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Motley Fool Money

Opportunities in Housing and a Solar Scare

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 17 June 2025

⏱️ 20 minutes

🧾️ Download transcript

Summary

Solar stocks take a tumble. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Why solar stocks are falling today. - Lennar earnings. - How to think of your house: asset vs. investment. - Matt & Jason’s top 3 homebuilders. Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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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