4.4 • 3K Ratings
🗓️ 17 June 2025
⏱️ 20 minutes
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0:00.0 | Which home builder would you buy? |
0:07.0 | Molly Fool Money starts now. |
0:10.0 | I'm on in Chalka Balloon. I'm joined by two of my favorite fools, Matt Frankel and Jason Hall. |
0:25.4 | Today we're talking all about housing, including earnings from Lenar, the largest home builder in America. |
0:30.9 | We'll pick our favorite three home builders. Maybe Lenar is there. Maybe it isn't. |
0:35.1 | And we three homeowners will debate how we think of our houses as |
0:38.3 | investments. But first, here are a few headlines on our radar. President Trump left the G7 summit |
0:44.4 | early, referencing the Israel-Iran fighting. He said, his leaving certainly has nothing to do with a ceasefire |
0:51.0 | much bigger than that, and urged Iranian civilians to immediately evacuate |
0:56.3 | Tehran. As we're recording this morning, solar stocks are getting hammered. Think down around |
1:02.8 | 20% for first solar and end phase to 40% for Sunrun. This is because the Senate version of |
1:09.5 | Trump's spending bill would phase out both solar |
1:11.6 | and wind incentives by 28, while incentives for nuclear, hydropower, and geothermal energy |
1:17.0 | would last longer. Retail sales fell 0.9% month over month in May. That's worse than the 0.6% |
1:25.2 | drop expected by economists. That's another data point ahead of the Fed interest rate announcement on Wednesday. |
1:31.7 | And finally, Open AI and Microsoft tensions are rising within their six-year-long relationship. |
1:37.1 | As a major shareholder, Microsoft will have to be on board if Open AI can ever convert to a for-profit |
1:43.0 | company. |
1:44.0 | Meanwhile, they're frenemies who also |
1:45.7 | compete with each other, so Open AI wants to keep some things for itself, like access to the |
1:50.7 | intellectual property of its recent acquisition, WinSurf. The WSJ is reporting that OpenAI executives |
1:56.3 | have at least talked about the nuclear option of accusing Microsoft of anti-competitive behavior. |
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