AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe. 

(00:21) Andy Cross and Matt Argersinger discuss:
- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.
- Why AI is pushing Oracle up and Adobe down after earnings.
- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story, 

(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..

(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.

Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC

Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw
Engineers: Dan Boyd 

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AI Gives and AI Takes

Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.

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Investing

Careers

Management & Marketing

Business News

Shopping

Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.

(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.

(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.

Companies discussed: PYPL, INTU, ZM, KNSL

Host: Ricky Muvley
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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PayPal Turns Around (Slowly)

Ahead of earnings at Paramount, potential deals and rumors are flying.

At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.

At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.

Companies discussed: SOFI, INVH, DPZ, PARA

Host: Deidre Woollard
Guests: Jason Moser, Dallas Tanner
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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Big Drama At Paramount

Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater? 

Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:

The power in being contrarian

One mega cap that knows how to innovate

Why ROIC is not a foolproof metric for investors. 


Companies discussed: MSFT, IBM, AMZN, NFLX, BRK 

Host: Ricky Mulvey
Guest: Elliott Parker
Producers: Mary Long
Engineers: Rick Engdahl
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How to Win in Business: Be Right, Be Positive

Winmark doesn’t make a lot of noise. The business speaks for itself.

Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.
So, investors may want to pay attention to it.

Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:

- The growth of Play It Again Sports and a slowdown at Music Go Round.
- How Heffes thinks about capital allocation.
- Building an everlasting business.

Company discussed: WINA

Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Why Resale is Forever

We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.

(00:21) Andy Cross and Emily Flippen discuss:
- Chipotle’s stellar comps and future store growth opportunity.
- Why Tesla’s low-priced EV offering has investors overlooking down results.
- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that. 
- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.

(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.

Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.

Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross
Engineers: Dan Boyd
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AI Gives and AI Takes

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