About this episode
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.
Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International Ltd. (FVRR), Data Centers, Grocery Outlet Holding Corp. (GO), Fabrinet (FN), Teradyne, Inc. (TER), Venezuela Oil.
Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com
Advertising Inquiries: https://redcircle.com/brands
Get every episode summarized
Each time InvestTalk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from InvestTalk
World Food Prices Hit Four-Year Highs: Is Food Inflation Already Baked into the...
InvestTalk
Best of Caller Questions
InvestTalk
Best of Caller Questions
InvestTalk
Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimatin...
InvestTalk