The AI market is in a frothy mood again, and there's some big shake-ups in retail.

This is Motley Fool Money.

Welcome to Motley Fool Money. I'm Tyler Crow, joined by longtime Fool contributors, Lou Whiteman, and Rachel Warren.

Second quarter earnings are coming to a close, but we still have some big companies reporting earnings and making some big management moves.

So today, we're going to cover management shakeups at Target and Estee

Lauder and also some mergers and acquisitions activity in an arms race between Lowe's and

Home Depot. But before we begin with that, we're going to start with everyone's favorite

family dinner conversation, which is, are we in an AI bubble? So it's been a driving force, the AI story for much of the market in

2025. I mean, we've seen a lot of companies more than double and post some incredible

numbers so far this year. But it hasn't been without hiccups. We had the deep seek crash, I guess, if you will, back in January

that sent Marks into a tizzy. Then this week, I think it was actually over the weekend,

Open AI CEO, Sam Altman actually said to reporters, and I quote, are we in a phase where investors

as a whole are over-excited by AI? My opinion is yes. Is AI the most important thing to happen

in a very long time? My opinion is also yes. Pretty bold and kind of evocative statement

from San Altman. In addition to those comments, we've seen some pretty sharp stock declines

with some AI companies reporting earnings, and some of these darlings are down

pretty considerably. Palantir is down almost 18% over the past week as of our recording.

And Corave, the AI Data Center company, is down 40% since its reporting last, reported earnings

last week. So, Rachel and Lou, I want to toss this to you. Rachel, you can go

first. What do you make of Sam Altman's statement about AI and is the AI market looking bubbly

to you? I do think this was a really interesting comment from Mr. Altman, you know, particularly

given that Open AI remains one of the most, you know,

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