[24.06.01 Morning Broadcast Full View] New York Stock Market Reaches Another All-Time High Amid AI and Ceasefire Expectations...Software-Related Stocks Rise Daily

Watch on YouTube ↗  |  June 01, 2026 at 03:23  |  6:05:26  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Lee Kwon-hee — CEO, Economist
Park Byeong-chang — Director, MP Partners
Lee Yeok-jin — Deputy
Song Soo-hyun — PB
Kim Han-jin — Economist
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

The June 1 morning broadcast covers record highs in U.S. and Korean markets driven by AI and ceasefire expectations. Multiple experts recommend specific stocks in semiconductors, software, and related sectors, while advising caution on concentration risk. Key picks include Dell, Samsung Electronics, SK Hynix, and preferred shares.

  • U.S. and Korean stock markets hit new all-time highs during the week.
  • AI and Middle East ceasefire hopes drive market optimism.
  • Dell surges 32% on strong AI server earnings and long-term contracts.
  • Software sector rallies on AI agent usage, with IGV ETF above $100.
  • Samsung Electronics and SK Hynix are favored for valuation catch-up and HBM4 progress.
  • Preferred shares of major Korean companies trade at huge discounts, seen as attractive.
  • IT service firms (Samsung SDS, LG CNS) are second beneficiaries of AI infrastructure.
  • Entertainment stock HYBE is highlighted as undervalued with earnings recovery.
Trade Ideas
Park Myung-seok Curator 8:06
Software sector rally on AI usage
After SaaS-pocalypse fears, AI agent usage is increasing actual software consumption. Strong ETF inflows (IGV) and positive reports from Snowflake, Oracle, Palantir, ServiceNow indicate a durable sector shift.
IGV PLTR ORCL NOW HIGH
Park Myung-seok Curator 25:20
Dell benefits from AI server demand
Dell's long-term AI server contracts, massive installation base of older servers requiring replacement, market share gains, and margin improvement justify a higher valuation. JP Morgan raised target to $500.
DELL HIGH
Park Myung-seok Curator 29:00
CPU stocks outperform on server cycle
CPU and server stocks (AMD, ARM, Super Micro, HPE) are showing more elastic demand than memory, driven by server replacement cycles and AI inference needs.
AMD ARM HPE SMCI MED
Park Myung-seok Curator 30:30
Memory prices rising on demand
Memory prices are rising, with Morgan Stanley forecasting DDR4 prices up 20% in H2. Demand remains strong for both new and legacy memory chips, benefiting Micron and SanDisk.
WDC MU MED
Park Byeong-chang Director, MP Partners 149:44
Preferred shares discount to narrow
Preferred shares of major Korean blue chips (Samsung Electronics, Hyundai Motor) trade at a 60-70% discount to common stock. This gap is unsustainable and likely to narrow as ETF flows ignore them and dividend yield becomes attractive.
005935.KS 005385.KS MED
Song Soo-hyun PB 207:00
HYBE cheap with earnings recovery
HYBE is attractively valued given earnings recovery from BTS comeback, new groups (Illit, Katseye), and global IP. Earnings per share are at record levels, but the stock is severely lagging the market.
HYBE MED
Lee Kwon-hee CEO, Economist 220:08
Samsung and SK Hynix undervalued vs earnings
Samsung Electronics has room to catch up with SK Hynix on valuation (PER ~11x vs Hynix ~10x, but Samsung deserves premium). HBM4 progress narrows the technology gap, and earnings growth supports a target of 50-60 million won.
005930.KS 000660.KS HIGH
Lee Yeok-jin Deputy 253:14
SI firms gain from AI expansion
IT service/SI companies (Samsung SDS, LG CNS, Hyundai AutoEver) are second-order beneficiaries of AI infrastructure buildout. Data center and Jensen visit catalysts will drive earnings growth.
018260.KS LG CNS 307950.KS MED
Lee Yeok-jin Deputy 294:00
Substrate shortage drives earnings
FCBGA substrates are in severe shortage, with Samsung Electro-Mechanics and LG Innotek benefiting from multi-year demand. Supply will not ease until late next year, driving earnings upgrades.
011070.KS 009150.KS MED
Up Next
21:54
Why Samsung Electronics is a Top Pick… Buy Every Time There's a Sharp Drop / The Real Core of LG Group is These Three Companies | CEO Lee Gwon-hee
815 Money Talk (815머니톡) · Jun 01
53:55
Samsung Electronics and SK Hynix Lead, LG and Doosan Push... AI-Driven Surge Market, No Need to Fear_26.06.01. | Lee Hyeok-jin, Yeo Do-eun, Heo Jae-mu [Morning N Investment]
3PRO TV (삼프로TV) · Jun 01
24:39
Why Interest Rate Hikes Are Currently a Boon for KOSPI | Lee Gwon-hee, Wizwave CEO [Emergency Interview]
3PRO TV (삼프로TV) · Jun 01
21:44
Don't Miss This When Others Aren't Looking | Son Suyeon, Hana Securities Yongsan WM Center Employee [Double Crew]
3PRO TV (삼프로TV) · Jun 01
37:35
Preferred Stocks with Huge Discrepancies, The Ones That Were Asleep Are Waking Up | Author Jang Woojin [Double Check]
3PRO TV (삼프로TV) · Jun 01

This 3PRO TV (삼프로TV) video, published June 01, 2026, features Park Myung-seok, Park Byeong-chang, Song Soo-hyun, Lee Kwon-hee, Lee Yeok-jin discussing IGV, PLTR, ORCL, NOW, DELL, AMD, ARM, HPE, SMCI, WDC, MU, 005935.KS, 005385.KS, HYBE, 005930.KS, 000660.KS, 018260.KS, LG CNS, 307950.KS, 011070.KS, 009150.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Park Byeong-chang, Song Soo-hyun, Lee Kwon-hee, Lee Yeok-jin  · Tickers: IGV, PLTR, ORCL, NOW, DELL, AMD, ARM, HPE, SMCI, WDC, MU, 005935.KS, 005385.KS, HYBE, 005930.KS, 000660.KS, 018260.KS, LG CNS, 307950.KS, 011070.KS, 009150.KS