When AI Starts Building the Game

In this occurrence of Motley Fool Money, Motley Fool analysts Emily Flippen and Loren Horst are joined by contributor Jason Hall to discuss:

• PayPal's astonishment CEO change, and whether a single-digit net aggregate is an accidental oregon a informing sign.

• Alphabet's Project Genie demo and what the conception of "prompt-to-play" could mean for the gaming industry.

• Roblox's propulsion into premium advertizing and whether the marque retains a moat.

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A afloat transcript is below.

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This podcast was recorded connected Feb. 03, 2026.

Emily Flippen: Google launched a demo, and it took it backmost to gaming stocks. We're breaking down the gaming satellite of artificial quality contiguous connected Motley Fool Money. Today is Tuesday, February 3rd, invited to Motley Fool Money. I'm your big Emily Flippen, and today, I'm joined by Fool analysts Jason Hall and Loren Horst to instrumentality a dive into the satellite of gaming and however AI is changing the scenery arsenic exertion continues to propulsion it limits of possibilities. Today we'll beryllium discussing Project Genie, however gaming companies are looking to amended monetize their content, AI oregon otherwise. But first, we person to instrumentality a hard near pivot present and sermon a portion of quality that I personally recovered truly confounding this morning, and that's outgo processor PayPal. PayPal shares are down astir 20% this greeting aft reporting net contempt immoderate arguably anemic guidance, but it seems similar what the marketplace is reacting to astir is not the mild miss, but alternatively a large shakeup successful the C-suite that investors, including myself truly didn't spot coming. After hardly 2 years connected the job, PayPal CEO Alex Chris is going to beryllium stepping down to let HP's existent CEO and PayPal committee subordinate Enrique Lores to measurement successful arsenic president and CEO. I mean, this, to me, reads similar a wide firing from the committee here. Seems similar their committee is unhappy with Chris's quality to propulsion acold capable into things similar Brandi Checkout. That was peculiarly anemic successful the quarter. I mean, Jason, I was conscionable truthful amazed to spot this move, and I was personally beauteous blessed with Chris's show anterior to this quarter, truthful it took maine by surprise. I mean, what bash you marque of it?