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The notion of authenticity in the movies has moved a step beyond the merely realistic. More and more, expensive and time-consuming fixes to minor issues of screen realism have become the work of statistical data renderings—the visual or aural products of generative artificial intelligence. Deployed for effects that actors used to have to create themselves, with their own faces, bodies, and voices, filmmakers now deem these fixes necessary because they are more authentic than what actors can do with just their imaginations, wardrobe, makeup, and lighting. The paradox is that in this scenario, “authentic” means inhuman: The further from actual humanity these efforts have mo…

Gaming peripheral company Razer is betting that people want AI holograms. So much so that it introduce a perplexing new product at CES 2026 that early critics have dubbed a “friend in a bottle.” Project AVA, is a small glass cylinder that features a 5.5-inch animated desk buddy that can interact with you, coach you, or offer gaming advice on demand—all powered by xAI’s Grok. Project AVA uses a technology Razer calls “PC Vision Mode” that watches your screen, allowing its 3D animated inhabitant to offer real-time commentary on your gameplay, track your mood, or simply hang out. It attempts to sell the illusion of presence—a companion that isn’t just an app you close, b…

Home Depot’s fourth-quarter performance was muted by ongoing caution from American consumers in a weak housing market, but the home improvement retailer topped Wall Street expectations. The Atlanta company earned $2.57 billion, or $2.58 per share, for the three months ended Feb. 1. Stripping out one-time charges or benefits, earnings were $2.72 per share, topping analyst projections for per-share earnings of $2.53, according to FactSet. A year earlier it earned $3 billion, or $3.02 per share. An extra week in fiscal 2024 added approximately 30 cents per share to the year-ago quarter. Home Depot’s stock rose more than 3% before the market opened on Tuesday. Revenue to…

Home Depot broke a two-year slump in same store sales during the fourth quarter as customer demand improved in a housing market that has been buffeted by soaring mortgage rates and a scarcity of homes up for sale. Revenue for the Atlanta company climbed to $39.7 billion from $34.79 billion. Analysts polled by FactSet were calling for $39.15 billion. Home Depot Inc. said Tuesday that the extra week in the quarter added approximately $2.5 billion in sales for the period. Sales at stores open at least a year, a key indicator of a retailer’s health, edged up 0.8%. In the U.S., comparable store sales rose 1.3%. It is the first quarterly increase since January 2023 and much …

House flippers are about to get an AI assist on their next renovation project. Kai is an AI-powered tool that can visually identify what’s needed to fix up a house and put it on the market. The system converts photos and videos of house projects into SKU-level material specifications and cost estimates, making it fast and easy for an institutional home renovator to create an actionable renovation plan and order all the materials needed to get the job done. Kai has just launched a partnership with home improvement retailer Home Depot to link its building material and product selection tools directly with Home Depot’s 3.5 million item inventory list. Home renovators…

Home Depot‘s third-quarter was mixed with fewer violent storms reaching shore, more anxiety among U.S. consumers, and a housing market that is in a deep funk. The company lowered its fiscal 2025 adjusted earnings forecast but raised its expectations for sales growth. For the three months ended Nov. 2, Home Depot earned $3.6 billion, or $3.62 per share. A year earlier, it earned $3.65 billion, or $3.67 per share. Removing one-time charges and benefits, earnings were $3.74 per share, a dime short of Wall Street expectations, according to a poll by FactSet. It is the third consecutive quarter that Home Depot, an overperformer in recent years, has missed profi…

Nothing says “Merry Christmas” quite like a 7.5-foot-tall Chewbacca holding a candy cane. At least, according to the team at Home Depot. Home Depot has long been known as a purveyor of holiday decor, from pumpkins at Halloween to a wide selection of real and artificial trees at Christmas. In recent years, though, it’s been upping the creative ante on its decor game to capture new audiences—and, in some cases, to score a viral hit on TikTok. This year, it’s doing just that with two new additions to its holiday lineup: life-size, animated versions of Star Wars’ Chewbacca and R2-D2 ($349 and $299, respectively), complete with movie-accurate, motion-activated sound e…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Among the 24 price forecasts tracked by ResiClub in our final 2026 home price forecast roundup, the average prediction is a +1.43% increase in U.S. home prices in 2026. Keep in mind that roundup mentioned above looks at forecasts for nationally aggregated home prices. On a regional and neighborhood basis, home price swings can vary greatly from the national figure. For example, on a year-over-year basis, U.S. home prices as measured by the Zillow Home Value Index are up +0.1%, while home prices in the Hartford-East Hartford-Middletown, Connecticut me…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. National home prices rose +0.1% year-over-year between October 2024 and October 2025, according to the Zillow Home Value Index reading published last week—a decelerated rate from the +2.4% year-over-year rate between October 2023 and October 2024. In the first half of 2025, the number of major metro area housing markets seeing year-over-year declines climbed. That count has since stopped ticking up. —> 31 of the nation’s 300 largest housing markets (i.e., 10% of markets) had a falling year-over-year reading in the January 2024 to January 2025 …

