The box office success of the first "Iron Man" is precisely what drew Disney to Marvel. So it's only natural that they would get that license away from Paramount. Even if they have to pay $115 million to get it.
So while Paramount is still set to release "Thor" and "Captain America" Disney gets Joss Whedon's "Avengers" and the next "Iron Man" (with or without Favreau who wasn't happy with the finished Iron Man 2). Marvel (and therefore Disney) already got "Hulk" from Universal and "Fantastic Four" from Fox. How long before they try to get "X-Men" and "Spider-Man" back?
Read the press release here.