Investor's Edge with Gary Kaltbaum - Them Semis [06.30.2026]

Episode Date: June 30, 2026

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Investor's Edge with Gary Coltbaum. Straight talk about you and your money. Now from the BizTalk Studios, here is Gary Coltbaum. And welcome on Skid to Investors Edge. I'm Gary Colbom, your host. A thanks for being with us today. Glad you're here, ladies and gentlemen, happy that you're listening. It's the end of the month.

It's June 30th. It's 2026. And for a change, typically we tape this show. at 4 p.m. every now and then, we got to go earlier. So right now we're approaching 2 p.m. So we will not have the final numbers today, but we will cover everything we need to cover in and out of the market. And in case you do not know, this is Investor's Edge. It is serious talk on everything that affects you. We'll do the markets, the economy, your job, your industry, socialism, communism, the Supreme Court, war, and all the things that we shouldn't have to cover.

But they matter to our future, your future. So we do cover. And if you do not get this radio show in your city, we'll post it GaryK.com. We'll post it on our X feed. If you don't follow us an X, just go to X, put our name in. And if you'd like to email, just be nice. be respectful because we'll always be nice and respectful to you as long as you do not like Hamas and other terrorists and as long as you're not racist. We loat that. Okay. So at 1015 yesterday morning,

1015 yesterday morning. The semiconductor stocks since the 25th were getting hit hard. At 1015 yesterday morning it hit 12-782. I didn't see any news. I don't think any news has come out

but it closed at 13-7-7-7-2. 111. It was a 900 point move in the semiconductor index. And why am I bringing this up? It's been the leading group for a while since April 8th. Broke out first. It broke out first on April 8th. And recently, after having a big move, it's gotten very wide and very loose. And what we We mean by that is a lot of movement. I will tell you that on June 3rd, it hit a high of 13971. On June 9th, it was down to 11794, down 2,100 points.

But that day it closed at 12657, so reversed. then rallied up all the way to 14-655 on the 22nd down to 12782 yesterday at the low. These are, in the teens, moves to the upside and downside in days, which led to yesterday's big reversal and today up another 500. It started off today. I don't know to explain it, just out of the chute. Futures were kind of flattish. I go through all the stocks and where they're going to open, and it looked like nothing.

And then all of a sudden, the semiconductor index on the first bar, the first bar up 200 points. before you can say boo. By 10 o'clock, well, you closed at 13.7.11. By 10 o'clock, you were at 14.1. You're already up 400 in a half hour. Boom. And since you've rallied up a little bit more. We're amazed.

And we say that because still to this second, Second, there's been a bunch of semiconductor stocks that broke the 50-day, are not showing great leadership so that you lost some sponsorship. But AMD gets a target raised today, advanced micro devices, breaks out at 360. It's 378, up 38.7%. AMD. Intel. You ready for this? Intel. Intel. Two days ago hits 141. I'm rounding off. Yesterday morning it hits

118-1-18-50. 141 to 118-50. Yesterday morning, 10-15. Yesterday morning, 10-15. It's 141 today. Up another wild swings. And very often I would say to you, do you know what wild swings? indicate potential change of complexion. Very often when you get wild swings after a move up, you're about to change trend. Very often you get wild swings on the way down. You're getting close to change trend. But I got to tell you, as I speak, there ain't no change of trend right now. AMD up front. A Lab up 28, Arm up 15, an arm has not been that strong. Just so you know, Arm went from 452 down to 300 at the low yesterday.

Now make it 303. 452 to 303 in five days. 303 yesterday at 1015. It's 360 as I speak. You want wild swings, you want wide and loose, that defines it. Sandusk, not a semi. You ready for this? Sandisk went from 2348 to 1895 in two days. 450 points. It's gone from 1895 to 2237 since 1015 yesterday morning. It's not 2 o'clock yet, as we said we're doing this early. It's wild man. And again, as I stated, often these. type of wild swings are indicative, but I got to tell you, I could have said that a few days ago.

