Disney's deal with OpenAI is about controlling the future of copyright

OpenAI has announced the release of a new technology aimed at surpassing Google's recent advancements in artificial intelligence, marking a significant escalation in the competitive landscape between the two tech giants. This comes after Google claimed its new AI model, Gemini 3, has outperformed ChatGPT, OpenAI's flagship product.

OpenAI has released GPT-5.2, showcasing significant advancements in deep reasoning and coding capabilities, while receiving mixed reactions from early testers regarding its conversational abilities. The update aims to enhance productivity for business tasks and workflows, particularly in coding and data management.

The Walt Disney Company has announced a significant $1 billion investment in OpenAI, which includes a licensing agreement for its iconic characters to be used on OpenAI's Sora video-making platform. This three-year deal allows users to generate videos featuring beloved characters from Disney, Marvel, Star Wars, and Pixar franchises.

Oracle's shares have experienced their largest decline since January, following a report of a significant increase in spending on AI data centers and related equipment, amounting to $15 billion. This news has raised concerns among investors regarding the company's financial strategy and its ability to generate returns from these investments.

OpenAI has announced the release of ChatGPT-5.2, a model designed to enhance productivity for everyday and work users, particularly in tasks involving spreadsheets and coding. This update reflects the company's ongoing efforts to improve its AI offerings amid rising competition in the artificial intelligence sector.

The latest Market Talks provide insights into significant developments involving Oracle, Broadcom, and Disney, highlighting their respective positions in the technology, media, and telecom sectors. Oracle's recent announcement of a $15 billion increase in AI-related capital expenditures has raised concerns among investors, leading to a notable decline in its share price. Broadcom's earnings and Disney's evolving strategies are also under scrutiny as market dynamics shift.

The Walt Disney Company has entered into a significant partnership with OpenAI, licensing iconic characters such as Mickey Mouse and Cinderella for use on OpenAI's Sora video-making platform, alongside a $1 billion investment in the startup. This collaboration aims to enhance user engagement by allowing fans to create personalized content featuring beloved characters.

OpenAI has released GPT-5.2, a new AI model that claims to outperform Google's Gemini and achieve human-level performance on 70% of work tasks. This release follows a 'code red' alert issued by OpenAI's CEO Sam Altman due to the rapid user adoption of Gemini 3, which gained 200 million users in just three months.