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InvestTalk

Housing Market Revival: Construction Surge Signals New Chapter

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K 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

Click on a timestamp to play from that location

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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