AI Gives and AI Takes

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 15 March 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We're entering a new era in real estate.
0:05.0	Motley Full Money starts now. So, Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free. but you can give them to the pros and
0:35.8	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Fool Radio Show. I'm Dylan Lewis. Joining me in the studio the Motley Fool's
0:44.1	senior analysts, met Arger Singer and Andy Cross.
0:47.0	Gentlemen, great to have you both here.
0:48.6	Hey Dylan.
0:49.6	We've got a rundown on retail, the state of things at Paramount, and of course stocks on our radar, but
0:55.0	we're kicking off with real estate news. Matt, after several years and lawsuits related to
0:59.8	excessive fees and antitrust activity, we might be looking at a new real estate market.
1:04.5	We might be, Dylan, if you ever sold a home, it's always been confounding, well at least for me,
1:10.8	that in addition to paying a commission to your agent in that case the sellers
1:14.7	agent or the listing agent you'd also have to pay a two and a half three percent
1:18.4	commission to the buyer's agent and this was essentially for for decades a mandate of the National Association of Realtors,
1:25.6	N-A-R, of which the vast majority of agents in the U.S. are members of.
1:29.7	And it's why commissions on transacting home have traditionally been set in this 5 to 6 percent range,
1:35.5	split evenly usually by the seller's agent and the buyer's agent.
1:40.0	So instantaneously on every transaction in addition to other closing costs, repair expenses,
1:46.1	five to six percent of your home's equity would instantly, that had been built up maybe for over many years and could be worth tens of thousands of dollars
	...

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