AMD, After-Hours Plunge on Disappointing Guidance... S&P 500 All-Time High on Tech Sector Strength

AMD, After-Hours Plunge on Disappointing Guidance...S&P500, All-Time High on Tech Sector Strength [Wall Street Newsletter]
Watch on YouTube ↗  |  August 04, 2026 at 22:08  |  45:35  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Park Myung-suk recaps a powerful US market session where the S&P 500 hit an all-time high, while AMD fell after-hours on mixed guidance. Palantir surged 30% on strong commercial revenue, and oil plunged on Iran deal hopes. Several individual stocks like Caterpillar, Kratos, and Arista Networks rallied on specific catalysts, and memory chip names received a wave of analyst upgrades.

  • S&P 500 records all-time high, confirming the July selloff was a reset not an end to the bull market.
  • AMD drops after-hours despite strong day session, as capex and guidance disappointed traders.
  • Palantir skyrockets 30% after commercial revenue grew 150%, with AI model diversification acting as a tailwind.
  • Oil plummets on speculation of an Iran nuclear deal, easing inflation fears.
  • Memory semiconductors (SK hynix, Micron) receive multiple analyst upgrades, seen as a post-selloff buying opportunity.
  • Caterpillar benefits from AI data center backup power demand; Kratos EPS surges 91% on drone demand.
  • US optical communication stocks (Lumentum, Marvell) rise on proposed ban of Chinese optical transceivers.
  • Alteogen rallies on Keytruda sales growth; Arista Networks rebounds on cheap valuation.
Ideas
Park Myung-seok Curator 1:05
AMD leads semis with CPU, GPU strength.
AMD is the leading semiconductor stock with both GPU and CPU exposure. The CPU cycle is set to be the main character this earnings season, and AMD's strong resilience during the July sell-off confirms its leadership. Despite after-hours disappointment, AMD remains critically important and can recover once management addresses capex and guidance concerns.
AMD MED
Park Myung-seok Curator 4:59
S&P 500 all-time high, bull intact.
S&P 500 hit a new all-time high, confirming that the July sell-off was a reset, not the end of the bull market. Excessive leverage has been cleaned out, and momentum indicators suggest room for further upside, with Societe Generale targeting 8000.
SPY HIGH
Park Myung-seok Curator 26:08
Palantir commercial revenue boom drives rally.
Palantir's commercial revenue surged 150%, validating that AI model diversification and open-weight trends increase demand for Palantir's decision-optimization platform. The company is well-positioned as an AI winner, and even Michael Burry closed his Palantir puts, signaling near-term upside.
PLTR HIGH
Park Myung-seok Curator 36:48
Chinese optics ban benefits Lumentum, Marvell.
The U.S. preparing to ban Chinese optical transceivers is a direct catalyst for U.S. optical communication stocks like Lumentum and Marvell, which already rallied on the news and offer continued momentum.
LITE MRVL MED
Park Myung-seok Curator 37:02
Memory chips are a post-selloff buy opportunity.
Memory semiconductors, especially SK hynix and Micron, became a buying opportunity after the July decline. Wall Street issued a wave of target price upgrades, citing AI demand tailwinds and attractive valuations.
KS MU HIGH
Park Myung-seok Curator 40:31
Arista Networks rebound on cheap valuation.
Arista Networks delivered good earnings and had been unfairly undervalued, leading to a sharp after-hours rebound. The stock's cheap valuation relative to peers creates a buying opportunity.
ANET MED
Park Myung-seok Curator 41:12
Caterpillar benefits from AI data center power.
Caterpillar delivered strong earnings and highlighted AI data center backup power as a new growth driver, while also having capacity for share buybacks, driving the stock sharply higher.
CAT MED
Park Myung-seok Curator 41:22
Alteogen gains on Keytruda sales growth.
Alteogen benefits from Merck's Keytruda sales growth (up 5% YoY) and Merck's continued focus on obesity drug development, creating a positive setup for the Korean biotech linked to Keytruda technology.
KQ LOW
Park Myung-seok Curator 41:35
Kratos earnings explode on drone demand.
Kratos Defense, a drone company, reported EPS up 91% year-over-year, reflecting the rising importance of drones in modern warfare, and the stock surged on the results.
KTOS MED
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This 3PRO TV (삼프로TV) video, published August 04, 2026, features Park Myung-seok discussing AMD, SPY, PLTR, LITE, MRVL, KS, MU, ANET, CAT, KQ, KTOS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: AMD, SPY, PLTR, LITE, MRVL, KS, MU, ANET, CAT, KQ, KTOS