In this episode of Motley Fool Money, Travis Hoium, Dan Caplinger, and Jon Quast discuss Disney's new AI venture with OpenAI, debating whether it cheapens Disney's valuable intellectual property or creates buzz for movie launches. They then analyze Oracle's recent earnings, the implications of its debt, and the potential impact of AI investments on its financial stability. The hosts also engage in a fun segment of "free agency" for CEOs, suggesting potential leaders for companies like Nike, The Trade Desk, Disney, and Square. Finally, they review Lululemon's earnings and discuss its future prospects, before presenting their stocks on radar: Sprout Farmer Market and Dollar Tree.
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