Key Points Once AI can churn out endless songs and videos, the companies that help people choose what to watch and listen to will gain the most. Two companies stand out as the clearest winners of the surge of AI-generated content. In creative tools, the software people already use may matter more than whoever builds the best AI model. Famous characters and classic song catalogs land on the diluted side, because AI is wearing down the walls that made them so valuable. 10 stocks we like better than Walt Disney › How We Got Here On Dec. 11, 2025, Disney (NYSE:DIS) agreed to license more than 200 characters to Sora, OpenAI's AI video app, for three years and to invest $1 billion in OpenAI.
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