NVIDIA's computing revenue falls short of expectations…Trump: "Final negotiation stage with Iran" [Wall Street Newsletter]

Watch on YouTube ↗  |  May 20, 2026 at 22:12  |  38:53  |  3PRO TV (삼프로TV)
Speakers
Host — Host
Park Myung-seok — Curator

Summary

The video reviews NVIDIA's mixed earnings (computing miss, networking surge, strong margins), Trump's claim of nearing final deal with Iran, and FOMC minutes hinting at possible rate hikes. It also discusses market opportunities in CPU stocks, Alphabet, and Tesla, while noting geopolitical and macro risks.

  • NVIDIA beat revenue and EPS guidance but computing revenue missed, networking revenue surged 200%.
  • Trump signaled final-stage negotiations with Iran, boosting markets; Israel's Netanyahu disagreed.
  • FOMC minutes showed most members saw rate hikes as potentially appropriate, raising hawkish concerns.
  • CPU semiconductor stocks (AMD, ARM, Super Micro, Intel) surged and are seen as having more upside than memory.
  • Alphabet's Google I/O developer conference was positive; host recommends buying Alphabet on pullbacks.
  • Tesla gained on European FSD approvals and Shanghai hiring; host expects positive H2 impact.
  • SpaceX and Open AI IPO news created market liquidity concerns ahead of major listings.
  • Yardeni Research maintained S&P 500 target of 8,250, citing resilient economy despite short-term inflation.
Trade Ideas
11:23
CPU stocks have more upside potential.
The market is shifting its focus from memory to CPU semiconductors, and CPU stocks have more room to rise given their recent underperformance relative to memory. Specific beneficiaries include AMD, ARM Holdings, Super Micro Computer, and Intel, which all surged overnight.
ARM INTC SMCI AMD MED
28:03
Buy Alphabet on pullbacks.
Alphabet's Gemini model ecosystem is strengthening, and the recent developer conference was positive. The stock's pullback provides a buying opportunity for long-term investors.
GOOGL MED
29:11
Tesla FSD approvals drive H2 upside.
Tesla's FSD is gaining regulatory approvals in Europe (Netherlands, Lithuania) and likely in China, with Shanghai Gigafactory ramping up FSD-related hiring. This should positively impact Tesla's stock in the second half of the year.
TSLA MED
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This 3PRO TV (삼프로TV) video, published May 20, 2026, discussing ARM, INTC, SMCI, AMD, GOOGL, TSLA. 3 trade ideas extracted by AI with direction and confidence scoring.