Oh, and by the way, on the way down, two gaps to the downside. Two big gaps to the downside. And now the market is pulling out a certain finger at anybody bearish on the semis because, dang, I'm impressed. And I don't get impressed too much. other artificial intelligence stocks somewhat doing the same not all doing the same a lot of secondary semiconductors insane moves very insane but that is the strength in the market and i can safely tell you if the semiconductors go by the wayside could get interesting but also those strong software stocks Crout strike up another 16 today, Datadog up another 10,

Palo Alto up another 7, today, while other software names ain't happening. Not so great. So just letting you know, wow. For me, just a big wow. And I honestly have to say,

very tough to commit when you see wild swings like this. We'll keep you informed. the semiconductors. And when I say artificial intelligence, as I speak, the Dow's up 142. Caterpillar is up 130 Dow points.

And the Dow's only up 142. Caterpillars become the Dow artificial intelligence stock. Big strength. And you can look it up. Go search why is Caterpillar now considered artificial intelligence name? Go look it up. That'll give you your answer. That's the Dow today.

Apple is up six and change. Didn't see much news but got hit real hard recently as they're raising prices. But better day today. But the semis. Wow. Up next. Lots more to cover. This is the one-only Investors Edge.

Hi, I'm Gary Kalbaum, hosted a nationally syndicated radio show Investors Edge. We're not just handsome radio people. We manage investors' money for a living, specializing in fee-based discretionary money management. No big commissions, just a fee on the assets that's managed. We also provide a full range of personalized services, including retirement planning, fixed income, and educational needs, all to assist you in achieving your financial goals.

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Hey, this promises to be fun. Investors Edge. The last bastion of quality programming. With Gary Coltbaum. It doesn't get better than this. And welcome once again to Investors Edge. All right, I did a little bit of the semiconductors. AI also and under AI comes electronics, data, memory, storage.

And you want wild swings. Here's Vertive. Provides data center management products and services. 379 to 275, back to 360, down to 295. By the way, it just went from 360 to 295 and 1, 2, 3, 3,000, 5 days. Yesterday at 1015 was 295. It's 331 as I speak. Just wild.

Wild swings. But we deal in real time here. The outcome today? Strong. How about bloom energy? Drops in two days from 3.5. 50 to 250. Can you hold on to a stock like that?

I can't. It's 308 today. They gapped it up yesterday and up $34 bucks today. This is what we mean. There's some wild swinging going on. That's all I can tell you.

And Bloom Energy is fuel cell this, that, or the other. I'm not, don't have to get into everything what they do. I'm just trying to explain, wow. A lot of big what I call wow. And the socks, just remember, this is a sector.

To see the swings this thing's doing. By the way, the socks, a few days ago, closed at 14655, it hit a lower 13374. It was down 12, 1,300 points. That was on the 23rd. That was last Tuesday. Big gap to the downside. And on Friday had another big gap down. And the market shrugging it off.

At least there's real time as I speak right now. Again, we've seen everything in this market. I was around for 87, though I knew nothing about the market. I've seen flash crashes, crash of 87, 2008, the greatest financial companies will supposedly the greatest financial companies on earth just go out of business. COVID, I've seen it all, but I got to tell you right now, just wild in one area of the market. Well, semi-slash artificial intelligence. And interesting enough, there's just a ton of boo birds out there.

and I read them because some of them have what I would call cred others you know who has credit and who doesn't right and as you know there have been some

casualties Oracle it's been a casualty Microsoft a casualty and quite a few others in software land so where it ends up you got me but

in real time a holy crap 1015 yesterday morning to today and we just hit about 2 p.m. It's 205 p.m. And thank you for your indulgence of us doing the show a little bit early today. Got some things got to take care of. SpaceX up another six today. So let us just repeat what we said to you. A couple of days ago, it seemed that 150 didn't want to go below.

but only held it for a few days. The last two days, it's gotten very noisy. First off, they moved up the date for to get into the NASDAQ 100, and thus, anybody, any entity that mimics the NASDAQ 100 has to buy the stock to a certain extent. No doubt that helps, but they're yapping away. And it's helped Tesla. Tesla was up 30 something yesterday. It's up another six today.

