Exploration of company financials, shrink issues in retail, and Paramount's acquisition dilemma. Discussions on the informal auction process for Paramount and potential buyer concerns. Analysis of streaming challenges, CEO incentives, and strategic choices for media companies.
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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