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Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks.



Travis Hoium, Dan Caplinger, and Jon Quast discuss:

- Disney’s licensing deal with OpenAI

- Oracle’s earnings and AI buildout

- Lululemon earnings recap

- CEO free agent picks



Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG).



Host: Travis Hoium

Guests: Dan Caplinger, Jon Quast

Engineer: Dan Boyd



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