Tesla's been comatose. As far as SpaceX, again, it hasn't traded long enough. And when you see it go from 150 to 225 back to 150, it's tough to really what I would call gauge. But I'm thinking controlled pullbacks into the low to mid-1-6. 60s, maybe a spot. And yeah, we're saying that knowing the valuation's a joke currently. We've seen ridiculous valuations go up in price. You know that, right?

Until they don't. And as I've said to you, I believe if this company sold pipes, it'd probably be 20 bucks. But they don't sell pipes. They got Starlink, they got spaceships, and they make in all kinds of an act. announcements on any number of things. Any number of things.

Announcements after announcement after announcement. SpaceX talking to the Trump administration about donating stock for the Trump accounts. SpaceX and Charter had discussions about a mobile phone partnership. SpaceX to join the NASDAQ 100 and go on and on. So just letting you know, I have no clue what the stock does in the short run, but man, a pullback that's constructive towards the low 160s, maybe to the mid. That may be an interesting spot. We'll keep you informed. Do you know why?

Everybody's asking about it. Everybody's asking. And they don't want to hear it's the valuation. They do not want to hear. They just want to hear. I should buy it, right? What have you? Anyway, as I speak Dow up 145,

Caterpillar, I'm going to give you an exact on that. We're close to it. Caterpillar, 230 Dow points. So without Cat, well, everything counts. The Dow would be down 85. Up next. Hey, what's happening in the world that I think matters? That's up next

Investor's Edge You're listening to America is talking Investors Edge He's got to be pleased with that The crowd is just on his feet here He's a Cinderella boy With Gary Colbomb

Comes highly recommended You're going to feel better if you talk to And welcome once again to Investors Edge Let's do a little Supreme Court today In case you don't know birthright citizenship. It's an automatic, I believe automatic. It's a constitutional guarantee. In the Constitution of citizenship, I don't think 100%, but nearly anyone born

on U.S. soil. It got reaffirmed today at the Supreme Court. The president was fighting against it. There was an attempt to deny citizenship to children born in the U.S., whether you call them undocumented or illegal. They're saying the text of the Constitution remains clear and absolute. That's the story there. I guess the president was saying too many. were getting pregnant on per i i the supreme court upheld it in a case that i i have to tell you and i i've mentioned this a couple of times i just believe i'm logical i you know we call i call myself mr logic So in a 9-0 ruling from the Supreme Court, the fact that even has to go there, Title IX allows states to establish separate men's and women's sports teams based on men and women. And the Supreme Court ruled 9-0 on that.

I've never understood. and I'm sure a bunch you disagree. I'm sure a bunch you agree. That's what makes the world go around. I don't know, it was three, four years ago. I watched a swim meet where a man and he was a man, but a woman, you know what I mean when I say that, right? I don't have to get into the intricacies.

was in a race against women, and he beat the pants off of them, destroyed them. And all I'm thinking to myself, isn't that unfair? You can disagree with me. Don't be mad. I always felt, as I was watching, how can that be? And since then I've watched track meets where somebody wins by 50 yards. And I can go on and on. You get my point. And then in the bathroom, I just wonder sometimes where the logic is.

And I am not anti. And as you know, I believe race, creed colored. gender denomination, call yourself anything you want, be whatever. I don't care. Wait, but didn't I see somebody who said he was a tree? Yeah, I saw that a couple of months ago. As long as you, you know, don't do illegal things, I don't care. But I got four goddaughters.

