Disney Stock (DIS) News, Forecasts and Analysis: OpenAI Sora Deal, Google Copyright Clash, and What’s Next for Shares (Dec. 12, 2025)
Disney shares rose 2.4% to $111.46 after the company announced a $1 billion investment in OpenAI and a three-year deal to license over 200 characters for AI-generated videos. Disney also sent Google a cease-and-desist letter alleging copyright infringement by its generative AI tools. The OpenAI agreement excludes talent likenesses and awaits final approval.