Housing Market Revival: Construction Surge Signals New Chapter
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 26 February 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.
Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:34.9 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Wednesday, |
| 0:41.5 | February 25th, 2026 edition, and it is Nvidia Day, the largest market cap company in the world |
| 0:49.3 | with earnings after hours, and it's moving. Not dramatically up or down. It was and now it's faded. |
| 0:57.9 | And this will have a large impact on tomorrow's market and really sentiment around AI and |
| 1:04.4 | AI infrastructure. And that is the talk of the town these days. What is the long-term impact |
| 1:10.4 | of this new technology, both is the talk of the town these days. What is the long-term impact of this new technology both on the technology sector, but also the old economies, industrials, energy, materials? |
| 1:22.5 | Those are all sectors that are impacted. |
| 1:26.4 | And frankly, every pocket of our economy is probably going to be |
| 1:30.1 | impact in some way or shape or form. And so we are here to unpack this all for you during |
| 1:35.0 | this hour, answer your finance and investment questions as much as possible, and give you |
| 1:40.7 | data and perspective so that you can make better decisions with your money. |
| 1:44.8 | That's what this hour is about. |
| 1:47.0 | So in just a bit, we'll talk about today's Mark Performance and run down the show topics. |
| 1:51.0 | But as usual, we'll tackle this first caller question now. |
| 1:54.1 | Jared in North Carolina, listen to the show all the time. |
| 1:57.6 | I wanted to get your thoughts on energy transfer. The ticker symbol is |
| 2:02.9 | E.T. Just wanted to get your thoughts on a good entry point. Thank you. Love the show. |
| 2:09.0 | Looking at energy transfer, engage in natural gas, midstream liquid transportation and storage |
| 2:14.8 | business. So this is a first off, it's, I believe it's, is it still a limited partnership? |
... |
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