One's going to college now. One will go to college next. And they're great athletes. One of them is unbelievable. And I'm thinking to myself, wait a minute. Anyway, that's all done today. What else? Well, your socialist president came out today and demanded gas stations, lower their prices or else.

And he asked, and he didn't ask $2.50 for gas. And I'm thinking to myself, boy, If the Republicans heard Joe Biden demand the gas companies, gas stations to lower their prices or else, they would be having, you know what fits, blank fits, calling them a socialist, a control freak, every name in the book. Because you know what they're doing right now, the Republican side, they're ripping on the communists. And boy, there's communists on the left. Anyway, just letting you know the hypocrisy is laughable. Donald Trump is a control freak, autocratic socialist, and Republicans will never call him out for it.

Imagine a president of the United States demanding gas stations that get about three, four, five cents a gallon. And some just use them as lost leaders because they make their money in food and beverage, demanding they lower prices. even though they're paying higher prices. Imagine a gas station owner paying $3 for gas and then charging $250. Well, you just put them out of freaking business.

Donald Trump, any of his businesses, would never lose money on anything he sells. Just keeping it real. Our socialist president, selectively socialist, going after gas station. station owners and blaming them. They've done nothing wrong. Just remember, they're still working off of the higher price gas. And until the new gas comes in to replace the higher price gas, they can't lower prices. And it takes some time. And again, on average, they make three, four, five, six cents a gallon. You're going to run them out of business. And of course, I didn't see any Republicans ripping the stuffings out of President Trump today.

We will. We don't want any interference. And as you know, the president hurt the farmers with tariffs and paid them off with our tax dollars. Socialists. The president's taken positions in companies. Socialists. And don't get me started on the insider trading going on. Oh, and by the way, we took on what they did with.

the sons and the contracts and all that crap. Even the New York Post went after the president and his sons today. A conservative newspaper went after the president and his sons for what we talked about yesterday. I wish they stopped. He's billionaires. His sons are multi-millionaires, if not more. Stop. Enough. Hunter Biden was a piker. Yet they were ripping him. to shreds. You can go read what the New York Post wrote. Oh, and by the way, you can go read what they did. It's nightmarish.

It's absolutely nightmarish. And that's a little bit of what's happening outside of the market. Dow's up 140. NASDAQ 355. NASDAQ 100, 477. I added back the NASDAQ 100. I don't know. Right before the drop.

I'm just getting back what I was down on this latest tranche. That's how rough it was. The QQQ went from 748 to 686 and then from 745 down to 703. It's just back to 736. And then the semiconductors, again, 500 more points today. Unbelievable. We'll keep you informed.

Even Nvidia, by the way, is up today. As weak as that stock has been. Still trading below the 50 day. So that's a little bit of this, that, and the other thing. And by the way, don't be emailing me mad about bringing up Trump in the gas stations from all you conservatives. You know I'm right. And if you complain, you know you're hypocritical.

We have no bias here. We don't believe in D or R. We just believe in good policy and honesty. It does not matter who it is. We will take them all on. We just don't care. We just don't care anymore. And 40 trillion of debt tells you why we don't care anymore.

We've had enough of all of them. We've had enough. You know, there's no talk about debt and deficits, right? Because both parties did it. Republicans can't complain about the Dems, and the Dems certainly can't complain about the Republicans. I heard somebody say something about the debt and deficits on the left the other day, and I was laughing. Too funny.

Joe O. Biden, with his $1.8 trillion inflation reduction act, that he admitted did nothing for inflation. Should have been impeached for what he did at the border. Big Joe. And they rolled him out again this week to do a speech on Trump. Not a good move. You're listening to What are we waiting for? Well, what are you waiting for?

One, two, ready, go. Action! Investors Edge with Gary Culper. And welcome once again to Investor's Edge. As we told you, we are doing the show early today. It's only 223.

