US-Iran, 60-day ceasefire agreement...Dell surges after-hours on strong earnings [Wall Street Newsletter]

Watch on YouTube ↗  |  May 28, 2026 at 22:00  |  45:21  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator

Summary

The video covers the US-Iran 60-day ceasefire agreement that boosted markets, along with strong Dell and Snowflake earnings that drove after-hours surges. It highlights a rotation from semiconductors to software, a CPU shortage benefiting AMD, ARM, and Marvell, and emerging themes like ESS for AI data centers and Apple's upcoming WWDC.

  • US-Iran 60-day ceasefire deal lifts market sentiment and lowers oil prices.
  • Dell earnings beat drives 29% after-hours surge on strong AI server demand.
  • Snowflake earnings explode 36%, sparking a broad software sector rally.
  • CPU shortage theme continues, boosting AMD, ARM, and Marvell.
  • AI software monetization thesis gains traction, rotation from hardware.
  • Ford re-rating on ESS demand from AI data centers.
  • Apple rises ahead of WWDC with major Siri AI redesign expected.
  • Drone and quantum stocks spike on policy news but lack sustained thesis.
Trade Ideas
Park Myung-seok Curator 23:44
ARM CPU IP demand growing, stock surged.
ARM's CPU IP is increasingly used by other companies developing their own chips, including ByteDance, and Wolf Research expects ARM's market share to grow further. The stock surged double digits as a result.
ARM MED
Park Myung-seok Curator 24:40
AMD CPU market share expanding, new high.
AMD is gaining CPU market share as the shortage persists, and Wolf Research issued a positive review. The stock hit a new high, reflecting strong demand for its server processors amid the AI buildout.
AMD MED
Park Myung-seok Curator 24:56
SMCI riding AI server momentum higher.
Super Micro Computer is benefiting from the same AI server and CPU shortage theme, with strong momentum tied to Intel and AMD earnings. The stock continues to rally after recent earnings-related moves and is part of the broader server infrastructure upswing.
SMCI MED
Park Myung-seok Curator 25:20
Dell AI server demand driving huge earnings.
Dell's server and AI infrastructure revenue is surging, driven by CPU shortages and strong demand from data centers. The company beat earnings estimates significantly and raised guidance, indicating that the growth is sustainable. The stock's after-hours surge of over 29% is justified and likely the beginning of a longer uptrend.
DELL HIGH
Park Myung-seok Curator 28:00
Marvell CPO/optical growth next catalyst.
Marvell Technology is expanding beyond custom ASICs into CPO (co-packaged optics) and optical networking, which is expected to drive the next leg of growth. The stock target was raised to $240, indicating further upside after strong earnings.
MRVL MED
Park Myung-seok Curator 28:52
Ford ESS demand from AI data centers.
Ford is benefiting from growing demand for energy storage systems (ESS) used in AI data centers. The stock has been re-rating higher as investors recognize this new growth driver, and interest in ESS remains high.
F MED
Park Myung-seok Curator 29:48
Software sector benefiting from AI monetization.
The software sector is awakening as AI monetization becomes real, with companies like Snowflake, Microsoft, Palantir, and Oracle showing strong earnings and AI integration. Money is rotating from hardware to software, and JP Morgan issued bullish price targets across the sector.
ORCL MSFT PLTR SNOW DDOG HIGH
Park Myung-seok Curator 40:02
Apple WWDC AI catalyst ahead.
Apple is gearing up for WWDC with a major Siri redesign and AI features, including a new Siri app, AI-based web search, and third-party AI routing. The stock has been quietly rising in anticipation, and the event could be a significant catalyst.
AAPL LOW
Up Next
5:55
Fundstrat's Tom Lee explains the 'three market phases' he is watching this year
CNBC · May 28
5:11
Okta CEO Todd McKinnon talks earnings beat ahead of investors call
CNBC · May 28
4:50
USGA CEO on the Open at the Shinnecock Hills Golf Club, new AI tools
CNBC · May 28
3:01
What Changed After the U.S.-China Summit?
Morgan Stanley · May 28
3:50
Inflation data reinforces need for Fed to hike by 100 bps, says former Trump economist
CNBC · May 28

This 3PRO TV (삼프로TV) video, published May 28, 2026, features Park Myung-seok discussing ARM, AMD, SMCI, DELL, MRVL, F, ORCL, MSFT, PLTR, SNOW, DDOG, AAPL. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok  · Tickers: ARM, AMD, SMCI, DELL, MRVL, F, ORCL, MSFT, PLTR, SNOW, DDOG, AAPL