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. According to our analysis of the Zillow Home Value Index, U.S. home prices are up +0.2% year-over-year between November 2024 and November 2025. While that pace has decelerated over the past year—back in November 2024, the national year-over-year home price growth rate was +2.3% —it has ticked up slightly from the recent low of -0.01% in August 2025. In the first half of 2025, the number of major metro area housing markets seeing year-over-year declines climbed. That count has since stopped ticking up. 31 of the nation’s 300 largest housing m…

Sales of previously occupied U.S. homes rose in November from the previous month, but slowed compared to a year earlier for the first time since May despite average long-term mortgage rates holding near their low point for the year. Existing home sales rose 0.5% in last month from October to a seasonally adjusted annual rate of 4.13 million units, the National Association of Realtors said Friday. Sales fell 1% compared with November last year. The latest sales figure came in slightly below the 4.14 million pace economists were expecting, according to FactSet. Through the first 11 months of this year, home sales are down 0.5% compared to the same period last ye…

While home sales and remodeling rates remain low, Thumbtack—which connects homeowners with professionals to do work on their houses—says business is booming. In fiscal 2024, Thumbtack saw revenue of $400 million, up 27% from the previous year, with billions of dollars going to the roughly 300,000 small businesses that book work through the platform. Cofounder and CEO Marco Zappacosta attributes the company’s success to more than 15 years of work helping users find the right, trustworthy professional—even if they’re not entirely sure what they need to fix a problem in their home—bolstered by recent advances in artificial intelligence. “You’ve got to remember this i…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Speaking to investors last week, Lennar co-CEO Jon Jaffe said that the spring 2025 selling season for America’s second-largest homebuilder is off to a slower-than-normal start. “We do not see the seasonal pickup typically associated with the beginning of the spring selling season,” Jaffe said. “So we continue to lean into our machine focusing on converting leads and appointments and adjusting incentives as needed to maintain sales pace. These adjustments came in the form of mortgage rate buydowns, price reductions, and closing cost assistance. La…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. The average price net of incentives of new-builds sold by Lennar—America’s second largest homebuilder—came in at $386,000 in Q3 2025. That’s down -10.2% from $430,000 in Q4 2024 and down -21.4% from $491,000 in Q3 2022. While last quarter Lennar acknowledged that it will no longer be as aggressive in prioritizing volume over margin going forward, the giant homebuilder said that doing so (i.e., volume > margin strategy) over the past few years helped it gain market share while some other builders were more conservative. “During the past three …

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. During the pandemic housing boom, we saw red-hot housing demand quickly absorb much of the available slack in the housing market. Back in 2021, active housing inventory for sale, unsold completed new builds, and available lot supply all plunged to historic lows. But ever since the pandemic housing boom fizzled out in mid-2022, housing slack has been building back up in the housing market—especially in certain pockets of the Sun Belt. Look no further than Zonda’s New Home Lot Supply Index, which measures lot supply based on the number of single-fa…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. During an earnings call in June 2025, KB Home’s McGibney—whose company prefers outright home price cuts over incentives when adjustments are needed—said that some buyers turning to competitors are effectively overpaying for new builds to obtain mortgage rate buydowns. If those buyers need to sell in the near term, he warned, they could find themselves underwater and unable to recoup the artificially high base prices. “I believe that there are [builder] customers that are overpaying for the home to effectively get an incentive… They may potentially be…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. Last month, in an address to investors, D.R. Horton CEO Paul Romanowski said the spring 2025 selling season is getting off to a slower-than-usual start for the nation’s largest homebuilder. “This year’s spring selling season started slower than expected as potential homebuyers have been more cautious due to continued affordability constraints and declining consumer confidence,” Romanowski said on the company’s earnings call. It isn’t just D.R. Horton. “Demand at the start of this spring’s selling season was more muted than what we have seen…

Want more housing market stories from Lance Lambert’s ResiClub in your inbox? Subscribe to the ResiClub newsletter. In today’s article, we’re sharing the full results from the Q4 2025 Zoodealio-ResiClub Real Estate Agent Survey. To conduct our real estate agent survey, ResiClub partnered with Zoodealio, a cash-offer platform, and iBuyer-management software designed for real estate agents. Among the 204 agents who took the survey, half (51%) have been real estate agents for 15 years or longer. The survey was fielded from November 17 to December 29, 2025. Respondents included real estate agents spanning all regions of the U.S., giving us a ground-level view of b…