Dow's up 152, NASDAQ 368, NASDAQ 104, 87 and the semiconductor index up 501 led by the equipment makers ASML 90s well that's a $2,000 stock. But let me do percentages. The equipment guys, ASML 5%, AMAT, applied materials 5 and a half percent, KLAC, how about 8% on that one? Lamb Research, how about 5% on that? MKS instruments, how about 7% on that? I can talk about other areas, but they pale in comparison to what's going on.

And when we got hit recently, it was the semiconductors down. And when we go up, it's the semiconductors leading up, as well as some artificial intelligence stuff and I say that because when you compare everything else it just all pales in comparison we've had some better action recently in other areas but again just pales in comparison and just the things I follow the exchanges bear market, a lot of the retail bearish. Medical's had a few good days having a bad day today, though, I will tell you, some drug stocks definitely better. Recently, it looks like the rails and truckers, or they're back and forth, but there's not much going on there. The staples, food, beverage,

tobacco, household products, pretty much bleh. You've had better action in the airlines, why oil prices, tanked. Cause and effect. He had better action in housing. In fact, a lot of housing stocks went from yearly lows to the yearly high because rates came down because of lower oil prices. Oil stocks took a hit, of course. It's just, I can't say it's a one-note market because the software security stocks are now strong. And a few other software names, stronger. I got some restaurants. Cheesecake factory strong, but Domino's pizza has crashed. And by the way, I figured out from reading what the problem with the Domino's pizza is.

When you now go on like an Uber Eats and you click on pizza, you have all the local pizza shops there. on these, the apps are what hurting a Domino's Pizza or a Papa Johns also. Make sense? Think about it. You go on Uber Eats or whatever you go on and you click pizza and you have 12 different places you can buy from and people have decided, you know, I'm going to try that local place. See how it is. And that's what's been going on, and that's what the blame is.

Cause and effect. And I wonder if that's affecting some other restaurant types also. Shake Shack, the stock's been obliterated. Do you know Shake Shack's gone from 145 to 55 in the last 11 months? I've never had a Shake Shack burger. In fact, I don't have burgers very often. Best burger I've ever had, you've heard of this place called Fort Charles. In New York, it's a very hard to get in restaurant, one of those types.

Boy, was that good. Anyway, I think that's the apps cannot be helping. You go on the app and you go to these burger things. Oh, why this shake shack? Oh, and there's this Fred's. That's a local place. Let's try it. I think that's probably going on.

And of course, the cheesecake factory stocks at a new yearly high. They got that bang, bang chicken and shrimp, which is really. good there anyway cause and effect and by the way we try to do a lot of that here when I go into the supermarkets I speak to the people there just what's going on and you get a decent feel and I have to tell you when I see her she's go from 240 down to 175 I try to check but I think what's going on there is prices are just so elevated than what they used to be. That big bag of small little Hershey things, I remember it was like 999 or 1099. It's 1599 now. And some of this coffee stuff, coffee.

Coffee prices have come down recently, but before that, there were some things for 999 that are 1499 now also. Cause and effect. And with these semis, the talk of the talk of to spend. How much these companies are going to spend. Have these, the, wow. And I must tell you, I was a little bit in the camp four days ago of saying, uh-oh, to the semis. And they shot the finger back at me. Yesterday at 1015, it looks like all hell was breaking loose in the semiconductors. 900 points later yesterday and 500 today. That's less than two days of 1,400 points in the semis. That's 11% in a day and a half.

Oh, but by the way, they dropped 12% in the previous three or four days. Again, you think this is easy? Anyway, that's the big story. It's standout And the one thing The one thing you do not want to hear from me Climactic run That'll be the end

We haven't seen it yet Have a great evening drive carefully when you get home Do like we do quite simple Make sure you hug your family hug your children They'll feel better We promise And hopefully the market finishes well

Peace out all good night This has been Investors Edge with Gary Cult Bomb on Biz Talk. To listen to past episodes or to get in contact with Gary, go to GaryK.com. That's GaryKK.com.