Trump: 'Iran will have to pay a heavy price'...Oracle plunges after hours on funding concerns [Wall Street Newsletter]

Trump: "Iran will have to pay a heavy price"...Oracle plunges after hours on funding concerns [Wall Street Newsletter]
Watch on YouTube ↗  |  June 10, 2026 at 22:17  |  43:46  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

Curator Park Myung-suk recaps a volatile Wall Street session where better-than-expected CPI was overshadowed by Trump's renewed Iran strike threats. Space X's IPO subscription demand emerged as a liquidity drain on tech stocks, while Bitcoin and the S&P 500 sit at critical technical support levels. He highlights Palantir and enterprise software as positive themes, notes Robinhood's evolution into a securities firm, and explains Oracle's after-hours drop on financing news.

  • US indices fell over 1% as Iran tensions escalated, erasing early CPI optimism.
  • Oil held around $91.8, gold dropped sharply, and Bitcoin held at $60k.
  • Oracle beat EPS but announced a $40 billion financing plan, causing after-hours decline.
  • SpaceX IPO subscription demand reached 4x oversubscription, draining liquidity from tech stocks.
  • S&P 500 testing its 50-day moving average, a breakdown could signal a sharp sell-off.
  • Palantir CEO touted enterprise AI deployments with Anthropic, suggesting stock is oversold.
  • Robinhood obtained IPO underwriting capability, strengthening its securities business.
  • Software sector sentiment turned positive as enterprise AI adoption drives new demand.
Ideas
Bitcoin support at $60k crucial for direction.
Bitcoin is holding the critical $60,000 support level. If it breaks down from here, a major crash could follow, but if it holds, this area could be the bottom. The technical setup at this inflection point is decision-useful to monitor.
S&P 500 50-day MA test crucial support.
The S&P 500 is testing its 50-day moving average, a key technical level. If this support breaks, a severe sell-off could ensue, making the current level a critical inflection point that deserves close monitoring.
Enterprise software sector recovering, AI demand.
The 'SaaS apocalypse' is over as enterprise AI adoption drives new demand for software companies. Positive views on the software sector are increasing, and enterprise AI workloads will create more opportunities for software firms.
Palantir oversold, enterprise AI demand strong.
Palantir's stock has fallen excessively and the sell-off is unwarranted. The CEO is actively working with Anthropic to deploy enterprise AI on Palantir's platform, and the rise of enterprise AI adoption will drive increasing usage of Palantir, supporting a bullish outlook.
Robinhood transforming into full securities firm.
Robinhood has obtained IPO underwriting capabilities, transforming into a genuine securities firm. It was one of the few stocks that rose in a down market, signaling a positive development.
Up Next

This 3PRO TV (삼프로TV) video, published June 10, 2026, features Park Myung-seok discussing BTC, SPY, IGV, PLTR, HOOD. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: BTC, SPY, IGV, PLTR, HOOD