Disney Is Down 25%, but the Worst Might Not Be Over

New Disney CEO, Josh D'Amaro, Off to Rough Start as Stock Takes a Hit After OpenAI Canceled Sora

Hollywood’s relationship with AI companies has shifted in recent months from denial to ownership and control, with all major studios closing deals that give them their own slice of the lucrative technology. In December 2025, Disney seemed to have leaped ahead of the pack when it announced a $1 billion investment in OpenAI that would allow user-developed AI videos on Sora to include more than 200 characters from Disney-owned IPs, including Pixar,…

Disney Is Down 25%, but the Worst Might Not Be Over

Quick Read Disney (DIS) has fallen 26% from its summer peak to $92 per share as linear TV erosion, rising content costs, softer international park visitation, and a collapsed $1B partnership with OpenAI on AI-generated video content weigh on the business under new CEO Josh D’Amaro. Structural headwinds including cord-cutting, macro sensitivity in parks, and unpredictable content pipelines will persist for years, leaving near-term earnings vuln…

Disney Should Buy Fortnite And Epic Games, Former Exec Says

The Walt Disney Company's new CEO, Josh D'Amaro, is a big fan of video games, and one former Disney executive believes D'Amaro would be smart to do even more in gaming going forward. This could include a buyout of a gaming company like Epic Games.In an interview with CNBC, Kevin Mayer--a former Disney and TikTok executive who now runs Candle Media--said D'Amaro will need to take "bold steps" to help Disney make more money and grow its stock pric…