points, or 0.5 per cent, while the Nasdaq Composite fell 0.7 per cent, according to AP.Oracle was among the biggest drags on the market, sliding 14.5 per cent after its quarterly revenue growth of 14 per cent came in below expectations despite stronger-than-expected profit. Investors also questioned whether the company’s heavy spending on artificial intelligence (AI) w ...

Core Insights - The Walt Disney Company has entered into a significant partnership with OpenAI, involving a $1 billion equity investment in the AI company [1] - As part of the agreement, Disney will provide licensed access to its extensive content library for OpenAI's use [1] Group 1 - Disney's investment in OpenAI marks a strategic move to enhance its capabilities in artificial intelligence [1] - The partnership is expected to leverage Disney's content and OpenAI's technology to create innovative solutions [1] - This collaboration highlights the growing trend of traditional media companies investing in AI to stay competitive [1]

I think any deal should it should be guaranteed and certain that CNN is part of it or sold separately. But I don't think the people that are running that company right now and running CNN, which is a very dishonest uh group of people, I don't think that should be allowed to continue. You have some good companies bidding on it.I think the people that have run CNN for the last long period of time are a disgrace. I think it's imperative that CNN be sold. ...

Core Insights - Walt Disney is investing $1 billion in OpenAI to allow the use of its characters from Star Wars, Pixar, and Marvel in the Sora AI video and image generator, marking a significant shift in Hollywood's approach to generative AI [1] - The partnership aims to generate fan-requested videos featuring licensed Disney characters by early 2026 and will enhance products and experiences for Disney+ subscribers [2] - The collaboration follows criticism from the Creative Artists Agency regarding the risks posed by AI to creative professionals, raising concerns about compensation and credit for artists [3] Investment and Partnership Details - The $1 billion investment by Disney is a crucial step in integrating generative AI into content creation in Hollywood [1] - Sora and ChatGPT Images will utilize OpenAI's models to develop new tools and customer experiences, particularly for Disney+ [2] - The partnership will also include image generation capabilities on ChatGPT, leveraging Disney's intellectual property [4] Industry Context - The deal represents a broader trend of Hollywood embracing generative AI, despite ongoing concerns about its impact on creative jobs and intellectual property rights [1] - The Creative Artists Agency's previous criticism highlights the tension between technological advancement and the protection of creative professionals' rights [3]

Darth Vader is coming to ChatGPT and OpenAI's Sora AI video app. The House of Mouse and OpenAI struck a three-year licensing agreement on Thursday to make Disney "the first major content licensing partner on Sora."It's also investing $1 billion into the AI pioneer. "As part of this new, three-year licensing agreement, Sora will be able to generate short, user-prompted social videos that can be viewed and shared by fans, drawing from a set of more than 200 animated, masked and creature characters from Disn ...

Core Insights - The licensing deal spans three years and allows users to create videos featuring over 200 characters from Disney, Marvel, Star Wars, and Pixar [1] Group 1 - The deal enhances user engagement by providing access to a wide range of popular characters [1] - This initiative may lead to increased content creation and sharing among users, potentially boosting brand visibility [1] - The collaboration reflects a strategic move by the company to leverage its intellectual property in the digital space [1]

Core Insights - The Walt Disney Company announced a $1 billion equity investment in OpenAI, allowing users to create videos with Disney's copyrighted characters on the Sora platform [1] - Sora, launched by OpenAI in September, enables users to generate short videos through text prompts, featuring over 200 characters from Disney, Marvel, Pixar, and Star Wars [1] - Disney CEO Bob Iger emphasized the importance of responsibly extending storytelling through generative AI while protecting creators and their works [2] Investment Details - Disney's investment in OpenAI amounts to $1 billion, marking a significant financial commitment to the collaboration [1] - The partnership will enhance the capabilities of Sora, allowing users to utilize Disney's extensive intellectual property [2] Technology and User Engagement - Sora allows users to create content by simply typing prompts, making video creation accessible and user-friendly [1] - OpenAI's ChatGPT Images will also enable users to generate images using natural language prompts, further integrating Disney's intellectual property into AI-driven content creation [2]

Core Insights - Disney announced a $1 billion equity investment in OpenAI, indicating a strategic partnership aimed at integrating Disney characters into OpenAI's Sora video generation platform [1] Group 1: Investment Details - The investment amount is specified as $1 billion, highlighting Disney's commitment to leveraging AI technology [1] Group 2: Strategic Partnership - The agreement between Disney and OpenAI focuses on bringing Disney characters to the Sora video generation platform, which may enhance content creation capabilities [1]

President Trump said CNN should have new owners as its parent company, Warner Bros. Discovery, weighs takeover bids from Netflix and Paramount.🔗 Read more: https://t.co/Q2ygKzEYa6? https://t.co/g3rII8wMbO ...

分组1 - Colette Kress, CFO of Nvidia, indicated that geopolitical issues and competition in China are impacting the company's data center revenue outlook, with no revenue from China assumed in Q4 [1][6] - Nvidia's inventory increased by 32% and supply commitments rose by 63% sequentially, positioning for demand outside of China [1] - The U.S. government will receive a 25% revenue cut from Nvidia's H200 AI chip sales to approved customers in China, as announced by President Trump [5] 分组2 - Michelle Chang of Zoom emphasized a shift towards an AI-first strategy, focusing on enhancing workplace collaboration and developing new AI products [2] - Zoom's free cash flow margin reached 50%, aided by one-time improvements, but sustained progress is uncertain [3] - Enterprise net dollar expansion remains at 98%, with a goal to exceed 100% in the future [3] 分组3 - Virgin Galactic reported only $400,000 in revenue but is transitioning to a scalable operating model, with operating expenses down to $67 million [7][8] - The company aims for approximately $450 million in annual revenue and $100 million in adjusted EBITDA from two ships flying 125 missions a year [8] - Engineering milestones, such as a new oxidizer tank, are expected to enhance operational efficiency and reduce downtime [8] 分组4 - Bark's CFO highlighted a shift towards higher-value customers and improved retention, with marketing costs decreasing due to lower acquisition costs [9][10] - The company plans to increase margins through sourcing changes and a price increase in 2026 [10] 分组5 - Warner Bros. Discovery's CFO noted a strategic shift away from costly NBA rights to a standalone sports streaming app, expecting significant financial benefits [11][12] - HBO Max is projected to generate over $1.3 billion in EBITDA this year, with a target of 150 million streaming subscribers by 2026 [12] 分组6 - Texas Roadhouse is preparing for approximately 7% commodity inflation in 2026, with labor inflation expected to be around 3% to 4% [13][14] - The company plans to invest approximately $400 million in capital expenditures in 2026, focusing on new units and franchise acquisitions [14][15] 分组7 - DoorDash's CFO indicated that 2026 will be a year of heavy reinvestment while still achieving modest margin expansion [16][17] - The acquisition of Deliveroo is performing well, contributing approximately $200 million to EBITDA, with growth exceeding expectations [18] 分组8 - Vertex Pharmaceuticals is prioritizing capital investment in innovation and expansion, particularly in its kidney portfolio [19][20] - The company is focused on building a durable pain franchise while managing operating expenses and external uncertainties [20]