Good morning and welcome to Squawk on the Street. We're going to start our show this morning with some breaking news from the Walt Disney Company and Open AI. The two reaching what they're calling a landmark agreement to uh bring more than 200 characters to the Open AI Sora platform.The short-term uh short form, excuse me, video platform of course that is uh become so incredibly popular. in part so popular that OpenAI needs ever expanding amounts of compute which will get us a little later to Oracle of cour ...