AI Gives and AI Takes

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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