Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Loren Horst to discuss:
- PayPal’s surprise CEO change, and whether a single-digit earnings multiple is an opportunity or a warning sign
- Alphabet’s Project Genie demo and what the concept of “prompt-to-play” could mean for the gaming industry
- Roblox’s push into premium advertising and whether or not the brand retains a moat
Companies discussed: PYPL, KSPI, RBLX, U, GOOGL, MSFT
Host: Emily Flippen, Jason Hall, Loren Horst
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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