Semiconductors: The "Custom Chip" War
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 18 February 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.
Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).
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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. |
| 0:35.4 | Good afternoon, fellow investors, and welcome back to Investstock. |
| 0:39.9 | This is our Tuesday, February 17th, 2026 edition of Investstock. |
| 0:45.1 | Hope we had a wonderful holiday weekend, and we are ready to go for another shortened week, |
| 0:51.6 | but an important week, nonetheless, we're still in the midst of |
| 0:55.0 | earning seasons. So we're getting a lot of that coming in. And new data, new data from the |
| 1:00.6 | economy that continues to shed more and more light on where we are headed. So we're going to |
| 1:05.5 | dig into all of this and much, much more throughout this hour. And this hour is dedicated to |
| 1:10.5 | you and whatever's on your minds. |
| 1:12.8 | So don't hesitate to reach out with your questions at 88899 chart 8892-4278. |
| 1:18.9 | That's how you get through and ask your question on today's show. |
| 1:22.3 | And we're going to mix in some educational and actionable material to help you become a better investor. |
| 1:32.8 | But as usual, we'll just, we're going to pivot over to our first caller question. |
| 1:36.6 | And then after, we'll hit on the market performance and run down the show topics. |
| 1:38.0 | Hi, Justin, Luke. I was wondering if you could take a look at ticker symbol THC tenant healthcare. |
| 1:44.2 | I'm looking at some more exposure to the healthcare sector. |
| 1:48.4 | I don't have much right now. |
| 1:49.6 | So you could take a look at the numbers, let me know if you think it is a good company. |
| 1:54.1 | And if it pulled back to a certain price, you can think it would be a good buy. |
| 1:58.7 | Thank you very much. |
... |
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