Trump "Iran Attack Scheduled for Tomorrow Postponed"...Seagate "New Factory Takes Too Long" [Wall Street Newsletter]

Watch on YouTube ↗  |  May 18, 2026 at 22:07  |  43:04  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

The video reviews overnight US market moves, highlighting a rotation from AI hardware to software as semiconductor stocks fell. CPU-related stocks are presented as a new growth area. Geopolitical tensions (Iran) and oil price sensitivity are discussed, but the overall tone is cautiously optimistic on AI-driven themes.

  • AI hardware stocks (NVIDIA, memory, HDD) sold off, taking profits from recent gains.
  • Money rotated into AI software stocks, with IGV ETF rising and names like Salesforce, CrowdStrike, and Fortinet strong.
  • CPU theme emerges as a separate growth driver, with AMD, Intel, and ARM seen as beneficiaries of AI server demand.
  • Dell Technologies highlighted for expanding server customers and OpenAI partnership.
  • Geopolitical risks (Iran) keep oil elevated and markets sensitive to Trump's statements.
  • Goldman Sachs warns that Hormuz remains a clear downside risk, while Yardeni Research flags possible July rate hike.
  • NVIDIA earnings next week are seen as a major market event, with analysts raising targets.
  • Overall market remains AI-centric, with hedge funds still all-in on semiconductors despite short-term correction.
Trade Ideas
Park Myung-seok Curator 34:26
CPU growth driven by AI agents
The CPU market is set to grow significantly as AI expands beyond GPUs. Agent-type CPUs will take 45% of server CPU share, with Intel at 47%, AMD at 34%, and ARM reaching 20%. These stocks held up while memory stocks fell, indicating they still have room to run.
ARM AMD INTC MED
Park Myung-seok Curator 35:29
Dell benefits from AI server demand
Dell Technologies expanded its NVIDIA-based server customer base to 5,000 clients and strengthened collaboration with OpenAI, supplying AI factory and data platform stacks. This positions Dell to benefit from ongoing AI infrastructure buildout.
DELL MED
Park Myung-seok Curator 36:46
Rotate from hardware to software
When AI hardware stocks take profits, money rotates into AI software because the US is fundamentally a software nation. The IGV software ETF is rising and shows a clean uptrend, making it a beneficiary of this sector rotation.
IGV HIGH
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This 3PRO TV (삼프로TV) video, published May 18, 2026, features Park Myung-seok discussing ARM, AMD, INTC, DELL, IGV. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: ARM, AMD, INTC, DELL, IGV